How do I sell my business in New York?

A confidential kick-off meeting defines objectives, timing, and net-after-tax targets. We craft marketing materials, qualify New York and national buyers, and run a controlled auction to maximize competition. After a letter of intent is signed we manage diligence, negotiate purchase agreements, and coordinate tax and legal advisors. Owners spend only a few hours a week on key decisions while we handle the heavy lifting.

What state taxes apply when selling a company headquartered in New Jersey?

New Jersey treats business-sale gains as taxable income, but multiple strategies can reduce the effective rate. S-corporation shareholders often elect an Entity-Level Business Tax to claim federal deductions. C-corporations face potential double taxation unless a stock sale is negotiated. We model asset, stock, and ESOP structures with your CPA to optimize after-tax proceeds.

How do union labor agreements affect deal structuring in the Tri-State area?

Collective-bargaining agreements can trigger successor liabilities, pension withdrawal penalties, and post-closing negotiation obligations. We analyze union contracts early, value unfunded pension liabilities, and structure escrows or price adjustments that protect both seller and buyer while maintaining workforce continuity.

Do I need audited financials to attract private-equity buyers?

Audited statements shorten diligence and justify stronger offers, but high-quality reviews plus a reputable quality-of-earnings report can suffice for sub-100 MM USD deals. We evaluate your reporting, recommend audit scope if needed, and build normalized financial packages that buyers trust.

Can an ESOP work for a multi-state company?

Yes. An ESOP trust can own subsidiaries in various states; payroll systems allocate contributions across locations. We model cash flow, repurchase obligations, and state tax impacts, then coordinate trustees and lenders experienced with multi-state plans to execute efficiently.

How long does an M&A process take in the Northeast?

A complete sell-side process averages six to nine months: six weeks for preparation, two months for buyer outreach, and roughly three months to close under exclusivity. Complex regulations or multiple facilities can add time; early readiness work always speeds closing.

What financing options exist for ESOPs in New York and New Jersey?

Most deals combine senior bank debt, seller notes, and sometimes mezzanine capital. Regional banks often fund 40-60% of the purchase price, while mezzanine funds or structured preferred equity fill gaps. We solicit competing term sheets and balance debt service with shareholder liquidity.

How do interest rates affect my company's valuation in 2025?

Higher rates lift discount rates and borrowing costs, which can compress multiples. Strategic buyers with strong cash reserves remain less sensitive, while private equity adjusts capital structures to maintain returns. Companies with recurring revenue and pricing power still command premiums. We update models regularly so owners can time the market intelligently.

New York Investment Bank | M&A, ESOP & Valuation

Services Tailored to the New York Market

Serving the Tri-State area, we connect local sellers with strategic buyers, private equity, and lenders nationwide to broaden options and protect value.

Mergers & Acquisitions

New York is the world’s leading financial center and home to many of the largest private-equity firms. Our bankers leverage deep Wall Street relationships to create competitive auctions, secure premium multiples, and negotiate terms that protect downside risk, even in fast-moving markets.

ESOP Advisory

The Northeast has a robust ecosystem of ESOP trustees, advisors, and lenders. We model tax-advantaged ESOP structures, arrange financing with regional and national banks, and coordinate with advisors to help owners achieve liquidity while employees gain equity.

Business Valuation

With many public companies and complex transactions in the region, SEC reporting, purchase-price allocation, and complex capital structures are common. Our ASA-credentialed appraisers and valuation professionals deliver defensible valuations that satisfy auditors, regulators, trustees, and litigation counsel.

Strategic Advisory

From fintech roll-ups to cross-border joint ventures, our New York team designs value-creation roadmaps, restructurings, and minority recapitalizations suited to the high-velocity, multi-state environment of the Tri-State market.

PCE location quick links:

Michael Rosendahl
Managing Director, M&A

Michael leads PCE’s national M&A practice and brings 20+ years of investment-banking and corporate-development experience. He has closed transactions in industrial manufacturing, distribution, power and heavy transportation, pairing rigorous analysis with creative deal structures. Prior roles include managing middle-market sales at a New York boutique and directing fintech investments for an electronic brokerage firm. A CFA charterholder with FINRA 7, 24, 79, Mike is a sought-after speaker at industry events and serves on several finance and transport associations.

Daniel Cooper
Managing Director, Valuation

Daniel advises public and private companies on valuation for ESOPs, estate planning, and financial reporting. He has valued operating businesses and complex securities from USD 1 million to USD 200 million and co-authored the NCEO’s Guide to DOL ESOP Investigations. His expertise spans purchase-price allocations (ASC 805), goodwill impairment (ASC 350) and stock-based compensation (ASC 718). A CFA charterholder, Daniel earned a BA in Politics, Philosophy and Economics from the University of Oxford.

Adam Geller
Vice President, ESOP

Adam supports ESOP sales, recapitalizations and capital-structure optimization, leveraging a background in leveraged finance and capital markets. He previously advanced U.S. growth for a UK financial-services firm and executed LBO, refinancing and dividend-recap deals at both a bulge-bracket and a Japanese investment bank. Adam is FINRA 79 licensed, active in the ESOP Association and NCEO, and holds a BS in Finance from Indiana University’s Kelley School of Business.

Client Testimonials

PCE ran a great process that provided an optimal outcome for me and my team. My goals for the sale of the company my family built have been surpassed."

Douglas Zak
Zak Incorporated

PCE’s support throughout the transaction was invaluable—they provided many excellent options and were a valuable partner throughout this process.”

Ed McEntee
T&E Industries

We greatly appreciate all of PCE’s hard work on this transaction. Their persistence and dedication were instrumental in getting this result."

Jonathan Ettere
Arete Development

Frequently Asked Questions

How do I sell my business in New York?
A confidential kick-off meeting defines objectives, timing, and net-after-tax targets. We craft marketing materials, qualify New York and national buyers, and run a controlled auction to maximize competition. After a letter of intent is signed we manage diligence, negotiate purchase agreements, and coordinate tax and legal advisors. Owners spend only a few hours a week on key decisions while we handle the heavy lifting.
What state taxes apply when selling a company headquartered in New Jersey?
New Jersey treats business-sale gains as taxable income, but multiple strategies can reduce the effective rate. S-corporation shareholders often elect an Entity-Level Business Tax to claim federal deductions. C-corporations face potential double taxation unless a stock sale is negotiated. We model asset, stock, and ESOP structures with your CPA to optimize after-tax proceeds.
How do union labor agreements affect deal structuring in the Tri-State area?
Collective-bargaining agreements can trigger successor liabilities, pension withdrawal penalties, and post-closing negotiation obligations. We analyze union contracts early, value unfunded pension liabilities, and structure escrows or price adjustments that protect both seller and buyer while maintaining workforce continuity.
Do I need audited financials to attract private-equity buyers?
Audited statements shorten diligence and justify stronger offers, but high-quality reviews plus a reputable quality-of-earnings report can suffice for sub-100 MM USD deals. We evaluate your reporting, recommend audit scope if needed, and build normalized financial packages that buyers trust.
Can an ESOP work for a multi-state company?
Yes. An ESOP trust can own subsidiaries in various states; payroll systems allocate contributions across locations. We model cash flow, repurchase obligations, and state tax impacts, then coordinate trustees and lenders experienced with multi-state plans to execute efficiently.
How long does an M&A process take in the Northeast?
A complete sell-side process averages six to nine months : six weeks for preparation, two months for buyer outreach, and roughly three months to close under exclusivity. Complex regulations or multiple facilities can add time; early readiness work always speeds closing.
What financing options exist for ESOPs in New York and New Jersey?
Most deals combine senior bank debt, seller notes, and sometimes mezzanine capital. Regional banks often fund 40–60% of the purchase price, while mezzanine funds or structured preferred equity fill gaps. We solicit competing term sheets and balance debt service with shareholder liquidity.
How do interest rates affect my company’s valuation in 2025?
Higher rates lift discount rates and borrowing costs, which can compress multiples. Strategic buyers with strong cash reserves remain less sensitive, while private equity adjusts capital structures to maintain returns. Companies with recurring revenue and pricing power still command premiums. We update models regularly so owners can time the market intelligently.

Visit Our Office

PCE Investment Bankers, Inc.
141 Dayton Street, Suite 204
Ridgewood, NJ 07450

Phone: 201-444-6280

Office Hours: Mon–Fri 8:00 AM – 6:00 PM

Getting Here: Our Ridgewood office is a five-minute walk southwest of NJ Transit’s Ridgewood Station on the Bergen County & Main lines. Exit the station onto Garber Square, walk south on Cottage Place, then turn right on Dayton Street—Suite 204 is midway down the block. Metered parking is usually available on Dayton and Hudson Streets; the Hudson Garage (One Hudson St.) offers 2- to 4-hour public parking and EV charging. Client visits are by appointment.

location

New York Investment Bank | M&A, ESOP & Valuation