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M&A Advisory & Business Brokerage

Guiding Owners Through Strategic, Well-Executed Exits.

The Alef Advisory team brings deep transactional expertise and operational insight to every mandate — helping owners of lower middle market companies plan, prepare, and execute the most important transaction of their business life.

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LMM
Lower Middle
Market Focus
100+
Transactions
Advised
100%
Confidential
Process
What We Do

Advisory Services Built for Business Owners

Whether you are planning to sell, looking to acquire, or simply want to understand what your business is worth, the Alef Advisory team brings deep expertise, a structured process, and the discretion your transaction demands.

01

M&A Advisory & Business Brokerage

We guide owners of small to mid-sized businesses in the lower middle market through every stage of a sale — from positioning and buyer identification to negotiation, due diligence, and closing. Our process is designed to maximize value and protect confidentiality throughout.

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02

Business Valuations

What is your business worth today? Our independent business valuations use proven methodologies to establish a credible, defensible market value — whether you are preparing to sell, settling a partnership dispute, handling a family transfer, or planning strategically for the future.

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03

Exit Planning & Succession

When your business is ready, our team can move quickly and bring it to market without delay. For owners who need more time, we work alongside you one to three years ahead of your planned exit — systematically closing value gaps, strengthening financial performance, reducing key-person dependency, and positioning your business to command the strongest possible outcome when the moment arrives.

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04

Acquisition Search

Looking to grow through acquisition? Our team identifies qualified targets in the lower middle market, conducts initial outreach confidentially on your behalf, and manages the sourcing and screening process — so you can focus on running your business while we surface the right opportunities.

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How We Work

A Proven Framework for
Exceptional Outcomes

Every engagement follows a structured, engineered process that protects your value, maintains leverage, and avoids the deal fatigue that derails transactions.

I

Discovery & Valuation

We begin with a thorough discovery session to understand your business, your goals, and your timeline. We establish a Market Value Assessment to anchor the process with credible, defensible numbers that hold up under buyer scrutiny.

II

Positioning & Preparation

We craft a compelling narrative around your business — normalizing financials, preparing professional marketing materials, and identifying the value drivers that matter most to sophisticated buyers in your sector.

III

Confidential Market Launch

We activate a curated buyer universe through confidential outreach, executing NDAs before any sensitive information is shared. Our structured process creates competitive tension designed to maximize your leverage and final proceeds.

IV

Negotiation & Closing

We lead all economic negotiations, manage due diligence, and coordinate your full advisory team through to a successful close — protecting your value and your interests at every step of the process.

Business professionals in a meeting
Decades of
Experience

Entrepreneurial & M&A Advisory Expertise

Why Choose Us

A Team That Has Been There

With many years of experience as entrepreneurs, business owners, and M&A advisors, the Alef Advisory team brings firsthand knowledge of what it takes to build, operate, and successfully exit a business.

Do You Know What Your Business
Is Worth Today?

Most business owners have never had a formal valuation — and many leave significant value on the table as a result. A proper, independent valuation is the foundation of any successful exit strategy, and the first step our team takes in every engagement.

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Amiram Ehrlich — Founder, Alef Advisory
About

Amiram Ehrlich —
Founder & Lead Advisor

With many years of experience as a skilled entrepreneur, business owner, consultant, and M&A Advisor, Amiram possesses an intuitive understanding of business needs. Specializing in preparing owners for successful exits, optimizing operations, and developing growth strategies, he has extensive experience in buy/sell transactions for small to medium-sized companies — covering both asset and share sales across multiple industries.

Based in Montreal and serving clients in Toronto, New York, and beyond, Amiram and the Alef Advisory team bring a rare combination of transactional expertise and operational experience to every mandate — ensuring business owners receive the dedicated attention and professional guidance their transaction deserves.

"The biggest financial decision of your life deserves an advisor who has built and sold a business — not just managed transactions from the sidelines."

— Amiram Ehrlich, Founder
Get In Touch

Let's Talk About
Your Business

Whether you are ready to sell, just beginning to think about it, or want to understand what your business is worth — the Alef Advisory team is here to help. Every conversation is strictly confidential and there is no obligation.

✉
Email aehrlich@alefbcs.com
☎
Phone +1 (514) 558-3848
☎
Mobile +1 (514) 774-6167
Montréal Toronto New York

All inquiries are handled in the strictest confidence.

✓   Thank you. We will be in touch within one business day.