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The Firm Advisors
210 N 78th St 2nd floor, Omaha, NE 68114, United States
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The Firm Advisors

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An
Review №1

It has been great working with Cassandra and The Firm team. They have worked diligently in maintaining open communication and facilitating conversations. I dont have any reservations in working with them and perhaps in the future, we will find another deal to work on.

Aa
Review №2

The team over at the Firm Advisors are alway professional, friendly and easy to work with. I can say with confidence that they are leading the charge when it comes to providing good service to their clients. I would definitely recommend them to anyone looking to purchase or sell their business.

Ke
Review №3

Extremely professional staff and very well informed with regard to the business acquisition process. The Firm always has the finest businesses listed for acquisition.It is the place to go when looking for a business to purchase.

Ra
Review №4

I am enjoying the business experience with The Firm Advisors. They are very knowledgeable, pleasant, and excellent communication skills via telephone and emails, not to mention being punctual. They are quick to answer and respond to questions. Even if this opportunity doesnt work out, I would not hesitate to work with them again.Thank you Cass & Corrie

Ch
Review №5

Very professional. Initial onboarding of potential buyers is more through than most Ive seen. Definitely a plus for both sides.

Er
Review №6

We are a family office that makes about 4-6 acquisitions per year. We have worked with the Firm Advisors on a number of potential transactions and find them to be very professional and easy to work with. They are an excellent source of deal flow and run a very efficient and effective sales process. We highly recommend them to potential sellers and buyers.

Bi
Review №7

Me and my business partner were interested in a business. We never heard back from them after signing the NDA and getting the initial call which was basically them asking us why were ‘interested’ in the business?Wasted a week trying to get info on the business and still don’t have anything so we have decided not to pursue this business because we will have to wait forever to get an email from them.

Me
Review №8

I am quite inexperienced when it comes to business acquisition. After my initial call with Cassandra, my mind is eased knowing that I will not have to navigate this journey alone. To have an experienced and honest organization to help me as I explore this option is amazing and definitely lessens the stress of trying to navigate this process.

Gl
Review №9

Jared called on time. He is very friendly, respectful and really efficient and helpful!Thank you Jared!

Ma
Review №10

Courtney and team are great to work with. Honest approach combined with a ‘cut to the chase’ mentality keeps things efficient and focused.

Jo
Review №11

Excellent attention, concrete and precise answers and full disposition to provide the service

St
Review №12

Ive been looking at acquiring a business for some time and have spoken to dozens of brokers and buyers during that time. I appreciate what the Firm brings to the table in terms of communication and quality of listings. Ive found Courtney to be candid, knowledgeable, and affable. After following up on a call with a business owner the The Firm represents I shared some feedback on something I thought they could do differently to help prospective buyers like myself. I appreciated how thoughtful and receptive Courtney was to my feedback. I plan to submit an offer on a business they have listed and I look forward to a smooth and transparent transaction.

Sh
Review №13

Great experience speaking with Jared, he was articulate and knowledgeable on the subject business.

Da
Review №14

In my years in small business M&A I have reviewed countless broker summaries and CIMs of small businesses. I find The Firm’s work to be highly professional and straight-forward, and believe they do an excellent job of representing good business and structuring transactions at fair prices. I hope to get the chance to work further with them on a transaction soon.Darrin ShillairSpecialty Sales LLC / Eagle Tower Capital

Ga
Review №15

Worked with this firm on an M&A transaction where our law group was representing the seller of the business. They are extremely professional and on top of things; all of their staff were a pleasure to work with. Highly recommend!

Ro
Review №16

Fantastic customer service. Friendly and informative

Ch
Review №17

I’ve had the pleasure of engaging in business with The Firm Advisors team and have been extremely impressed. They’re been responsive, professional, and are very well informed. While they remain respectful to their sellers, they provide and incredible service to the buyer with their analysis and documentation.If you’re buying or selling a business this is a top rate firm!

St
Review №18

The Firm is passionately focused on the successful outcome in assisting business owners sell their companies and facilitating buyers to find the right company to acquire. Very knowledgeable and professional.

Le
Review №19

Had a great brief conversation and meeting on the phone. Ms. Cassandra was very prompt and curtious.

Ru
Review №20

Call scheduled. No call was made by the firm and they claimed that they supposedly did call me. Rescheduled but still no call.Pretty lame to keep buyers ignored if you ask my honest opinion.

Ni
Review №21

I had a stellar experience working with Cortney and her team at The Firm. Having interacted with many advisors from different firms, I would have to say that the level of efficiency, knowledge and above all caring from this team was second to none. I loved working with them because their valuations are fair and accurate and even when things were not clear, they were able to provide me with answers that helped me understand. I also really appreciated the individual attention I had from Rachel and would highly recommend The Firm.

Ad
Review №22

Working with Cortney and The Firm Advisors is a top-notch level experience! Cortney and her team are very professional, posed, and detail oriented. They respond promptly to any questions we have had and we wish all brokerages would operate like they do! We look forward to doing more business with them in the future!

De
Review №23

Courtney and Cassandra have been a pleasure to work with. Top notch professionals!

Jo
Review №24

This company is very well organized and very good at follow up.

De
Review №25

Great brokerage with great people. Head and shoulders above other business brokers we have worked with. The amount of information they provide upfront is very helpful. Definitely our preferred choice.

Al
Review №26

I just wanted to write a few words regarding a recent phone conversation I had with Jaime Heldridge. She was very polite, courteous, and easy to talk to. She was very cordial and answered all my questions in a professional manner. I look forward to working with her and your company in the months ahead.

Ro
Review №27

Efficiency is paramount to me as I try to juggle full time paid work, volunteer work and finding a business to buy to help transition to a new career. The Firm has made it easy to find the right opportunities and quickly assess for fit.

Be
Review №28

Rachel is amazing! While I have only spoken with her on the phone twice, she is very professional, helpful, patient and great to work with. I look forward to working with her in the future.

Ja
Review №29

Call went extremely well. Very informative and tremendous industry knowledge. I’m looking forward to doing business together!

Em
Review №30

Had a great experience with the team from The Firm. They were very responsive and quick to follow-up. I was quite impressed with their domain knowledge and familiarity with the company for sale. Having interacted with multiple advisors at the Company, it is obvious theyre focused on being helpful and creating a positive experience for their clients.

Bo
Review №31

Knowledgeable, fair, and trustworthy. Working with this company was a fabulous experience and I will be returning as I venture into future endeavors. I cant express enough the appreciation for the individual attention and the work ethic that this team puts in to your next investment. Attention to detail, so often is overlooked in other experiences Ive had, but this was not the case with The Firm. Please reach out to them and youll be on your way in no time.

St
Review №32

I have loved working with those who I have already interacted with. Every single person is knowledgeable about the process and always prepared. They actually care about the buyer and seller in the process and won’t push a deal if it isn’t the right match. They give fair, accurate and detailed valuations of businesses. It doesn’t take long to feel like you’ve always known them and I would definitely recommend them for any brokerage needs.

Gr
Review №33

Courtney has been great to deal with. I have dealt with dozens of business brokers over the past 7 years and Courtney and The FIRM are as professional if not more professional than any of them. It is clear from the moment you first speak with Courtney that she is very intelligent and well informed about the businesses she is representing. Highly recommend!

Af
Review №34

Great people to work with. Very knowledgeable and supportive.

Re
Review №35

As an associate of The Firm, I can honestly say that this group of ladies is the hardest working, most client-centered group that Ive had the pleasure to work with.Heres what a few of our clients have said about our amazing team:Thank you so very much for all the assistance you and your staff provided to Tim and me as we went through the challenging process of selling our business. It is such a wonderful feeling to now be moving on to a new chapter in my life. - Troy S, SellerThe Firm is really organized, to the point where all I had to do was sign paperwork. It was a smooth process, and the transition of being accepted by patients was smooth, too. Almost 100 percent of the patient base has remained. - Dr. Wilson, BuyerWe only stopped the searched when we found the perfect one. -Emil T, Seller

Me
Review №36

The Firm is a unique company that I cannot praise high enough. Working for The Firm, I have the pleasure of witnessing the amount of work, commitment, consideration, thoughtfulness, and more that goes into each and every one of our deals. We value our clients and fight to support whats best for all of them individually. Our team is led by the fearless Cortney Sells, who is nothing short of an inspiration. The Firm has taught me so much about deals, business management, M&A, and more. I would recommend The Firm to anybody looking to purchase a business or to any business owner looking to sell. No matter why you come to us, we are always ready and able to assist.

Da
Review №37

Courtney is an absolute genius. She gives well thought out, strategically minded advice. I would highly recommend the firm if you want to buy or sell a business.

Ja
Review №38

Anya and the Firm are absolute Professionals when it comes to Business Brokers. They have stellar organizational systems and display superb interpersonal tact; all of which streamlines and steers the negotiation process towards a win-win!

Jo
Review №39

I spoke with Rachael today and she was very respectful and willing to assist me in any way to help make my dreams come true. Everyone I have exchanged emails with is very responsive and quick to reply. Look forward to working more with everyone and making my first acquisition a reality.

Ka
Review №40

I have enjoyed working with these amazing folks! They have patiently explained and re-explained how the process works in selling my business. They are professional and efficient but yet very personable. Ive never felt that they did not value me as a customer; even though my sale will be very small in comparison with their average. I highly recommend The Firm Business Brokerage to anyone who is even considering selling their business.

Ja
Review №41

Cassandra was great! Super nice and easy to work with. Would definitely recommend!

Sa
Review №42

Cassandra and her team are nothing but super professional and stellar to work with! Constantly providing great communication and providing a highly professional and satisfactory experience!

Fi
Review №43

Take a look at what a client had to say:From: Bill VoegeleI like to work with females who are business professionals. I recently hired a female attorney and I told her that I chose her because I liked her (relatively low) fee and the fact that she is a she. I think that females who make it to this level tend to be more focused and better organized than their male counterparts. I see those qualities in the M&A firm called The Firm….a group of professional women who are definitely in the “doer” camp. From what I have seen, at several levels, they are a dedicated and powerful group. The next time I need some M&A work, I will check them out.

ru
Review №44

Very professional team that not only takes care of their clients but makes a smooth transaction for buyers as well. Set the sellers with a realistic mindset that we’ve experience and that doesn’t happen often. Thank you Cortney and team for making our transaction smooth.

37
Review №45

It’s a pleasure dealing with Jamie she’s knowledgeable and always gets me to the right person and does it in a timely manner

Sa
Review №46

Great advisers . I got next day Respond for a Business they have for sale. Then I got answers for all my questions and concerns right away. Great people to communicate with . I didn’t find this kind of service with any other Business broker . I highly recommend them

Ap
Review №47

I got a business evaluation from the Firm as well as some other local companies. I felt The Firm was the most honest and ethical. What impressed me the most was how confidential they are. Their extremely hard working staff was prompt and the owner Cortney is so passionate about what she does that she takes the time to get to know every detail inside and out about every business she sells. You wont find a lot of business owners as successful as her that are still as involved in the day to day grind as she is. In my opinion, thats what sets The Firm apart and probably why they are top global producers.

Bl
Review №48

Very well organized company. Processes ensure a create experience for both buyers and sellers. The best website I have come across for business brokers.

Be
Review №49

As an active buyer Ive worked with A LOT of brokers and firms and have to say hands down this has been the most enjoyable, personable, and professional team Ive worked with. Cassandra has been the point person Ive worked with and shes incredibly responsive, honest, and willing to work through all items and needs. I would highly recommend working with this team!

Ga
Review №50

Cortney Sells and The Firm team are excellent! Cortney is always extremely helpful and happy to lend her expertise/insight. The entire team is courteous, kind and fun to work with. I look forward to working with The Firm again in the future!

Ji
Review №51

Sue did an amazing job helping us with our attempt to acquire a business. She was always prompt with responses and always on time for meetings. She even took the time to respond to emails on days she wasn’t working. This showed us her dedication to get the deal done. Although our first attempt didn’t work out in our situation, Sue and Courtney reached out right away to help us find the right business. We would absolutely work with The Firm again because their process helps to streamline the business acquisition process and protect both the buy and sell side.Thanks Tim & Jill

An
Review №52

From what Ive witnessed, The Firm staff is amazing! They are extremely knowledgeable, always helpful, and they truly take care of each of their clients. They do exceptional work!

Sa
Review №53

I have learned a great deal of information from the well rounded and strong business women at the Firm Advisors. Cortney, Rachael, Makayla are the most influential and helpful women I have ever encountered!

Tr
Review №54

I am continuously impressed by the work they do at The Firm. Ive never met a more knowledgeable, resourceful and intuitive group of advisors.

Pa
Review №55

Thus far I have had only great interactions. Everyone Ive engaged with has been friendly, knowledgeable, and professional. I look forward to working with The Firm.

Ji
Review №56

Very much enjoying my retirement! Thank you to The Firm. Rachael was very responsive

Dr
Review №57

I’ve never had the pleasure of doing business that is more people-centered than the firm. They worked diligently to ensure that I was comfortable and felt heard while also providing an environment that was fruitful in my processes of decision making. Huge shoutout to Courtney and her team of exceptionally talented brokers.

Jo
Review №58

The Firm is a fast-growing company with a high-performing team that cares deeply about each customer and our community. They frequently organize events to draw attention to and support for great causes and participate selflessly in the governance of some of our region’s most critical nonprofit agencies. As the president & CEO of one of those agencies, Heartland Family Service, I can tell you we have benefitted immeasurably.

Mi
Review №59

Every time I call in or go into the office all of the ladies are so friendly and honestly make me feel like Ive known them for years! Love it every time I get to talk with them or do business with them. The firm girls are the best!!

Sh
Review №60

I would recommend The Firm to anyone that is thinking of buying or selling their business. The management team is very talented and knowledgeable! The Firm is my number one go to for all my deals. Thank you guys for being the best!

Ja
Review №61

The Firm has been the most responsive broker that I have experienced...by far. I also appreciate their approach to educate instead of sell.

Ha
Review №62

I spent this summer working as an intern for The Firm. It was such a great experience working with intelligent women who go above & beyond for their clients. I learned a great amount on business strategy, conflict resolution, & the overall operation of a business brokerage. These people are the best!!

Ja
Review №63

I would not be as happy and fulfilled in my business today (FirstLight Home Care) without Cortney Sells and the FIRM. Period! She took mine and my husbands thought of maybe selling our business someday and my desire to have a purpose driven business of my own, someday, and turned into reality in 6 weeks-start to finish. She brought me the exact business I was looking for even though I had NOT had the complete vision of it yet! Amazing! She is intelligent, highly experienced and represented us proficiently as both buyers and sellers! I HIGHLY RECOMMEND Cortney and the FIRM!

Ja
Review №64

Very professional and knowledgeable people to deal with.

Ri
Review №65

Courtney and her team are very professional and hard working. They want the best for their buyers and sellers, which is always a crucial balance.

At
Review №66

Highly professional and very friendly staff. Quick to respond to queries and emails. Strongly recommended.

ch
Review №67

Always a super friendly group of people to talk to.

Ju
Review №68

I have both bought and sold businesses through The Firm, and couldnt be more pleased. On the buying side they sit down with you and really listen to what kind of business youre looking for. Then they take the time to walk you through the process step-by-step. Similarly on the selling side they take the time to sit down with you, talk through your business, review your financials and do a detailed, professional, and fair evaluation. I would highly recommend using The Firm to anyone looking to buy or sell a business.

Mi
Review №69

They have a very strategic and in depth interview process to ensure they get the right people for their team. Courtney has done a great job hiring amazing women and has created an empowering and positive culture.

my
Review №70

1st impression was that the rep seemed well informed and willing to offer ideas to streamline the process and reduce costs. 1st impression...impressed.

Ga
Review №71

So far its been a wonderful experience! Everyone is super responsive and kind. Looking forward to adding to my portfolio of companies!

Jo
Review №72

The Firm is not only great to work with but also to work for. From starting as an intern to becoming a full time employee, it has been an engaging experience. Cortney takes an active role in every employees career to ensure their success. The team works incredibly hard to aid our clients in finding the perfect opportunity for them to reach their business goals.

To
Review №73

The commissions I paid to the Firm has to be the poorest way I have ever spent Money! Yes the Firm did bring me a buyer and Yes I sold my business. This is where it ends. All through the process, I was left to feel that I was the competition. Come to find out the buyer had the same feeling. I was led to believe they were working for me. They were clearly working for themselves. Saying and doing anything to get the deal done. I asked for helping negotiate a better deal and was told that the buyer was done. When in fact the buyer was never approached. Hence keeping their commission high. In many cases, we were left to our own devices to figure out the processes to this sale. Incurring legal expenses that The Firm should clearly been able to provide answers to. I was even told by Courtney Sells that it was Not Necessary for the Firm to come to the closing. However, just as we were about to meet, someone from the Firm showed up unannounced?I would not recommend this company to anyone trying to sell or buy a business. If you choose to do so, record everything!

Ti
Review №74

I know for a fact that The Firm team is extremely hard-working, experienced, and ethical in everything they do! I would highly recommend them to anyone looking to buy or sell a business.

Ma
Review №75

Professional, helpful and quick in all ways. Best to work with in my opinion!

Je
Review №76

I was able to work with The Firm (Cassandra & Cortney) when a client was looking to purchase a business. As a CPA I was very impressed with their professionalism and how well they knew the industry and more specifically the $s for that particular business which helped me ensure my client was purchasing a good business at the right price. Cassandra was on top of everything when it came down to getting the contracts and other paperwork completed in an accurate and timely manner.Thanks Cassandra & Cortney, looking forward to working with you and The Firm again soon.

St
Review №77

Well Done, Cortney & Staff- you got it done and both buyer and seller are satisfied. We talked to other brokers before choosing the firm and the Firms business valuation was the most accurate. Long process but worth it in the end,.... thanks again

Ma
Review №78

The Firm was very on point with initial answers to start the process

To
Review №79

Very professional and organized! One of my favorite brokers to work with.

Sa
Review №80

Cortney and her team at The Firm operate in a transparent and structured manner. They are very professional in their communication and do a great job managing all the moving parts, and stand out by providing excellent service.

Pa
Review №81

As an experienced, prospective buyer I found the staff to be lacking basic business and accounting acumen. Also found misrepresentations in the listings which had material impact on the deal valuation. This place is simply an untrained sales organization. It’s not a business brokerage that works hard to bring together buyers and sellers. Would not recommend.

Cy
Review №82

At this point, two months into the process of selling our business, The Firm has been wonderful, attentive and seems to find potential buyers applicable for our business.We look forward to more interactions with potential buyers and hopefully a sale - being driven by The Firm. Thank you so much.

Su
Review №83

The best part of working for The Firm is the daily interaction with Buyers and Sellers. I have spoken with Buyers excited at the prospect of being their own boss and looking for that perfect company to buy. I also work with Sellers who are ready to start the next chapter in life but want their business to continue on. Helping both achieve their goals makes each day rewarding.

Mo
Review №84

Interested in purchasing a business through this firm. I asked a simple question about the history and was told Its none of your business. Strange, the broker was able to end the call in less than 30 seconds with that type of approach.

St
Review №85

Terrible business to deal with. I have been sent unsolicited emails even though I have requested both Cortney Sells, Molly and Meg to stop sending me mails as Im not really interested in any of the companies they keep trying to sell me any more. It leaves a very bad taste if they put you on a mailing list without an unsubscribe button. Makes me wonder how professional they are to be honest! I hope they will stop harassing me.It would be kind if you just stop sending me any mails as I believe I have been clear but it seems that all normal communication now is not working and I hope this public request will help.

Le
Review №86

Coming on board with The Firm has been such an experience so far!! Each transaction is treated with 100% Confidentiality while we match the Seller with a Qualified Buyer. As Industry Leaders, The Firm continues to have the most listings along with the highest success rate against competitors combined total. I truly love learning about a Buyer so can match them with the right business while keeping all their parameters in mind.

An
Review №87

The team at the Firm was efficient and well organized. They have an easy to follow process focused on getting the right deals in front of the right buyers and working towards a quick close.

DM
Review №88

The Firm is so helpful and friendly. I would recommend using them if you are looking to buy or sell a business.

Ry
Review №89

Very professional, and great people.

Ma
Review №90

I recently acquired a business listed by The Firm. I thought Cortney and her team did an excellent job managing the process from start to finish, ensuring that we arrived at a fair deal, and keeping the process moving forward smoothly. I would highly recommend Cortney and her team at the Firm to anyone looking to buy or sell a small business.

Co
Review №91

I sold a business with them and it was a very bad experience throughout. They were working more to find a deal that got it done as quickly as possible and get them their commission than anything that would work well for me, who they were supposed to be working for. I mentioned this and was greeted with a very hostile email after that.I would never use them to buy, sell, or come near any business I own.

Su
Review №92

I worked with Cassandra at The Firm when I was interested in buying a business they had listed. She went over and above to educate me and show me exactly what I would be buying. She was up front, honest and thorough. Although I decided against buying the business, I wouldnt hesitate to work with The Firm again in the future.

Kr
Review №93

BUYER/SELLER BEWARE IS THE UNDERSTATEMENT OF THE YEAR!!! Having both grown up in Omaha and knowing how small town/big city it is, my husband and I truly cannot believe that The Firm is still in business. Having been in the process of buying a business for almost a year, weve now talked to COUNTLESS lenders, commercial realtors, etc. who will not do business with this company because they know that the buyer and/or sellers have been sold a bill of goods that is false or entirely misrepresented!!!! For instance, attempting to sell a business whereby the owner hadnt signed the agreement to sell, yet taking a prospective buyer through the ENTIRE 4-6 month long buying process. Our advice....talk to ANY AND ALL major commercial lenders, SBA lenders, etc. DO YOUR HOMEWORK! DONT take their word for anything, no matter how many accountants and attorneys they have on staff, not matter how good they make the numbers look!! There is something to be said for the fact that the largest SBA lender will not do business with them! Also note that most of the 5 star reviews here are from THEIR STAFF MEMBERS! Dont be fooled like we were!! Id be happy to have a more detailed conversation with anyone considering using this company and point you in the right direction so it doesnt take an exhausting year long learning experience as it did us!!

Er
Review №94

Absolutely loved working with the staff! They were there for me through the entire process! Highly recommend! Thanks Cortney!

Re
Review №95

Congratulations The Firm on 7 successful years and taking the Midwest by storm! You have made so many entrepreneurs dreams come true and business owners exit plans transpire effortlessly.

Da
Review №96

Their personnel are informative and punctual in facilitating transactions.

Da
Review №97

Cassandra is amazing! Extremely helpful, and professional.

Jo
Review №98

The staff has been great and extremely informative!

Je
Review №99

The Firm follows through with everything they promise.

Ca
Review №100

The Firm is able to assist Buyers in becoming their own boss and Sellers looking to retire and helping their legacy live on. The Firm is hands down the best Firm to work with when you are seeking to remain confidential and to be assisted all the way through the process of buying and/or selling.

Information
22 Photos
100 Comments
4.7 Rating
  • Address:210 N 78th St 2nd floor, Omaha, NE 68114, United States
  • Site:http://thefirmadv.com/
  • Phone:+1 402-998-5288
Categories
  • Business development service
  • Business management consultant
Working hours
  • Monday:Closed
  • Tuesday:8am–5pm
  • Wednesday:8am–5pm
  • Thursday:8am–5pm
  • Friday:8am–5pm
  • Saturday:8am–3pm
  • Sunday:Closed
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