Allan Taylor & Company
Allan Taylor & Company describes its work as business brokerage, M&A advisory, and valuation services. Its stated process includes valuation, sale preparation, marketing, buyer qualification, negotiation, due diligence, transaction management, and closing support.
What stands out about Allan Taylor & Company
Allan Taylor & Company publicly describes a sell-side advisory model for lower-middle-market businesses, with stated client criteria of $1M-$25M in annual gross sales and $250,000 to $5M in annual pre-tax earnings. Its public process includes an upfront retainer, a success fee, selective intake, buyer qualification, and confidential marketing. The cited official clients page does not identify listed client references as completed transactions or disclose transaction dates, buyers, deal values, financing, or consideration terms.[1][2][3][4][5][6][7]
What does Allan Taylor & Company do?
Allan Taylor & Company identifies itself as a business brokerage, M&A advisory, and valuation firm that has been selling and valuing businesses since 2006. The firm lists an address in Rogers, Arkansas, and describes its work as supporting owners from preparation and planning through finding a buyer and closing.[1][2]
The firm publicly describes services covering assessment, valuation, sale preparation, marketing, buyer identification, negotiation, due diligence, transaction management, and closing. It also provides a Business Valuation & Sellability Assessment and recommends beginning sale planning 6 to 36 months before going to market.[3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: The firm states that its clients generally have annual gross sales of $1M-$25M and annual pre-tax earnings of $250,000 to $5M. It also lists consistent or improving financial performance, a well-defined market and customer base, documented processes and systems, growth opportunities, solid management, and an established history of 5+ years as criteria.[6]
What should a business owner evaluate before hiring Allan Taylor & Company?
An owner evaluating Allan Taylor & Company should compare the stated client criteria with the business’s revenue, earnings, operating history, market position, systems, management, and growth profile. The owner should also clarify the proposed engagement structure, including the retainer, success-fee treatment for a business valued above $2M, and any transaction-value components that would be included in the fee calculation.
Because the official clients page does not provide completed-transaction details, the owner should request comparable closed-deal references, buyer-type examples, and relevant transaction terms directly. The legal entity signing the engagement letter and any applicable regulatory registrations should also be confirmed.[5][6][7]
Which recent closed transactions are comparable by industry, revenue, earnings, geography, and transaction structure
What is the complete fee schedule for businesses valued at $2M+, including any retainer, success-fee tiers, and treatment of transaction-value components
What legal entity will sign the engagement letter, and what firm-level registrations apply to the proposed engagement
What size transactions and clients does Allan Taylor & Company focus on?
The official clients page lists experience or target industries including business equipment and leasing, life sciences, oil and gas, health services, website properties, aftermarket motor accessories, large-format digital printing, manufacturing, systems integration, hospitality, wholesale, retail, B2B services, industrial maintenance, and professional services.[6]
The official website names Arkansas Sign & Banner, Powerflex Fence, and ROARK as client references or business logos. The cited official clients page does not identify these references as completed transactions and does not disclose transaction dates, buyers, deal values, financing, or consideration terms.[2][6]
Allan Taylor & Company describes its model as investment-banking-level services for lower-middle-market M&A. Its stated transaction support includes preparing a one-page teaser and an approximately 25- to 30-page Confidential Information Memorandum, qualifying buyers, and releasing the CIM only to qualified buyers who have signed a nondisclosure agreement.[5]
What does Allan Taylor & Company publicly disclose about fees, process and engagement terms?
The cited official clients page does not identify listed client references as completed transactions or disclose transaction dates, buyers, deal values, financing, or consideration terms. The cited official FAQ page does not publish the success-fee schedule for businesses valued at $2M+. The cited official terms page does not state a legal-entity suffix or firm-level regulatory-registration details.[5][6][7]
The official company page identifies Allan Taylor & Company as business brokers, M&A advisors, and valuation specialists. The website terms identify Allan Taylor & Company as the site operator and state that the terms are governed by Arkansas law. The cited official terms page does not state a legal-entity suffix, broker-dealer registration, investment-adviser registration, registration number, or other firm-level regulatory registration.[1][7]
The firm states that it applies a selective intake process and may advise an owner if now is not the best time to sell or if selling is not the best exit strategy. It states that it charges an upfront retainer upon signing and a success fee upon sale; upfront retainers are typically $5,000 to $10,000 depending on business size and scope, and the success fee is 10% of total transaction value for businesses selling for $2M or less.
The cited official FAQ page does not publish the success-fee schedule for businesses valued at $2M+ and instead directs prospective clients to contact an advisor.[5]
Questions to ask before hiring Allan Taylor & Company
Which recent closed transactions are comparable by industry, revenue, earnings, geography, and transaction structure?
What is the complete fee schedule for businesses valued at $2M+, including any retainer, success-fee tiers, and treatment of transaction-value components?
What legal entity will sign the engagement letter, and what firm-level registrations apply to the proposed engagement?
How many active engagements does the firm currently manage, and who will lead the process?
How will the firm approach valuation, buyer qualification, confidential marketing, due diligence, and transaction management for the proposed sale?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Investment approach
- Industry / market focus
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.