Company lists · Data refreshed October 2026

Top 25 Pre-sale planning services based in the United States

Name: Pre-sale planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 29, 2026 2,726 companies tracked

RevenueBase identified 2,726 company matches for pre-sale planning services associated with the United States as of October 2026 and tracks 19,199 professional contacts across them, including 6,781 with verified work emails. New York is the largest hub.

This list covers company matches for pre-sale planning services 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 October 29, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 29, 2026 How this list was built

2,726Companies

19,199Contacts tracked

6,781Verified emails

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The 25 largest pre-sale planning services based in the United States

Ranked by team size

Top 25 of 2,726 company matches for pre-sale planning services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Oct 29, 2026	1,001-5,000	1,592 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
2	Benchmark International	Exact match	Tampa, FL, United StatesHQ recorded Oct 29, 2026	201-500	528 contacts →
	Exact match “Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
3	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, IL, United StatesHQ recorded Oct 29, 2026	51-200	367 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 · Oct 29, 2026 · View company records in RevenueBase
4	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 29, 2026	51-200	315 contacts →
	Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
5	Capstone Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 29, 2026	51-200	306 contacts →
	Exact match “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
6	Generational Equity, LLC	Exact match	Richardson, TX, United StatesHQ recorded Oct 29, 2026	201-500	270 contacts →
	Exact match “Generational Equity has closed more deals in the middle market than any M&A firm.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
7	First Choice Business Brokers	Exact match	Las Vegas, NV, United StatesHQ recorded Oct 29, 2026	51-200	249 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 · Oct 29, 2026 · View company records in RevenueBase
8	Portage Point Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 29, 2026	201-500	194 contacts →
	Exact match “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
9	Private Client & CO	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 29, 2026	n/a	159 contacts →
	Exact match “Transaction Advisory Private Client & Co.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
10	Chartwell Financial Advisory	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 29, 2026	51-200	157 contacts →
	Exact match “You make decisions every day that impact the lives of many people.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
11	B2B CFO	Exact match	Chandler, AZ, United StatesHQ recorded Oct 29, 2026	51-200	147 contacts →
	Exact match “B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
12	Lions Financial	Exact match	New York, NY, United StatesHQ recorded Oct 29, 2026	11-50	147 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 · Oct 29, 2026 · View company records in RevenueBase
13	AXIAL	Exact match	New York, United StatesHQ recorded Oct 29, 2026	51-200	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 · Oct 29, 2026 · View company records in RevenueBase
14	Progress Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 29, 2026	11-50	101 contacts →
	Exact match “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
15	IMAP	Exact match	Wilmington, DE, United StatesHQ recorded Oct 29, 2026	201-500	101 contacts →
	Exact match “IMAP has been guiding business owners and investors in M&A and corporate finance advisory transactions since 1973.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
16	Calder Capital	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 29, 2026	51-200	88 contacts →
	Exact match “Founded in 2013, Calder Capital is a cross-industry mergers and acquisitions advisory firm with offices across the United States.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
17	FP Transitions	Exact match	Lake Oswego, OR, United StatesHQ recorded Oct 29, 2026	51-200	88 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 · Oct 29, 2026 · View company records in RevenueBase
18	PHG Advisory	Exact match	New York, NY, United StatesHQ recorded Oct 29, 2026	51-200	65 contacts →
	Exact match “M&A Advisory, Fractional CFO & Bookkeeping, Digital Marketing, and Valuation” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
19	Cultivate Advisors	Exact match	Oak Brook, IL, United StatesHQ recorded Oct 29, 2026	51-200	64 contacts →
	Exact match “Cultivate Advisors is an advisory firm that can help take your small business to the next level.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
20	Lanigan Ryan	Exact match	Gaithersburg, MD, United StatesHQ recorded Oct 29, 2026	51-200	64 contacts →
	Exact match “Lanigan Ryan is a team of CPAs, Senior Business Consultants and Associates who specialize in the growth and development of privately-owned companies.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
21	Sellerplex	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 29, 2026	11-50	64 contacts →
	Exact match “Hi, I’m Nate!” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
22	Sunbelt Business Advisors Of Minnesota	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 29, 2026	51-200	63 contacts →
	Exact match “When it’s time to sell your company, hire the #1 firm in the country.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
23	RVR Consulting Group	Exact match	Winter Park, FL, United StatesHQ recorded Oct 29, 2026	11-50	58 contacts →
	Exact match “RVR is a full-service management consulting firm with the resources to align with your company’s vision to generate faster, optimized returns.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
24	FE International, INC	Exact match	New York, NY, United StatesHQ recorded Oct 29, 2026	51-200	56 contacts →
	Exact match “FE International is an award-winning global M&A advisor of technology businesses.” Recorded in the RevenueBase company graph · Oct 29, 2026 · View company records in RevenueBase
25	Comcap	Exact match	San Francisco, CA, United StatesHQ recorded Oct 29, 2026	51-200	56 contacts →
	Exact match “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded in the RevenueBase company graph · Oct 29, 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 “pre-sale planning services”. 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 2,726 pre-sale planning services based in the United States

See the full list, filter by size, metro and specialty, and access 6,781 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pre-sale planning services based in the United States at a glance

As of Oct 29, 2026

35.3%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

4.3%Largest-city concentration · New York

Oct 29, 2026Page data refreshed

Companies by employee count

1-10

2,203

11-50

449

51-200

201-500

1,001-5,000

10001+

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 2,726 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 “pre-sale planning services” 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 6,781 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 October 29, 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.

Pre-sale planning services 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 “pre-sale planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pre-sale planning services are there based in the United States?

RevenueBase identified 2,726 company matches for pre-sale planning services associated with the United States as of October 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?

Lincoln International tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most pre-sale planning services?

New York leads with 118 company records, followed by Atlanta (78) and Houston (67).

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 6,781 professional contacts with verified work emails tracked across these 2,726 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 October 29, 2026.

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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.