Auxo Firm Directory · Independent Research Profile

Coastal Consultants LLC

Coastal Consultants LLC publicly describes business brokerage and M&A advisory services for owner-operated companies, including valuation, preparation, confidential buyer outreach, negotiation, diligence, closing, and ownership-transition assistance. The firm states that its lower-middle-market advisory practice generally serves companies with $2 million to $40 million in annual revenue and serves owners throughout Mississippi, Louisiana, Alabama, Tennessee, and Arkansas.

Key takeaway

What stands out about Coastal Consultants LLC

Coastal Consultants LLC presents a valuation-first, confidential seller-representation and business-intermediary model for owner-operated companies in the stated $2 million to $40 million revenue range. Its public materials identify a MidSouth service area, broad industry coverage, and a page listing named closed-business examples, while the cited transaction page does not disclose deal dates or economics and the cited seller FAQ does not publish standardized fee terms.[1][2][3][4][5][8]

What does Coastal Consultants LLC do?

Coastal Consultants LLC identifies itself as a business sales, valuations, advisory services, and growth firm based at 770 Water Street, Suite 503, Biloxi, Mississippi. Lauren Drummond Dale, M&A Advisor, REALTOR®, is identified as Principal and M&A Advisor, REALTOR®, of Coastal Consultants.

The firm states that its lower-middle-market advisory practice generally serves companies with $2 million to $40 million in annual revenue and works with owner-operated businesses considering an exit now or within the next three years.[1][2]

Coastal Consultants publicly describes business brokerage and M&A advisory services including business sales, purchases, valuations, growth support, exit readiness, confidential marketing, negotiation, diligence, closing, and ownership-transition assistance.

The firm states that confidentiality is built into its marketing and buyer-qualification process before business details are shared.[3]

Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.

RevenuePublicly stated range
Lower published point$2MILLION
Upper published point$40MILLION

Published criteria: The firm states that its lower-middle-market advisory practice generally serves companies with $2 million to $40 million in annual revenue and works with owner-operated businesses considering an exit now or within the next three years.[1]

What should a business owner evaluate before hiring Coastal Consultants LLC?

An owner evaluating Coastal Consultants can clarify how the firm’s stated valuation-first process would apply to the owner’s business, including the valuation method, preparation deliverables, market positioning, buyer qualification, confidentiality procedures, and support through diligence, negotiation, closing, and transition.

The public transaction archive and seller FAQ leave deal economics and standardized engagement terms to be confirmed directly. Owners may therefore want to request comparable closed-deal information, fee and expense schedules, exclusivity and tail provisions, termination rights, buyer-screening procedures, and references.[1][3][4][8]

01

What valuation method and deliverables are included before marketing

The firm’s Preparation to Payday process begins with valuation and preparation before market outreach.[1]
02

What are the success fee, retainer, minimum fee, reimbursable expenses, exclusivity period, termination rights, and tail provisions

The cited seller FAQ page does not publish a universal brokerage-fee percentage, minimum fee, tail period, termination schedule, or standard expense schedule.[8]
03

Which listed transactions match the owner's revenue, industry, geography, and owner-involvement profile

The official closed-transactions page lists named examples across multiple industries but does not provide the transaction details needed to assess comparability.[4]

What size transactions does Coastal Consultants LLC handle?

The official closed-transactions page lists examples including Beatline Nursery, The Lunchbox, Hair Salon, Mosaic, The Beer House, Kirby’s Lawn & Landscape Service LLC, Twenty-One Liquor & Wine, Executive Lawn and Landscaping, Blessons, Coin Laundry, Polished Salon & Spa, Hawaiian Poké Ice Cream & More, TripleTails Music Food Drinks, Napa, Nan-Ni’s Development & Learning Center Inc., Johnson Hot Shot, Drinx, Cartridge World, Action Cleaners, Wiggins Chip, and Hickory Hill Wine & Liquor.

The official businesses-for-sale page publishes identifiable current listings including a Full Service Precision Agriculture Company, Medical Equipment Supplier and Installer, and Beer, Cigar and Smoke Shop with three locations.[4][6]

The firm’s public materials address business sales and purchases, valuation, exit readiness, confidential marketing, buyer qualification, negotiation, diligence, closing, and ownership transition.

The firm’s Preparation to Payday process begins with valuation and preparation before market outreach and includes market positioning, confidential buyer qualification, negotiation, diligence, closing, and transition support.[1][3]

Coastal Consultants states that it serves owners throughout Mississippi, Louisiana, Alabama, Tennessee, and Arkansas and is based on the Gulf Coast in Biloxi. Its public business-broker materials describe a MidSouth orientation.[2]

What does Coastal Consultants LLC publicly disclose about fees and engagement terms?

The cited recent-transactions page lists transaction names but does not disclose transaction dates, purchase prices, enterprise values, buyer identities, financing terms, or consideration structures for those examples.

The cited seller FAQ page does not publish a universal brokerage-fee percentage, minimum fee, tail period, termination schedule, or standard expense schedule.[4][8]

Publicly identified professional affiliations include M&A Source, the International Business Brokers Association, and the Mississippi Gulf Coast Chamber of Commerce. Lauren Drummond Dale is identified in official team materials as a REALTOR®.[2][9]

The firm’s Preparation to Payday process describes valuation and preparation before market outreach, followed by market positioning, confidential buyer qualification, negotiation, diligence, closing, and transition support. The seller page also states that professional business-broker assistance can help owners understand business value and pursue favorable price and terms during a sale process.[1][7]

Questions to ask before hiring Coastal Consultants LLC

What valuation method and deliverables are included before marketing?
The firm’s Preparation to Payday process begins with valuation and preparation before market outreach.[1]
What are the success fee, retainer, minimum fee, reimbursable expenses, exclusivity period, termination rights, and tail provisions?
The cited seller FAQ page does not publish a universal brokerage-fee percentage, minimum fee, tail period, termination schedule, or standard expense schedule.[8]
Which listed transactions match the owner's revenue, industry, geography, and owner-involvement profile?
The official closed-transactions page lists named examples across multiple industries but does not provide the transaction details needed to assess comparability.[4]
What were the transaction dates, valuation ranges, consideration structures, and buyer types for comparable transactions?
The cited recent-transactions page does not disclose transaction dates, purchase prices, enterprise values, buyer identities, financing terms, or consideration structures for its listed examples.[4]
How are buyers qualified and confidentiality maintained with employees, customers, and competitors?
The firm states that confidentiality is built into its marketing and buyer-qualification process before business details are shared.[3]
Does the firm represent sellers only, buyers only, or both on a given transaction?
The public services description addresses both business sales and purchases; the engagement-specific representation structure should be confirmed directly.[3]
What legal entity or licensed real-estate brokerage structure will be party to the engagement?
Public materials identify Coastal Consultants LLC and identify Lauren Drummond Dale as a REALTOR®; the engagement structure can be confirmed directly.[1][2]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Industry / market focus
  5. Industry / market focus
  6. Transaction / portfolio evidence
  7. Public Process
  8. Public disclosure information
  9. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

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 profile & regulatory context

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.

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