The Wheatley Group

The Wheatley Group is a merger and acquisition advisory firm providing cutting edge,“value-added” services to clients interested in selling or acquiring companies. We manage and handle complex and sophisticated transactions in all kinds of industries and are recognized as a leading regional advisory firm. The majority of our selling clients are headquartered in Arizona, the Southwest and other Western states. Acquiring Clients emanate from all over the United States, and Internationally.

What others say about us

Bill Sagstetter, President

The Wheatley Group stood head and shoulders above all of the other Brokers we interviewed to sell our Company…their advice and counsel was invaluable in virtually every aspect of the transaction…I firmly believe their expertise significantly increased the multiple (price), structure and terms we received. I am glad we found them and was very happy to pay their fee.

Bill Sagstetter, PresidentSeller of a Manufacturing Company to a Worldwide NYSE Company
John Quatrini, President

The Wheatley Group did it all. They brought a well qualified NASDAQ Company to the table, provided excellent counsel throughout the negotiations and managed the entire transaction process with skill and discipline. I would highly recommend any seller or buyer to hire The Wheatley Group as its Merger and Acquisition Advisor.

John Quatrini, PresidentSeller of a Service Company to a NASDAQ Company
Preston Miller, President

It was only with your skillful assistance and experience that we successfully completed the purchase of majority ownership in AEI. Thanks for keeping all parties focused and objective through what could have been very difficult negotiations. I look forward to working with you again, should we be involved in the purchase or sale of a company. Since this is the third successful transaction we’ve completed with you, I can certainly recommend your services to any prospective seller or buyer. Thanks again.

Preston Miller, PresidentBuyer of a Service Company
Ed Zito, President

If you are thinking about a business sale, merger or acquisition, you should seriously consider using the services of The Wheatley Group. They are diligent, well-networked, and execution-oriented. They truly understand the realities of the merger and acquisition marketplace and know what it takes to make a deal a ‘win win’.

Ed Zito, PresidentAlliance Bank of Arizona
Steven Kopp, Certified Valuation Analyst

You are the only merger and acquisition professional I know that demonstrates both a sophisticated knowledge of the transaction landscape and the ability to effectively get deals done. You have clearly shown me that you are sincerely interested in what’s best for the client. Very few advocates anywhere have the skill and discipline, as you do, to act assertively on behalf of their client, while simultaneously being able to drive a complex deal, with adverse parties, to an amicable closing. You are a vital and important part of any transaction team and I am happy to continue referring my selling and buying clients to you and your firm.

Steven Kopp, Certified Valuation AnalystRSM McGladrey
Richard D. Dunseath, President

I would like to take this opportunity to thank you and your team at The Wheatley Group for selling my business. You truly came through for me. A thousand other firms would have written my fantasy price on a napkin, listed my company, and sent a parade of unqualified “tire kickers” to take my time away from running the company. We developed a reasonable price and a dossier. You obtained pertinent information from prospective buyers and only presented interested and financially capable prospects. We received an offer quickly. I am happy and so is the new owner. I would highly recommend you to anyone serious about selling or buying a quality business.

Richard D. Dunseath, PresidentSeller of a Service/Fabrication Company

Our Services

  • Sell-Side Advisory

    Selling a Company requires a broad range of “skill sets” as well as serious “people skills”. The process of successfully navigating the transaction landscape encompasses just as much “art” as “science”. Handling the process itself, coupled with unpredictable “complexities and issues” that frequently arise, requires sophisticated advisory assistance.

    We are involved with you from start to finish, and won’t relax until we get the job done. This allows you the opportunity to stay focused on your business so that during the process there is no reduction in revenue or earnings.

  • Buy-Side Advisory

    Acquiring a business can be a daunting and nerve racking experience. It is difficult to know where or how to find the “right” business and whether or not the seller is being forthright. It can be equally challenging to evaluate and ascertain if the financial information provided is true, complete and accurate.

    Metaphorically, businesses are tantamount to “living entities” with many moving parts. It is imperative that you understand the inner workings associated with these entities. To maximize the probability of success,it is critical that you partner with professionals that can help you find, analyze and negotiate transactions that are the right fit for your needs and goals.

  • Financing Assistance

    Bringing sellers and buyers together is only part of the formula toward consummating deals. The buyer must be able to procure the necessary funds to finance and close the transaction.

    Accessing the requisite financing can be a frustrating and tedious process. There are many hoops that buyers must jump through, coupled with the process of articulating the strengths of a fluid business to financiers, who often bring a heavy dose of skepticism to the “underwriting process.” Buyers must understand how to obtain the necessary financing to acquire and operate the business.

    We maintain close relationships with numerous reliable and aggressive financing sources that are equipped to find creative solutions to close deals. We are happy to introduce our clients to the decision makers at these financing institutions to help facilitate timely closings.

  • Consultation and Preparation

    Wheatley Group professionals continually advise and assist clientele, consultatively, to strategically prepare them to optimize “exit strategy” goals. This includes providing clients with a realistic understanding of their company’s current value and what specific operational and infrastructural actions they need to implement to drive and create greater value.

Business Briefs


Business Value – What’s It Worth?

Business valuations are at best, an inexact science. There are many formulas and approaches used by appraisers to assess the “stand-alone” value of a company. In fact, we receive phone calls every month from CPAs and Appraisers looking for “second opinions” or sanity checks. Many factors impact value. Some of these include: financial information; the […]


Should You Go It Alone or Hire a Professional?

Many people prefer to work alone without collaborating with experts, because it is difficult to ascertain whether a so-called expert can truly add value. Unfortunately, many so-called experts misrepresent their knowledge concerning one of the most important financial decisions of your life. We are your experts and your advocates. We are intensely engaged to help […]


Mistakes and Misconceptions

Many sellers and buyers assume they know how to manage and handle all aspects of a business sale, merger or acquisition. Inevitably, they make mistakes that significantly impact the final outcome. Frequently, they do not even know they have left “money on the table,” however, some time after closing, they will discover that their assumptions […]

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