Welcome to The NEO Team — A New Kind of M&A Firm for Mission-Minded Business Owners

A Fresh Approach to Mergers & Acquisitions

At The NEO Team, we believe that selling a business—or taking the next big step in its journey—shouldn’t feel transactional. It should feel transformational.

We are a faith-based, boutique M&A advisory firm built to serve mission-minded entrepreneurs and business owners who want more than just a deal. They want their values honored, their legacy preserved, and their next chapter to be as meaningful as the one they’re leaving behind.

What Makes The NEO Team Different?

The word Neo means “new,” and that’s exactly what we offer: a new kind of experience in the mergers and acquisitions world—one built on trust, personal attention, and deeply rooted values.

Here’s what sets us apart:

✅ Hopeful Perspective
We approach every engagement with optimism and possibility. Whether you’re considering an exit, seeking growth capital, or evaluating partnership opportunities, we believe the best is still ahead—for you and your business.

✅ Helpful Guidance
We’re here to serve, not sell. That means honest advice, custom strategies, and a team that genuinely listens. You won’t get cookie-cutter solutions—only what’s best for you, your team, and your mission.

✅ Honest Communication
In a world full of fine print and fast talk, we offer clarity. Integrity isn’t just a value for us—it’s a commitment. We tell the truth, even when it’s hard, and we do what we say we’ll do.

Who We Serve

Our clients are builders. Visionaries. Leaders who’ve poured their lives into growing something meaningful. Many are in the midst of asking big questions:

• “Is it time to sell my business?”
• “How can I protect my legacy and care for my team?”
• “What if God is calling me to something new?”

We walk alongside mission-minded founders and values-oriented leaders as they explore these decisions—whether they’re looking to exit, expand, or simply plan ahead.

Why a Boutique M&A Firm?

Bigger isn’t always better. Our boutique structure means every client gets senior-level attention, custom strategy, and white-glove service—without being lost in the shuffle. We’re selective about who we work with so we can invest deeply in every relationship.

Let’s Dream About What’s Next—Together

Whether you’re exploring an exit, evaluating offers, or dreaming about scaling with the right partner, The NEO Team is here to help you move forward with confidence and peace.

We’d be honored to be part of your next chapter.

Ready to start the conversation?
Contact us or explore our services to learn how The NEO Team can help guide your path forward.