DFA Financial Services
DFA Financial Services presents a hands-on intermediary model for business valuations, acquisitions, and sales. Its public sold-business examples span manufacturing, distribution, industrial, transportation-related, consumer, and service businesses.
What stands out about DFA Financial Services
DFA Financial Services publicly describes an end-to-end business brokerage and M&A advisory role covering valuation, confidential marketing, counterparty screening, negotiation, transaction structuring, financing assistance, and closing management. The official homepage does not state universal client-size criteria, standard fees, detailed transaction outcomes, or firm-level regulatory registration status.[1][2][3]
What does DFA Financial Services do?
DFA Financial Services identifies itself as a South Bend, Indiana business-acquisitions and valuations firm. The official website identifies Donald Fischesser as the firm’s founder.
DFA states that it guides buyers and sellers through the transaction process and operates among the buyer, seller, accountant, and attorney.[1]
DFA states that it assists with business valuations, acquisitions, sales, investments, confidential marketing, buyer and seller screening, negotiation and transaction structuring, financing assistance, and closing management.[1]
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.
Published criteria: The official homepage does not state a universal minimum transaction size, minimum revenue or EBITDA threshold, purchase-price range, or other standardized client-size criterion. Public offering memoranda identify representative assignments, including a commercial-window, door, and curtain-wall business with approximately 35 full-time employees, 2020 revenue of $7,222,310, weighted average EBITDA of $729,620, and an offering price of $2,100,000 excluding separately available real estate, and a car dealership with 2020 revenue of $11,275,455, average cash flow of $452,000, and an offering price of $3,600,000 including real estate.[2][3]
What should a business owner evaluate before hiring DFA Financial Services?
DFA publicly presents a hands-on intermediary model covering valuation, confidential marketing, buyer and seller screening, negotiation, transaction structuring, financing assistance, and closing management. Its sold-business list includes manufacturing, distribution, industrial, transportation-related, consumer, and service businesses.
The official homepage does not state universal client-size criteria, standard fees, engagement terms, detailed transaction outcomes, or firm-level regulatory registration status. An owner evaluating an engagement should obtain current comparable assignments, recent closing references, fee and engagement terms, buyer-screening procedures, confidentiality protocols, and the identity of the team responsible for the work.[1]
What are DFA's current minimum revenue, EBITDA, purchase-price, or transaction-size criteria
Which geographies and sectors does DFA currently prioritize
What are the fee components, success-fee formula, minimum fee, engagement term, termination provisions, expense policy, and tail period
What size transactions does DFA Financial Services handle?
The official sold-business list identifies a newspaper, specialty foundry, drapery manufacturer and distributor, wood-products manufacturers, kitchen-cabinet manufacturer, aircraft-parts manufacturer and distributor, travel agency, truck-repair-parts distributor, contract manufacturer of welded products, and high-precision machine shop among businesses successfully sold by DFA.
The same list also identifies a high-precision defense contractor, aircraft tow-motor manufacturer, household-products distributor, houseware-products manufacturer, RV manufacturers, food-and-drug-products distributor, welding-supplies distributor, computer distributor, and HVAC-products distributor.[1]
DFA publicly describes support for business valuations, acquisitions, sales, investment transactions, confidential marketing, counterparty screening, negotiation, transaction structuring, financing assistance, and closing management.[1]
The official website presents DFA as serving South Bend, Indiana and surrounding areas. Its sold-business list includes manufacturing, distribution, industrial products, aircraft parts, defense contracting, transportation-related businesses, consumer products, food and drug distribution, printing, technology, and service businesses.[1]
What does DFA Financial Services publicly disclose about fees and engagement terms?
The official homepage does not state a universal minimum transaction size, minimum revenue or EBITDA threshold, purchase-price range, or other standardized client-size criterion.
The official homepage’s sold-business list does not provide completion dates, transaction consideration, buyer identities, or detailed outcome information for the listed businesses. It also does not state a standard fee schedule, success-fee percentage, minimum fee, engagement term, termination schedule, or tail period.
The official homepage does not state a firm-level broker-dealer, investment-adviser, securities-license, or other regulatory registration status.[1]
The official homepage describes DFA as a business-acquisitions and valuations intermediary. That homepage does not state a firm-level broker-dealer, investment-adviser, securities-license, or other regulatory registration status.[1]
DFA states that it develops a confidential marketing plan, screens and qualifies buyers and sellers, negotiates and structures the transaction, assists with financing if required, and manages negotiations through a successful closing.[1]
Questions to ask before hiring DFA Financial Services
What are DFA's current minimum revenue, EBITDA, purchase-price, or transaction-size criteria?
Which geographies and sectors does DFA currently prioritize?
What are the fee components, success-fee formula, minimum fee, engagement term, termination provisions, expense policy, and tail period?
Which listed assignments were completed, and what completion dates, consideration amounts, buyer identities, and outcomes can DFA provide?
How are buyers qualified and how is confidentiality protected during the marketing process?
Does DFA or an affiliated legal entity hold a broker-dealer, investment-adviser, securities, real-estate, or other license relevant to the proposed engagement?
Sources & research notes
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.
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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.