M&A Advisory & Valuation

Principled Counsel
for Consequential
Transactions

Olive Stone brings institutional rigor and a curated network of 50+ private equity relationships to the lower middle market — championing business owners through every stage of a transaction.

Scroll

We operate on a pure success-fee model — our interests are fully aligned with yours.

Buy-Side M&A
Advisory

Olive Stone serves a select network of private equity buyers seeking to originate and close transactions in the lower middle market. Our proprietary deal origination engine engages prospective sellers directly — creating off-market opportunities and curating transactions with precision.

We earn nothing until you close. That alignment drives everything we do.

Schedule a Buyer Intro Call
01

Proprietary Origination

We deploy our own resources to identify and engage prospective sellers before they reach the open market — giving our buyers a distinct edge.

02

Rigorous Preliminary Diligence

All sellers complete NDAs and provide three years of P&Ls along with detailed written responses to our operational and historical questionnaires.

03

Earnings Recasting & Packaging

We recast earnings, prepare professional teasers, and craft broker introductions — delivering investment-ready materials to our buyer clients.

04

White-Glove Service

Hundreds of conversations with business owners. Several active deals at any given time. Senior attention from first call to closing table.

50+
Private Equity Relationships
100+
Conversations with Business Owners
0%
Retainer — Pure Success Fee
LMM
Lower Middle Market Focus

"In the most consequential moments, precision matters. We bring thorough, independent analysis to complex valuation disputes."

— Olive Stone Valuation Practice

Bespoke Business
Valuations

Olive Stone provides independent, expert business valuations for litigation-based engagements — including family law proceedings and estate disputes. These engagements demand not only analytical precision but also an understanding of the legal context in which they are conducted.

We work closely with counsel and their clients, producing defensible, well-reasoned valuation analyses that withstand scrutiny in mediation, arbitration, or trial.

Marital dissolution & family law valuations
Estate litigation & probate dispute valuations
Complex operating business analysis
Expert witness support & report preparation

A Disciplined Process,
Start to Close

I

Engagement & NDA

We establish mutual confidentiality and initiate a direct dialogue with the prospective seller or referring party.

II

Financial & Operational Review

Sellers provide three years of P&Ls and written answers to our comprehensive questionnaire covering operations, history, and expectations.

III

Preliminary Diligence & Recasting

Our team conducts earnings recasting and preliminary diligence, surfacing the true economic picture of the business.

IV

Buyer Introductions

We produce professional teasers and broker introductions, presenting qualified opportunities to our curated network of PE buyers.

V

Through Closing

We remain actively engaged through LOI, diligence, and closing — providing guidance and continuity at every stage.

Built on Integrity,
Driven by Results

Olive Stone LLC is a Utah-based advisory and valuation firm serving business owners, private equity buyers, and legal counsel. We were founded on the conviction that lower middle market transactions deserve the same caliber of professional guidance typically reserved for larger deals.

Our team brings deep transaction experience, financial discipline, and a genuine commitment to the principals we serve. Whether you are a business owner considering a sale, a PE firm seeking proprietary deal flow, or an attorney in need of a credentialed valuation expert, we bring the same rigor and care to every engagement.

We are based in Utah and serve clients nationally.

Alignment

Pure success-fee model. We win when you win — and not before.

Discretion

Every engagement begins with an NDA. Confidentiality is foundational, not optional.

Rigor

We produce investment-grade analysis and documentation at every stage of the process.

Relationships

Our network of 50+ PE buyers is curated and maintained — built on trust and track record.

Let's Start a
Conversation

Whether you're a business owner exploring your options, a private equity firm seeking deal flow, or legal counsel in need of a valuation expert — we'd welcome the conversation.

Private Equity Buyers

PE firms seeking proprietary deal flow and off-market transactions in the lower middle market.

Schedule a 15-Min Intro Call

Business Owners

Owners exploring a potential sale or seeking guidance on the M&A process.

Schedule a 15-Min Intro Call

Valuation Engagements

Attorneys & parties seeking business valuation services for litigation matters.

Schedule a 15-Min Intro Call

Serving Clients Nationally