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.
Turris Group, Inc. provides advisory and transaction services. Nothing on this page is an offer to buy or sell a security.
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.
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.
- 01AssessWhere time and cost go today, and what the software you already pay for can do.
- 02SelectAn independent shortlist and roadmap, scored on cost, revenue and risk. No vendor commissions.
- 03ImplementSetup, integration and training with your team and vendors, plus a written usage and data policy.
- 04MeasureMonthly results against a day-one baseline: hours saved, cycle times, margin.
- Quoting and proposals
- Receivables and payables
- Scheduling and reporting
- Sales follow-up
- Customer service
- Capturing the owner’s knowledge
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.
- 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.
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.
05 · Principals
Two principals on every engagement.
The people who sign the engagement letter run the valuation, the buyer approach and the diligence calls. The firm takes a limited number of mandates at a time.
Five decades in M&A, corporate finance and private equity. Built and sold a national financial services firm to First Union, then led its business advisory division.
M&A advisory, real estate finance and AI implementation. Founder of a technology company.
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.