Independent advisory for owners navigating sell-side transactions, transitions, and complex business decisions.

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Independent. Boutique. Nationwide.

Bridgewell Advisory partners with business owners at critical inflection points including preparation for sale, sell-side representation, and post-transaction transitions as well as select project-based advisory and consulting engagements.

Healthcare Physician & Wellness Services

Experience across dental, ophthalmology, behavioral health, outpatient clinics, MSO, and multi-site provider organizations.

Manufacturing & Industrial

Specialty fabrication, plastics, components, light industrial production, job shops, and complex owner-operated environments.

Tech Services and Platforms

SaaS platforms, automation tools, data-driven service models, and operationally intensive technology-enabled businesses.

Home & Facility Services

Plumbing, electrical, HVAC, roofing, restoration, lawn care, and essential residential commercial service providers; from owner-operated shops to platforms.

Essential Services

Car washes, laundromats, auto care centers, pet services, residential cleaning, and everyday consumer service businesses. Stable demand, predictable cashflow.

Professional Services

MSPs, accounting firms, staffing groups, compliance services, marketing providers, etc., where client retention, recurring revenue, and operational systems drive value.

Why Owners Work With Us

Experience & Insight

  • Decades of experience working inside and alongside growing companies
  • Deep understanding of what drives premium valuations in the middle market
  • Insight into how private equity, strategics, and family offices assess opportunities

Owner-Centered, Independent Guidance

  • No pressure, no agenda — just clear, confidential advice
  • Tailored support for companies from $5M to $100M+ in revenue
  • A streamlined process that respects your time and your objectives

Our Process

1. Understand the Business

We begin with a structured review of operations, financials, team, and market position.

2. ID Value Drivers & Gaps

Clear, actionable insights into what’s working and what’s holding back growth or valuation.

3. Build the Strategic Plan

Roadmap for scaling, improving margins, strengthening systems, or preparing for a long-term transition.

4. Support Execution

Hands-on advisory to help owners navigate key decisions and implement change with confidence.

Let’s Talk About the Future of Your Business

No pressure. Just a conversation to understand whether we can help

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