If you own an established Connecticut business and a sale is somewhere on your horizon, I handle the engagement personally, from the valuation conversation through the closing. A managed sale process, not a listing.
The practice is anchored in the New York metropolitan market and focused on the tri-state area and the Northeast, with buyer outreach that runs nationally when the business warrants it.
Fairfield County sits inside the New York commuter belt. Stamford, Greenwich and Norwalk are close enough to Manhattan that a buyer looking at businesses in New York will look at businesses in southwest Connecticut in the same search. For an owner here that is worth knowing before you go to market, because a process built only around Connecticut buyers is a smaller process than it needs to be. What serves an owner here is local knowledge of the market, a buyer search that goes national when the business warrants it, and a principal who handles both rather than passing the work down.
Businesses in this part of the state frequently work across the New York line. A service company in Greenwich may do half its work in Westchester. A distributor in Norwalk may deliver into both states without giving it a second thought. When a buyer evaluates the customer base, that regional footprint usually reads as a strength, and it is better presented deliberately than discovered halfway through diligence.
The questions that decide a Connecticut sale are the same ones that decide any sale, and they reward being answered early. How much of the business runs through you personally. How much of the revenue sits with the largest few customers. Whether the financial records support the earnings a buyer is being asked to pay for. What the lease says and how long is left on it. Whether the people who matter are likely to stay after a change of ownership. A serious buyer asks all of it. The difference between an owner who has worked through it and one who has not tends to show up in the price and in whether the deal actually closes, not in whether the questions get asked.
Confidentiality also carries extra weight in a market this tightly connected. Where clients, competitors and employees move in overlapping circles, an uncontrolled sale process is a real risk to the business. That is a large part of why I do not publish listings. Buyers are approached directly, screened, and put under a non-disclosure agreement before they see anything that identifies the company.
The engagement itself follows the same five stages as any other. Valuation grounded in recast financials and comparable transactions. Preparation before the business is shown. Direct and confidential outreach to qualified buyers. Offers judged on structure and certainty of close as well as price. And continued involvement through diligence and closing, coordinated with your attorney and accountant.
Backed by more than two decades across finance, real estate, and business brokerage, and more than 25 completed transactions.
A listing publishes a business and waits. A managed process prepares it, decides which buyers should see it, and controls what they learn and when. Most of what determines the outcome of a Connecticut sale happens before a buyer is ever contacted.
Every business is different, but a well run sale generally follows five stages, each actively managed from the first conversation to the closing wire.
Federally, a business sale can produce a mix of long-term capital gain and ordinary income. Most net long-term capital gain is currently taxed at rates up to 20%, and some sellers may also owe the 3.8% net investment income tax. The actual mix depends on the deal structure, the assets being sold, their tax basis, and items such as depreciation recapture and inventory. Connecticut does not provide a preferential state tax rate for long-term capital gains. Its graduated individual income-tax rate reaches 6.99% above $500,000 for single filers and $1 million for joint filers. A significant business-sale gain can put an owner into that top bracket, and Connecticut's tax calculation also includes recapture rules at higher income levels, so the effective state tax should be modeled with an advisor.
Sources: Tax Foundation, 2026 State Individual Income Tax Rates and Brackets (state rates); IRS (federal business-sale and capital-gains rules). Verified August 2026.
General information only, current as of the date shown. Archveo is not a tax advisor and this is not tax advice. The actual tax on a business sale depends on federal rules and on your deal structure, the assets being sold, entity type, residency, and cost basis, and can differ substantially from the general figures above. Confirm your own situation with your CPA or tax attorney.
No. Most of the work of a sale happens in documents and in scheduled conversations, and Connecticut owners generally find that the process asks for less of their time in person than they expected.
That said, Fairfield County is a short trip, and I am glad to meet in person when it is useful. In practice that is usually the first substantive conversation and, later on, the meetings with buyers who have earned one.
The focus is Fairfield County and southwest Connecticut, including Stamford, Greenwich and Norwalk. That focus exists because of the buyer connection to the New York market rather than any boundary on where I will work.
I work with owners elsewhere in Connecticut as well, and the process is identical. What changes with distance from the city is the composition of the likely buyer pool, which is something we would talk through early.
Generally established, profitable businesses with at least a million dollars in annual revenue, along with larger lower middle market companies.
Revenue is a rough filter rather than the real test. What matters more is whether the business has a track record a buyer can underwrite and whether your goals fit the kind of process I run. If it is not a fit, I will say so in the first conversation rather than take an engagement that will not serve you.
Often, yes. Southwest Connecticut is close enough to New York that buyers working the metropolitan market treat it as part of that market, and depending on the industry the strongest buyer may be a strategic acquirer or a private equity backed platform with no particular tie to the region.
That is the argument for outreach that goes wider than the state. Archveo focuses on the tri-state area and the Northeast and works with clients nationwide, so the buyer search follows the business rather than the state line.
Federally, a business sale can produce a mix of long-term capital gain and ordinary income. Most net long-term capital gain is currently taxed at rates up to 20%, and some sellers may also owe the 3.8% net investment income tax. The actual mix depends on the deal structure, the assets being sold, their tax basis, and items such as depreciation recapture and inventory. Connecticut does not provide a preferential state tax rate for long-term capital gains. Its graduated individual income-tax rate reaches 6.99% above $500,000 for single filers and $1 million for joint filers. A significant business-sale gain can put an owner into that top bracket, and Connecticut's tax calculation also includes recapture rules at higher income levels, so the effective state tax should be modeled with an advisor.
General information only, current as of the date shown. Archveo is not a tax advisor and this is not tax advice. The actual tax on a business sale depends on federal rules and on your deal structure, the assets being sold, entity type, residency, and cost basis, and can differ substantially from the general figures above. Confirm your own situation with your CPA or tax attorney.
We will talk about the business, why you are considering a sale, your timing, financial performance, and what a realistic next step looks like. If you are early in the process, that is fine. You do not need to have decided to sell.
It is a working conversation, not a pitch. Nothing about it commits you to selling, to an engagement, or to a timeline, and it is held in confidence.
You do not need to have decided to sell before speaking with us. Whether you are considering a sale now or a few years out, we can have a confidential conversation about what your business may be worth, how prepared it is for a sale, what the likely buyer universe looks like, and whether now is the right time to go to market.
A no-obligation conversation, held in confidence and at your pace.
Schedule a Confidential Consultation →Or call (646) 603-0594