Company lists · Data refreshed November 2026
Top 25 Owner transition planners based in the United States
RevenueBase identified 1,051 company matches for owner transition planners associated with the United States as of November 2026 and tracks 6,932 professional contacts across them, including 2,474 with verified work emails. Chicago is the largest hub.
This list covers company matches for owner transition planners associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest owner transition planners based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 371 contacts → | ||||
Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 330 contacts → | ||||
Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 287 contacts → | ||||
Exact match “Generational Equity has closed more deals in the middle market than any M&A firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 260 contacts → | ||||
Exact match “First Choice Business Brokers assists small to medium size business owners in valuing their business and finding buyers; acting as a professional intermediary throughout the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 156 contacts → | ||||
Exact match “B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 148 contacts → | ||||
Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 143 contacts → | ||||
Exact match “Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 120 contacts → | ||||
Exact match “Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 118 contacts → | ||||
Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 92 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 77 contacts → | ||||
Exact match “Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 72 contacts → | ||||
Exact match “When it’s time to sell your company, hire the #1 firm in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 69 contacts → | ||||
Exact match “Hi, I’m Nate!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 57 contacts → | ||||
Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 53 contacts → | ||||
Exact match “Helping middle-market business owners achieve their goals since 1997.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 45 contacts → | ||||
Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 42 contacts → | ||||
Exact match “Calhoun Companies has been in business since 1908 and specializes in Business Brokerage and M&A Services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 42 contacts → | ||||
Exact match “Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 39 contacts → | ||||
Exact match “We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 39 contacts → | ||||
Exact match “M&A Business Advisors is a full-service Business Brokerage and Lower Middle Market M&A Advisory Firm and the Leader in Business Sales & Acquisitions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 37 contacts → | ||||
Exact match “The FBX Team has over 235 years of experience in Business Sales and Consulting, which has resulted in transactions worth millions of dollars.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “EdgePoint Capital provides merger & acquisition advisory services for privately held companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “At DAK, we work hand-in-hand with CEOs and owners of middle-market and family businesses who are interested in growing their company through acquisitions or selling all or part of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 32 contacts → | ||||
Exact match “IAG M&A Advisors is a business intermediary consulting firm, facilitating the buying and selling of businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 32 contacts → | ||||
Exact match “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “owner transition planners”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,051 owner transition planners based in the United States
See the full list, filter by size, metro and specialty, and access 2,474 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Owner transition planners based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,051 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “owner transition planners” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,474 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Owner transition planners by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “owner transition planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many owner transition planners are there based in the United States?
RevenueBase identified 1,051 company matches for owner transition planners associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Prairie Capital Advisors, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most owner transition planners?
Chicago leads with 33 company records, followed by Dallas (29) and Atlanta (26).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,474 professional contacts with verified work emails tracked across these 1,051 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,051 owner transition planners based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Owner transition planners by geography
- Owner transition planners based in Sydney, Australia
- Owner transition planners based in London, United Kingdom
- Owner transition planners based in Atlanta, United States
- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia
- Owner transition planners based in Belgium
- Owner transition planners based in Canada
- Owner transition planners based in France
- Owner transition planners based in Germany
- Owner transition planners based in the Netherlands
- Owner transition planners based in Switzerland
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Owner transition planners based in Sydney, Australia
- Owner transition planners based in London, United Kingdom
- Owner transition planners based in Atlanta, United States
- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia
Company intelligence · public preview
Top 25 owner transition planners based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,051 matching company records for owner transition planners based in the United States, with 6,932 tracked contacts and 2,474 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 owner transition planners based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Prairie Capital Advisors, INCprairiecap.comHQ: Oakbrook Terrace, OH, United StatesReported employees: 51-200 | Oakbrook Terrace, OH, United States | 51-200 | Exact match | 371 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sellside Group, LLCsellsidegroup.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 330 contacts → |
“Selling a business is one of the most important financial decisions you'll ever make.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Generational Equity, LLCgenerational.comHQ: Richardson, GA, United StatesReported employees: 201-500 | Richardson, GA, United States | 201-500 | Exact match | 287 contacts → |
“Generational Equity has closed more deals in the middle market than any M&A firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  First Choice Business Brokersfcbb.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 260 contacts → |
“First Choice Business Brokers assists small to medium size business owners in valuing their business and finding buyers; acting as a professional intermediary throughout the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  B2B CFOb2bcfo.comHQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 156 contacts → |
“B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lions Financiallions.financialHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 148 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  AXIALaxial.netHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 143 contacts → |
“Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Platinum Grouptheplatinumgrp.comHQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 120 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Vestgen Wealth Partnersvestgen.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 118 contacts → |
“At VestGen, we’re transforming succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Exit Planning Instituteexit-planning-institute.orgHQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sunbelt Business Advisors Of Minnesotasunbeltmidwest.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 72 contacts → |
“When it’s time to sell your company, hire the #1 firm in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sellerplexsellerplex.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 69 contacts → |
“Hi, I’m Nate!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bluespring Wealth Partnersbluespringwealth.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  PCE Investment Bankers M&a Esop Valuationpcecompanies.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 53 contacts → |
“Helping middle-market business owners achieve their goals since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Capital Alliance Corporationcadallas.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 45 contacts → |
“We create value for the operators, buyers and sellers of privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Calhoun Companiescalhouncompanies.comHQ: Edina, MN, United StatesReported employees: 11-50 | Edina, MN, United States | 11-50 | Exact match | 42 contacts → |
“Calhoun Companies has been in business since 1908 and specializes in Business Brokerage and M&A Services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Northern Edge Advisorsnorthernedgeadvisors.comHQ: New York, TX, United StatesReported employees: 11-50 | New York, TX, United States | 11-50 | Exact match | 42 contacts → |
“Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Northborne Partnersnorthborne.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 39 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  M&a Business Advisorsmabusinessadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 39 contacts → |
“M&A Business Advisors is a full-service Business Brokerage and Lower Middle Market M&A Advisory Firm and the Leader in Business Sales & Acquisitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Florida Business Exchange, INCfbxbrokers.comHQ: Daytona Beach, FL, United StatesReported employees: 11-50 | Daytona Beach, FL, United States | 11-50 | Exact match | 37 contacts → |
“The FBX Team has over 235 years of experience in Business Sales and Consulting, which has resulted in transactions worth millions of dollars.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Edgepointedgepoint.comHQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 35 contacts → |
“EdgePoint Capital provides merger & acquisition advisory services for privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The DAK Groupdakgroup.com HQ: Rochelle Park, NJ, United StatesReported employees: 11-50 | Rochelle Park, NJ, United States | 11-50 | Exact match | 35 contacts → |
“At DAK, we work hand-in-hand with CEOs and owners of middle-market and family businesses who are interested in growing their company through acquisitions or selling all or part of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  IAG M&a Advisorsiagmerger.comHQ: Carrollton, TX, United StatesReported employees: 51-200 | Carrollton, TX, United States | 51-200 | Exact match | 32 contacts → |
“IAG M&A Advisors is a business intermediary consulting firm, facilitating the buying and selling of businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.comHQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 32 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,051 company matches
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Owner transition planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,051 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,051 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Owner transition planners by metro
Questions about this company list
What does Exact match mean for owner transition planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many owner transition planners did RevenueBase find based in the United States?
The saved snapshot records 1,051 matching company records, 6,932 tracked contacts and 2,474 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Owner transition planners by geography
- Owner transition planners based in Sydney, Australia
- Owner transition planners based in London, United Kingdom
- Owner transition planners based in Atlanta, United States
- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia
- Owner transition planners based in Belgium
- Owner transition planners based in Canada
- Owner transition planners based in France
- Owner transition planners based in Germany
- Owner transition planners based in the Netherlands
- Owner transition planners based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 owner transition planners based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/owner-transition-planners/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Owner transition planners based in Sydney, Australia
- Owner transition planners based in London, United Kingdom
- Owner transition planners based in Atlanta, United States
- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia
Company intelligence · public preview
Top 25 owner transition planners based in the United States
RevenueBase records 1,051 matching company records for owner transition planners based in the United States, with 6,932 tracked contacts and 2,474 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 owner transition planners based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, OH, United StatesReported employees: 51-200 | Oakbrook Terrace, OH, United States | 51-200 | Exact match | 371 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sellside Group, LLCsellsidegroup.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 330 contacts → |
“Selling a business is one of the most important financial decisions you'll ever make.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Generational Equity, LLCgenerational.com HQ: Richardson, GA, United StatesReported employees: 201-500 | Richardson, GA, United States | 201-500 | Exact match | 287 contacts → |
“Generational Equity has closed more deals in the middle market than any M&A firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | First Choice Business Brokersfcbb.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 260 contacts → |
“First Choice Business Brokers assists small to medium size business owners in valuing their business and finding buyers; acting as a professional intermediary throughout the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | B2B CFOb2bcfo.com HQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 156 contacts → |
“B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lions Financiallions.financial HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 148 contacts → |
“We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | AXIALaxial.net HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 143 contacts → |
“Axial streamlines the exit preparation process for business owners by making it easy for them to confidentially research, connect and transact with top-rated M&A advisors and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Platinum Grouptheplatinumgrp.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 120 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Vestgen Wealth Partnersvestgen.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 118 contacts → |
“At VestGen, we’re transforming succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Exit Planning Instituteexit-planning-institute.org HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sunbelt Business Advisors Of Minnesotasunbeltmidwest.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 72 contacts → |
“When it’s time to sell your company, hire the #1 firm in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sellerplexsellerplex.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 69 contacts → |
“Hi, I’m Nate!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bluespring Wealth Partnersbluespringwealth.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PCE Investment Bankers M&a Esop Valuationpcecompanies.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 53 contacts → |
“Helping middle-market business owners achieve their goals since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Alliance Corporationcadallas.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 45 contacts → |
“We create value for the operators, buyers and sellers of privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Calhoun Companiescalhouncompanies.com HQ: Edina, MN, United StatesReported employees: 11-50 | Edina, MN, United States | 11-50 | Exact match | 42 contacts → |
“Calhoun Companies has been in business since 1908 and specializes in Business Brokerage and M&A Services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Northern Edge Advisorsnorthernedgeadvisors.com HQ: New York, TX, United StatesReported employees: 11-50 | New York, TX, United States | 11-50 | Exact match | 42 contacts → |
“Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Northborne Partnersnorthborne.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 39 contacts → |
“We advise business owners through one of the most important moments of their lives – the sale of their company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | M&a Business Advisorsmabusinessadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 39 contacts → |
“M&A Business Advisors is a full-service Business Brokerage and Lower Middle Market M&A Advisory Firm and the Leader in Business Sales & Acquisitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Florida Business Exchange, INCfbxbrokers.com HQ: Daytona Beach, FL, United StatesReported employees: 11-50 | Daytona Beach, FL, United States | 11-50 | Exact match | 37 contacts → |
“The FBX Team has over 235 years of experience in Business Sales and Consulting, which has resulted in transactions worth millions of dollars.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Edgepointedgepoint.com HQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 35 contacts → |
“EdgePoint Capital provides merger & acquisition advisory services for privately held companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The DAK Groupdakgroup.com HQ: Rochelle Park, NJ, United StatesReported employees: 11-50 | Rochelle Park, NJ, United States | 11-50 | Exact match | 35 contacts → |
“At DAK, we work hand-in-hand with CEOs and owners of middle-market and family businesses who are interested in growing their company through acquisitions or selling all or part of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | IAG M&a Advisorsiagmerger.com HQ: Carrollton, TX, United StatesReported employees: 51-200 | Carrollton, TX, United States | 51-200 | Exact match | 32 contacts → |
“IAG M&A Advisors is a business intermediary consulting firm, facilitating the buying and selling of businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 32 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Owner transition planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,051 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,051 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Owner transition planners by metro
Questions about this company list
What does Exact match mean for owner transition planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many owner transition planners did RevenueBase find based in the United States?
The saved snapshot records 1,051 matching company records, 6,932 tracked contacts and 2,474 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Owner transition planners by geography
- Owner transition planners based in Sydney, Australia
- Owner transition planners based in London, United Kingdom
- Owner transition planners based in Atlanta, United States
- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia
- Owner transition planners based in Belgium
- Owner transition planners based in Canada
- Owner transition planners based in France
- Owner transition planners based in Germany
- Owner transition planners based in the Netherlands
- Owner transition planners based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 owner transition planners based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/owner-transition-planners/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Owner transition planners based in Chicago, United States
- Owner transition planners based in Dallas, United States
- Owner transition planners based in Australia