The Operator's Perspective
Dean Wiltse
Former public-company CEO with experience leading a technology company through its IPO, corporate acquisitions, and an eventual sale.
Specific figures (IPO, acquisition values, exit) pending verification
National Sell-Side M&A Advisory
Curtis Wiltse represents owners of privately held companies with $3M–$25M in annual revenue — combining operating leadership and CPA-level financial rigor in a confidential, disciplined sale process.
Privately held companies, $3M–$25M revenue
Sell-side representation & exit preparation
National coverage
Confidential, NDA-first process
Pathway 1 · Upper Main Street
$3M – $10M
annual revenue
Founder-led companies preparing for a first transaction. Typical buyers include individual and SBA-financed acquirers, search funds, and strategics.
Explore this pathway
Pathway 2 · Lower Middle Market
$10M – $25M
annual revenue
Companies with established management and systems. Typical buyers include private equity, family offices, and institutional strategics.
Explore this pathway
Leadership
An operator who has led a public company, and a CPA and PhD who has audited, valued, and taught it. Individual career experience is described below; it is distinct from Curtis Wiltse firm transaction history.
The Operator's Perspective
Former public-company CEO with experience leading a technology company through its IPO, corporate acquisitions, and an eventual sale.
Specific figures (IPO, acquisition values, exit) pending verification
The Financial Perspective
CPA and PhD in Accounting. Background includes public accounting audit work, fund services leadership, university teaching in business valuation, and military logistics service.
Employer names & credentials pending verification
Dean Wiltse · Curtis Wiltse
Captions and transcript pending.
M&A Advisory
Our Process
Financial recasting, valuation range, and readiness review before any buyer is contacted.
A blind teaser and Confidential Information Memorandum written in the language buyers underwrite.
Targeted, simultaneous outreach to qualified strategic, private equity, family office, and individual buyers.
Offer comparison, LOI negotiation, and diligence management through closing.
Track Record
Client success stories as published on the Curtis Wiltse website, in the owners’ own attribution.
Manufacturing
Owner Manufacturing Business, Sold for $9,000,000
“From 7 offers in 60 days…”
Construction
Owner, $25,000,000 Construction Company
“During their process we had multiple offers quickly…”
MedSpa
Owner, 20 Year Old MedSpa
“…a smooth process to bring multiple qualified offers within 45 days.”
Read each owner’s full testimonial, in their own words.
View the full track recordClient Testimonials
Owners describe their experience of the sale process. These are client perspectives, separate from the transaction summaries above.
Outstanding experience selling my business with CurtisWiltse. I operated my company for over 30 years and was very careful with my choice of professional representation. I could not be happier. From 7 offers in 60 days, to connections with tax and legal advisors to smooth due diligence. I would be happy to speak with anyone. I recommend CurtisWiltse every chance I get.
Manufacturing
Owner Manufacturing Business, Sold for $9,000,000
We operated our family owned Construction company for over 35 years. Our financial results had ups and downs. CurtisWiltse understands our industry and knows many buyers that value businesses like ours. During their process we had multiple offers quickly and they helped recommend a structure to get us top value with a three year earn out.
Construction
Owner, $25,000,000 Construction Company
Curtis Wiltse is well versed in many industries. We found their deep knowledge and experience delivered a smooth process to bring multiple qualified offers within 45 days. They were recommended to me and now I recommend them to everyone I know selling their business.
MedSpa
Owner, 20 Year Old MedSpa
Captions and transcripts are not yet available for these videos.
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Construction
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Distribution
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Healthcare Services
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Technology & SaaS
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Transportation & Logistics
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Consumer Products
Confidentiality
Buyers sign a non-disclosure agreement before your identity is shared.
Early marketing describes the opportunity without naming the company.
Buyers are screened for fit and financial capacity.
Permission-based access to documents.
Information is released at your direction.
Insights
Article · Valuation
draftHow buyers start from EBITDA, which normalization adjustments are commonly accepted or challenged, and why documentation shapes the value of a private company.
Article · Exit Planning
draftPractical steps for founder-led companies preparing to sell: reducing owner dependence, organizing financials, addressing concentration and understanding likely buyers.
Article · Buyer Landscape
draftHow strategic acquirers and private equity firms differ in how they value, structure and integrate lower middle market companies — and why many processes include both.
Business Valuation Calculator · Preview
Enter a few numbers to see how buyers are likely to read your value drivers. No dollar estimate is given while our methodology awaits advisor approval.
Preview prototype · not a valuation
This tool does not produce a dollar value or range for your business. Until our valuation methodology is approved by the advisor, it only shows how buyers are likely to read the value drivers you enter.
Complete the form to see your value-driver profile.
How value is built — enterprise vs equity value →