George & Company
George & Company is a Massachusetts-based boutique business brokerage and M&A advisory firm serving business owners and buyers. Its stated services include sell-side and buy-side representation, valuations, exit planning, confidential marketing, negotiation and transaction support.
What stands out about George & Company
George & Company publicly presents itself as a Massachusetts-based business brokerage and M&A advisory firm serving clients throughout New England. It cites experience with hundreds of Main Street and lower-middle-market deals in the $1M–$50M range and provides seller and buyer representation, valuation, exit-planning and transaction-management services.[1][2][3][4][5][6][7]
What does George & Company do?
George & Company is a Massachusetts-based boutique business brokerage and M&A advisory firm with an office in Harvard, Massachusetts. Christopher R. George is identified as the firm’s Founder, President and CEO.
The firm publicly describes services for business owners and buyers, including representation in business sales, purchases and mergers, valuation, exit planning and transaction support.[1][2][3][5]
George & Company states that it provides seller and buyer representation for business sales, purchases and mergers. Its described work includes targeted searches, confidential marketing packages, valuations, financial analysis, deal structuring, negotiation, due diligence, purchase-agreement review, closing preparation and post-close diligence.
For buyers, the firm describes search and acquisition support for first-time purchases and strategic acquisitions, including access to confidential or hidden-market opportunities. It also publicly states that it provides exit planning, buyer qualification and negotiation support.[3][4][5]
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: A George & Company article states that the firm has confidentially valued, marketed and closed hundreds of Main Street and lower-middle-market deals in the $1M–$50M range.[6]
What should a business owner evaluate before hiring George & Company?
Owners evaluating George & Company can assess a stated sell-side process that includes valuation, confidential marketing, buyer qualification, negotiation, diligence and closing preparation. The firm’s public examples span multiple industries. Separately, the firm reports hundreds of Main Street and lower-middle-market deals in the $1M–$50M range.
Before engagement, an owner should confirm which legal entity will sign the agreement and receive fees, the applicable licensing or regulatory status, the proposed fee structure and any exclusivity, termination or tail provisions. The owner should also clarify the intended buyer categories and geographies, the basis for valuation, the scope of buyer outreach, the process timeline and the handling of confidentiality and diligence. Engagement-specific terms should be confirmed directly with the firm.[3][4][6][7][8]
Which legal entity will sign the engagement agreement and receive fees
What licenses, registrations or professional designations apply to the firm and the assigned advisor
What is the proposed fee structure, including any success-fee tiers, minimum fee, expenses, exclusivity, termination rights and tail period
What size transactions does George & Company handle?
George & Company’s official materials describe a confidentiality-oriented process in which prospective buyers execute a confidentiality agreement before receiving client-company information. The firm states that buyer financial preparedness and strategic fit are reviewed.
The firm cites experience with hundreds of Main Street and lower-middle-market deals in the $1M–$50M range. Its Recently Sold page identifies completed examples including an early childhood education center in Clinton, Massachusetts; an environmental contracting transaction in East Longmeadow; a manufacturing-company transaction in Worcester; an auto-parts eCommerce transaction serving a national customer base; and a 12-location convenience-store group.[6][7][8]
The firm publicly presents its work around business sales, acquisitions and mergers. It states that it evaluates financial condition, sales growth or contraction, profitability, value-driving intangibles and the breadth of potential buyers when positioning a business.
George & Company also describes confidential marketing, buyer identification, deal structuring, negotiation, diligence and closing preparation as elements of its transaction process.[3][5]
George & Company states that it serves clients throughout New England from its Massachusetts base. Its official team page references experience in manufacturing, distribution, services, construction, technology, childcare, long-term care and hospitality.[1][2]
What does George & Company publicly disclose about fees and engagement terms?
The official Recently Sold page labels displayed transactions as confidential and does not disclose transaction dates, consideration amounts, buyer identities or detailed deal terms. The page provides transaction descriptions and advisor names but does not state when the displayed transactions closed.
The official buyer-services page describes case-by-case buyer-side fee structures, including hourly advisory services, success fees based on acquisition price and retainer arrangements with reduced success fees, but does not publish a universal fee schedule or fixed percentages. The official M&A page also does not identify the specific legal entity that contracts with clients or receives engagement fees.[3][4][7]
The official M&A page presents George & Company as providing business-sale, acquisition and merger advisory services and lists its Massachusetts contact address. Its confidentiality page states that the firm coordinates transaction information with a client’s attorney and accountant.
The official M&A page does not identify a firm-level broker-dealer, investment-adviser, securities or other regulatory registration or licensing status. This is a disclosure limitation of that page, not a conclusion about the firm’s status.[3][8]
George & Company states that prospective buyers must execute a confidentiality agreement before receiving client-company information. It describes reviewing buyer financial preparedness and strategic fit, as well as providing buyer identification, financial analysis, deal structuring, negotiation, due diligence and closing preparation.
On its M&A page, the firm states that it often uses a rising fee structure after a target price is achieved, does not get paid until the job is successfully completed and does not charge a retainer fee for the described M&A assignments.[3][8]
Questions to ask before hiring George & Company
Which legal entity will sign the engagement agreement and receive fees?
What licenses, registrations or professional designations apply to the firm and the assigned advisor?
What is the proposed fee structure, including any success-fee tiers, minimum fee, expenses, exclusivity, termination rights and tail period?
Which buyer categories and geographies will be targeted?
Which recent transactions share relevant industry, revenue, EBITDA or SDE characteristics, and what were the process timelines?
How will confidentiality, buyer qualification, diligence coordination and transaction support be handled?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Transaction size / criteria
- Transaction / portfolio evidence
- Public Process
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.