Why WETYR. An honest accounting of the credentials, memberships, content scale, and operating discipline that back every WETYR engagement. We list it because owners and operators evaluating advisors should be able to verify what they are buying.
Content & Research Authority
15,716+ Pages
Topic-specific content across services, industries, geographies, and reference. Each page 500-2,400 words. Among the largest dedicated M&A and operator advisory content footprints in North America.
11 Calculators + Exit Score
Business valuation, EBITDA multiple, SDE, SaaS, exit readiness, SBA loan, earnout, working capital adjustment, and the 20-question WETYR Exit Score.
50+ Term Glossary
Operator-grade definitions across M&A, exit planning, valuation, and deal structure. Cross-linked to long-form guides.
15 Operator Guides
How to sell, how to buy, how to value, how to do due diligence, how to run a rollup, exit planning, succession, SaaS valuation, search fund guide.
WETYR Multiples Report
Multiples by niche and tier across 20 verticals. Updated quarterly. Operator counter-positioning to BizBuySell Insight Report.
Anonymized Tombstones
Real transactions with revenue, EBITDA, multiple, role, timeline, and outcome. Publicly disclosed under post-close NDA.
Memberships, Credentials & Affiliations
WETYR maintains active memberships and credential pursuits with the bodies that govern lower-middle-market M&A practice. We list active and in-progress affiliations transparently. Items marked "in progress" are scheduled to complete within the current calendar year.
| Affiliation | Status | What It Means |
|---|---|---|
| Exit Planning Institute (EPI) — CEPA Credential | In Progress | Certified Exit Planning Advisor designation. Industry-standard exit planning credential. Value Acceleration Methodology integrated into WETYR's preparation engagements. |
| Axial Network Membership | In Progress | Network platform connecting M&A advisors with PE buyers and strategic acquirers. Drives qualified buyer flow on sell-side mandates. |
| M&A Source Membership | In Progress | Trade body for lower-middle-market M&A advisors. Issues CMAA (Certified Merger and Acquisition Advisor) credential. |
| International Business Brokers Association (IBBA) | In Progress | Trade body for business intermediaries. Issues CBI (Certified Business Intermediary) credential. |
| Vistage / EOS Implementer Referral Network | Active | Reciprocal referral relationships with Florida and Southeast Vistage Chairs and EOS Implementers. |
| 25-Niche Buyer Network | Active | Active buyer relationships with named PE platforms, search funders, holdcos, and family offices across 25 AI-resistant niches. |
Operating Discipline
Every WETYR engagement runs on the same operating discipline: scoped deliverables, weekly accountability, measurable outcomes tied to enterprise value drivers, and a single retained relationship across all services. We do not run engagements as project shops with siloed teams. The operating partner who diagnoses the value-driver gaps stays engaged through preparation, transaction execution, and 100-day post-close stabilization.
Compliance & Regulatory Posture
WETYR provides M&A advisory and business consulting services. WETYR is not a licensed business broker, registered broker-dealer, FINRA member, SEC-registered investment adviser, attorney, or CPA. Transactions involving real property or securities require appropriately licensed professionals and WETYR coordinates with the appropriate counsel and licensed intermediaries on every transaction. Information provided on this website is for general informational purposes and is not legal, tax, accounting, or investment advice. See our specialist partners page for the firms WETYR refers to when a transaction requires licensure or specialty expertise outside our scope.
Why This Matters
Many advisors in this space claim breadth without backing it up. WETYR publishes the credentials, memberships, content scale, and partner network that any owner can verify before engaging. Owners and operators evaluating advisors should expect this level of transparency from anyone they retain.
Verify And Decide
Cross-reference the credentials, content, and partners above. Then take the Exit Score or book a call. The qualifying conversation tells you whether WETYR is a fit.
Authoritative Sources & Further Reading
WETYR works alongside primary sources, regulators, and industry data providers when advising owners and operators. The references below are the same sources our advisory team uses when modeling deals, benchmarking multiples, and stress-testing assumptions. We encourage every owner, buyer, and operator to verify any data point that materially affects their decision against the underlying primary source.
Primary Federal Sources
- U.S. SBA — 7(a) Loan Program for acquisition financing eligibility, terms, and lender list.
- SEC EDGAR for public-company comparables, 10-K disclosures, and recent strategic acquirer filings.
- IRS — Sale of a Business on Section 1060 asset-allocation reporting and tax treatment of asset vs stock sales.
- U.S. Bureau of Labor Statistics — Industries at a Glance for wage, employment, and growth data by NAICS code.
- U.S. Census Economic Census for industry size, firm counts, and revenue distributions.
- Federal Reserve Economic Data for prevailing rate environment underwriting.
Standards & Reference Bodies
- AICPA for Quality of Earnings methodology and CPA standards governing transaction-related financial work.
- FINRA Rules and Guidance for understanding when a transaction crosses into broker-dealer territory.
- NACVA business valuation credentialing body and standards (CVA designation).
- USPAP — Uniform Standards of Professional Appraisal Practice for valuation engagement standards.
- Investopedia — EBITDA reference page for definitional alignment with our glossary.
- Harvard Business Review — Mergers and Acquisitions archive on integration and post-close value creation.
For deeper transaction-specific data, the GF Data and PitchBook private-company transaction databases publish quarterly multiple ranges by industry size band that we cross-reference against our own pipeline benchmarks. Owners considering a sale should also review the Pepperdine Private Capital Markets Report (free, annual) for current cost-of-capital and lender appetite data across the lower middle market. Buyers underwriting search-fund or holdco theses commonly pair Stanford GSB's Search Fund Study with the IBBA Market Pulse report, which tracks multiples for sub-$50M transactions quarterly. None of these sources replace deal-specific advisory, but they give owners and operators the same reference points professional acquirers are using on the other side of the table.
Related WETYR Resources
Every WETYR resource ladders into a structured engagement framework. Whether you are diagnosing readiness, modeling a number, or preparing for a specific transaction phase, the resources below cover the most common owner and operator workflows. All tools are free; all guides are operator-written; all engagements start with a confidential conversation.
Engagement Pillars
Decision Tools
Operator-Written
Glossary & FAQ
Checklists & Templates
Niche Coverage
If you are not sure where to start, the Exit Readiness Score takes about four minutes and produces a one-page diagnostic on the value drivers most likely to compress your multiple. From there the natural next step is either a long-form guide covering your specific situation, a focused glossary term lookup, or a confidential introductory call with our team to discuss whether WETYR's advisory or operator-buyer engagement is a fit. Our team responds to every inbound inquiry within one business day.