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Upward Advisory Group Services

Trusted Advisors for Transformational Transactions

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Boutique M&A
Advisory

Sell-Side Advisory & Buy-Side Acquisition Search

Strategic Exit Planning

Capital Advisory (Debt & Equity)

Advisory for Owners, Investors & Acquirers

Upward Advisory Group is the advisory arm of Upward Capital Investment Group, delivering high-impact M&A advisory, valuation, and strategic consulting services to small and middle-market businesses.

We combine investment-banking discipline with boutique-level attention ensuring each client receives custom, data-driven solutions that maximize enterprise value and accelerate long-term growth. Our advisors work across the full transaction lifecycle buy-side, sell-side, capital advisory, exit planning, and post-acquisition integration.

Sell-Side M&A Advisory Services

Maximize Your Exit

We specialize in helping founders and business owners sell at the highest valuation through a structured process that includes Business valuation & market readiness, Buyer outreach & qualification, Competitive bidding strategy, Deal structuring, End-to-end negotiation, Managing legal, financial & due diligence teams.

Buy-Side M&A Advisory Services

Targeted Acquisition Support for Strategic Buyers & Investors

We help buyers identify, evaluate, and acquire businesses aligned with their growth strategy. Our buy-sides include Target sourcing & qualifications, Industry research & financial modeling, Outreach to off-market sellers, financing support and Integration planning.

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Sell-Side M&A Advisory Services

Maximize Your Exit

We specialize in helping founders and business owners sell at the highest valuation through a structured process that includes Business valuation & market readiness, Buyer outreach & qualification, Competitive bidding strategy, Deal structuring, End-to-end negotiation, Managing legal, financial & due diligence teams.

Buy-Side M&A Advisory Services

Targeted Acquisition Support for Strategic Buyers & Investors

We help buyers identify, evaluate, and acquire businesses aligned with their growth strategy. Our buy-sides include Target sourcing & qualifications, Industry research & financial modeling, Outreach to off-market sellers, financing support and Integration planning.

Growth Strategy Powered by Market Intelligence

  • Strategic Marketing Advisory

    We provide growth advisory for clients preparing to sell or scale: Brand positioning & competitive analysis, Digital growth strategy, Pricing & margin optimization, Market expansion analysis, KPI & performance dashboards. Investors and buyers pay more for companies with strong marketing infrastructure, and we help clients build it.

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  • M&A Advisory Services

    We guide business owners and acquirers through every stage of the deal whether preparing for sale, evaluating targets, negotiating terms, coordinating due diligence, or securing acquisition financing. Our M&A services include Strategic Exit Planning, Deal Structuring & Negotiation, Capital Advisory (Debt & Equity), Financial Modeling, Post-Acquisition Integration Support.

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  • Franchise Advisory Services

    We support single-unit buyers, multi-unit operators, and franchisors with: Franchise valuation & due diligence, Expansion strategy, Exit planning for franchise owners, Franchise resale support, SBA & franchise financing. Our team understands the franchise ecosystem brands, costs, profitability drivers, and financing requirements.

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Debt Advisory Services for Business, Acquisition & Real Estate Financing

We provide comprehensive corporate debt advisory for businesses seeking to refinance, restructure, or raise new capital. Our team helps clients secure the right debt structure for their growth objectives, improving liquidity and optimizing the balance sheet. We evaluate your financials and match you with lenders who align with your long-term vision.
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Succession Advisory Services

We help founders protect their legacy by creating a clear, strategic, and financially optimized transition plan. Our approach integrates enterprise valuation, operational dependency reduction, and buyer-readiness preparation to create a transition roadmap aligned with market expectations. We analyze internal and external exit pathways including strategic acquisitions, minority or majority recapitalizations, and structured internal buyouts.
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Business Valuation Advisory Services

Institutional-grade valuation analysis includes earnings normalization, comp analysis, cash-flow modeling and market benchmarks. Our valuation team delivers independent, comprehensive reports designed for: Selling or buying a business, raising capital or preparing for acquisition, Partnership buyouts or disputes, SBA and lender requirements, Strategic growth planning.
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Empowering Business Growth Through Capital, Strategy and Insights

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Let’s Build a Strategy That Moves Your Business Upward

Whether you're selling a company, acquiring one, or preparing for a future exit, Upward Advisory Group is your trusted partner for high-stakes decisions. Please fill out the form below and we will get in touch with you within 24 hours.

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