Transaction Advisory Services for Family-Owned Companies
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Who We Are
Western has twenty-five years of experience helping business owners navigate complex transactions with discretion and care.
Being family-owned ourselves, Western understands the unique challenges and opportunities that come with managing and transitioning such companies. Our experience working with over 150 families throughout North America has equipped us to provide tailored strategic advice that honors the legacy and values foundational to the family business enterprise.
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Confidentiality
Confidentiality is our priority. We protect client information, sharing only with trusted partners for informed, pressure-free decisions.
Creative Solutions
At Western, every transaction is unique. We provide personalized, concierge-level service tailored to each client.
Relationships
We build long-term relationships with business owners, understanding their goals so we’re ready when a transaction makes sense—often years later.
Relatability
At Western, we prioritize real relationships, delivering tailored advice in a friendly, approachable way.
our team
what our clients are saying
“Working with Western was another relationship-driven thing. They were great people to have a relationship with.”
- Matt Mingus,
Team Construction
“They have experience with entrepreneurs, family companies like mine. And so it felt like a perfect match.”
- Bill Sims,
Accent Wire Tie
Media & insights
SafetyTest, based in Shelby, North Carolina, is a utility product manufacturing and distribution company specializing in safety equipment. Drew Beam, son of founder Dennis Beam, provides his perspective on growing up in the business and the value SafetyTest provides customers. He also describes his experience of going through an acquisition with Western, which was the beginning of a relationship that he cherishes today.
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Bean Electrical is a street and lighting contractor based in Fort Worth, Texas. Chip Bean, son of the company's founder, recalls how his family got into the electrical construction business, founded and grew Bean Electrical, and his experience working with Western. Bean details that Western was involved in every step of the process, even past its conclusion.
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Accent Wire sells baling wire to the waste recycling industry and building materials to residential and commercial construction contractors. CEO Bill Sims explains how his father started the business in 1986, the various stages of growth the company experienced in the decades after, and the origins of his relationship with Western.
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Team Construction is an underground gas utility construction contractor based in Nashville, Tennessee. In a video that truly represents the value of the family business, Donnie Mingus, his sons Matt and Mason, and their CFO Rob Koons each provide their perspective on their experience building Team Construction into one of the leading gas contractors in the Southeast.
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