Client Successes with Jeff Balch
Read Client Successes With Jeff Balch, A Broker, From Crestone Business Group
“Jeff was honest, professional, and knew exactly how to position our company. I’d recommend him to anyone considering selling their business.” — Former Owner, Industrial Services Company
Deal 1: Industrial Services Firm – Sold in 4 Months
A Colorado-based industrial services firm was sold through Jeff’s guidance in under four months. Jeff handled valuation, buyer screening, and final negotiations. The seller praised his clear communication and ability to manage a competitive buyer process that resulted in a strong exit.
Jeff Balch successfully represented the owner of a Colorado-based industrial services company with annual revenues of approximately $4 million. The business had a strong client base in the Front Range and provided essential field services to commercial and industrial facilities.
Jeff led the valuation process, prepared a confidential information memorandum (CIM), and worked directly with the seller to develop a buyer-screening plan that prioritized financial qualification and operational fit.
Within 90 days of going to market, multiple offers were received, including interest from both private investors and a regional strategic buyer. Jeff facilitated a competitive but confidential sale process that led to a full-price cash offer with limited contingencies.
The deal closed in under four months. The seller credited Jeff for his consistent communication, attention to detail, and ability to manage the negotiation process with professionalism and care.
“I had no idea how complex this process would be until we started. Jeff took the time to explain every step, kept things moving, and helped me walk away on solid terms. He delivered exactly what I needed.” — Seller, Industrial Services Company
Deal 2: Specialty Retail Business – Confidential Sale with 3 Bids
Jeff Balch represented the owner of a long-established specialty retail business located in Colorado, with consistent cash flow and loyal repeat customers. The business had been family-owned for over 15 years and was known for its strong community presence and niche product offering.
Due to the nature of the business and staff longevity, confidentiality was a top priority. Jeff designed a private outreach campaign targeting pre-qualified buyers with existing retail or franchise experience. He managed all inquiries personally, using a staged disclosure process to maintain confidentiality while vetting for serious intent and financial readiness.
Over a six-week period, Jeff secured interest from five parties, resulting in three formal offers. He guided the seller through side-by-side comparison of deal terms, including transition timelines, financing structure, and buyer qualifications.
The seller selected a buyer who agreed to full asking price and retained key employees, preserving company culture and ensuring a seamless ownership transition. Jeff remained involved through due diligence and final close, handling all negotiations and helping facilitate landlord approval.
“Selling my business felt overwhelming until I started working with Jeff. He understood the importance of privacy, knew how to find real buyers, and walked with me through everything. I’m incredibly grateful for his help.” — Seller, Specialty Retail Business
Thinking About Your Next Move?
Whether you’re ready to sell your business or exploring what it might be worth, Jeff Balch is here to help you make an informed decision. With decades of experience, a track record of successful deals, and a commitment to confidentiality, Jeff provides straightforward guidance every step of the way.
Start the conversation today and discover what’s possible for your business
