THE MOORESVILLE GROUPAdvisory · M&A · Value
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Every important business decision starts with an honest conversation.

Tell us what you are working through. We will help determine whether The Mooresville Group is the right fit and what the next step should be.

A confidential introduction

A private, 30-minute conversation to understand your business, the issue or opportunity you're evaluating, and whether we may be able to help. No obligation, no pressure.

Prefer to reach us directly?

(704) 500-1294

Roger@mooresvillegroup.com

Mooresville, North Carolina

Confidential Introduction · 30 minutes

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We review every inquiry personally and will follow up shortly to find a time to talk. Everything you shared is treated as confidential.

Common questions

Before you reach out

Yes. Business Advisory is our name for it, because the work goes beyond what most people have experienced from consultants: we help define the problem, build the plan, and then work alongside you to execute it — with progress measured against real financial and operational outcomes, not a slide deck.

Privately held, owner-led companies across several industries — manufacturing, industrial and home services, construction, transportation and logistics, business and professional services, specialty distribution, healthcare services, technology-enabled services, and multi-location companies, among others. The common thread is a proven business with a meaningful decision to make.

Generally companies with roughly $2 million to $50 million in annual revenue and approximately $500,000 to $10 million in EBITDA, with 10 to 250 employees. If you're close to that range, it's worth a conversation.

No. The firm is based in Mooresville, North Carolina, and works with companies across the Lake Norman and Charlotte region, North Carolina, and the Southeast. Much of the work can be done wherever the client is.

Both. Some clients engage us for a focused project; others maintain a monthly advisory relationship; transaction-related work is structured around the deal. The engagement follows the situation, not the other way around.

Yes. Confidentiality is fundamental to this work. Everything you share — from the first introductory call forward — is treated as confidential.

Engagements are structured based on the complexity, scope, duration, and level of involvement required. Work may be organized as a focused project, monthly advisory relationship, transaction-related engagement, or another mutually agreed structure. Pricing is discussed directly once we understand the situation.

No. We work alongside them. Part of our value is coordinating your existing professionals — and bringing in additional licensed specialists when the situation calls for them.

A private, roughly 30-minute call. You describe what you're working through; we ask questions, offer an honest read, and tell you whether we think we can help — and what the next step would be either way. No preparation is required, and there is no obligation.