Sandbar Strategy Group Business Advisory & Brokerage

Strategic Guidance for Owners & Operators

Sandbar Strategy Group helps business owners improve and/or prepare, market, and exit their companies with confidence — while protecting legacy, people, and profit.

Focus Regions
United States • Bahamas & Caribbean
Typical Deal Size
$2M – $15M enterprise value
Specialty
Technology • IT & Services • Specialty Retail
Approach
Hands-on, owner-first, discreet
What We Do

Advisory and brokerage services built around owners.

We sit at the intersection of strategy and execution — helping you define the next chapter and then getting the deal done.

Business Brokerage

End-to-end representation for sellers, from valuation-prep and packaging through buyer qualification, LOIs, and closing coordination.

Confidential listing strategy Buyer screening Deal structuring

Exit & Growth Advisory

Not ready to sell? We help you strengthen operations, tighten financials, and build a roadmap that protects optionality for an eventual exit.

Readiness assessments Value-creation plans Owner coaching

Hospitality & Island Ventures

Deep Bahamas and Caribbean experience across multiple verticals, F&B concepts, provisioning, and experiential tourism services.

On-island relationships U.S. based concierge Cross-border structuring
Why Sandbar

Strategic • Integrity • Experience • Improvement

A sandbar is where currents meet, slow, and reveal what lies beneath the surface. That’s how we work with owners — creating a place to pause, assess the landscape, and move forward with clarity.

  • Strategic: We frame deals around long-term outcomes for owners, families, and key stakeholders — not just the headline number.
  • Integrity: Expect straight talk on valuation, timing, and buyer quality. We protect confidentiality while telling your story honestly.
  • Experience: Operator and advisor side-by-side — we’ve owned, grown, and exited companies, not just analyzed them.
  • Improvement: Every engagement leaves the business cleaner, clearer, and more transferable — whether you sell now or later.
Successful Transactions

Recent and representative engagements.

Select examples of the types of businesses Sandbar Strategy Group advises and represents.

Grocery Store in the Bahamas
Grocery & Butcher Caribbean

Advised ownership on valuation framing, buyer outreach, and packaging for sale of a profitable island grocery and butcher concept.

Specialty Wine & Retail – Texas
Specialty Retail DFW

Supported succession planning, club program optimization, and sale preparation for a neighborhood bottle shop and tasting room.

IT & Managed Services – U.S.
IT Services MSP

Strategic advisory to a growing MSP on structure, governance, and positioning ahead of potential future recapitalization.

Next Step

Start with a confidential owner conversation.

No pressure. No listing agreement. Just a structured conversation about where you are, where you’d like to be, and what options exist in between.