TurrisGroup
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M&A advisory · Valuation · AI strategy

We keep companies growing.

We help owners of privately held companies, typically $10M to $100M and above in revenue, understand what their business is worth, put AI to work to grow it, and sell on their own terms when the time is right.

Request an Opinion of Value Speak with a principal
Office
South Florida
Mandates
Nationwide
Practice
M&A, valuation, AI strategy
Founded
2001

01 · Practice

Advisory for owners of private companies.

Six practice areas, each run personally by the two principals. The first conversation, including an Opinion of Value, carries no fee.

UndecidedValuation, strategic review and a written keep-or-sell decision.ExitConfidential sale process, from memorandum and controlled auction to close.GrowthBuy-side target search, diligence and negotiation.EquityRecapitalization, shareholder agreements, succession and estate planning.Corporate FinanceDebt and equity capital, including non-traditional sources.AdvisoryFee-based strategic planning, buy-outs and succession.

02 · AI strategy and implementation

AI strategy for owner-operated companies.

We identify where AI tools will lower costs or grow revenue in your company, choose them independently, guide your team and vendors through implementation, and measure the results.

The same work makes the company worth more to a buyer: documented systems and earnings that grow faster than headcount.

  1. 01AssessWhere time and cost go today, and what the software you already pay for can do.
  2. 02SelectAn independent shortlist and roadmap, scored on cost, revenue and risk. No vendor commissions.
  3. 03ImplementSetup, integration and training with your team and vendors, plus a written usage and data policy.
  4. 04MeasureMonthly results against a day-one baseline: hours saved, cycle times, margin.

Where it pays most often

  • Quoting and proposals
  • Receivables and payables
  • Scheduling and reporting
  • Sales follow-up
  • Customer service
  • Capturing the owner’s knowledge
AI strategy in detail Discuss AI for your business

03 · Client portal and data room

A secure data room, run by the firm.

Every client has a private portal for the deal tracker, document requests and agreements. Diligence runs in our own virtual data room, and every process starts anonymous.

The Turris data room: folders on the left, documents in the selected folder on the right
A document open in the data room viewer, watermarked with the reader's name
Watermarked to the reader
Buyer groups and the people invited to each
Access by buyer group
The data room activity log: opens, downloads and most viewed documents
Every open logged
  • Invited by nameEach buyer group gets its own access, granted by the firm.
  • Folder-level permissionsEach group sees only the folders it has been granted.
  • Watermarked pagesEvery document carries the reader’s name, email and time.
  • Full activity logYou see who opened what, for how long, and what was downloaded.
Client login Request access

Screens show illustrative data, not a live engagement.

04 · Buyers

Direct relationships with every type of buyer.

Built over twenty-five years and kept current between mandates. For owner-operated companies in any industry, nationwide.

Strategic acquirersOperating companies buying capability, customers or geography.
Private equityFunds, their platforms and add-on acquisitions.
Family officesLong-hold private capital investing directly.
Management and sponsorsBuyouts by your own team or independent sponsors.
How a sale process runs

05 · Principals

Two principals on every engagement.

The two people who sign the engagement letter run the valuation, the buyer approach and every diligence call themselves. Nothing is handed to junior staff, and the firm takes a limited number of mandates at a time.

Ronald Torretti, Founder and President of Turris Group

Ronald D. Torretti

Founder and President · MSFS, MSM, ChFC

  • Built Mid-Atlantic Companies into a 15-office national advisory firm and led its sale to First Union National Bank
  • Senior Vice President and Managing Director of First Business Advisors, First Union’s advisory division for closely held companies
  • Also a Managing Director at Cross Keys Capital since 2020
Email Ron
Michael Williams, Managing Director of Turris Group

Michael Williams

Managing Director

  • Leads the firm’s AI strategy and implementation work for owner-operated companies
  • Real estate finance at Carlton Group on residential developments valued above $100 million
  • Founder of a technology company
Email Michael
Full biographies

06 · Questions

Common questions.

Entirely. There is no fee, no filing, no listing and no record outside this firm. We do not name clients, before a transaction or after one.

The first conversation, including an Opinion of Value, costs nothing. Sale and acquisition mandates are quoted per engagement. Advisory and AI work is fee-based and scoped in writing before it starts.

Most owners who call are not. Keeping the company is a legitimate outcome, and the valuation, succession and AI work stands on its own.

Buyers first see a one-page teaser with no name, location or customer detail. The memorandum is released buyer by buyer against a signed confidentiality agreement, and diligence runs in a data room the firm controls, with every page watermarked and logged.

Start with a free Opinion of Value.

A written range for what the company is worth today, and the items holding that number down. No fee and no obligation.

Request an Opinion of Value 610 453 1412