Buyer representation. SBA-ready plans. ETA & STA education. Deal sourcing and support to acquire with confidence.
Certified valuation. Exit readiness assessment. A full deal team — coordinated across broker, wealth, tax, and legal.
50+ active capital relationships. SBA, conventional, mezz, seller notes, equity. The right stack, sequenced correctly.
CVA, ASA, ABV, and CBA-credentialed partners. Defensible reports for M&A, SBA, litigation, estate, and gift tax.
Expand what you offer clients — without losing the relationship. Attorneys, CPAs, wealth advisors, brokers.
Field notes from the deal table. Essays on valuation, key-person risk, PE in Main Street M&A, and the modern deal team.
Business buyers and owners rarely need only one professional. They need the right combination of strategy, capital, valuation, transaction support, and trusted relationships. The Silver Tsunami Group brings them all together under one firm — coordinated, credentialed, and accountable to your outcome.
Share the objective, the challenge, the opportunity, and the timing. Fifteen minutes on the phone. No preparation required.
Together we determine what expertise, resources, and relationships are required — buyer rep, valuation, capital stack, deal team.
We deploy the right combination of our services and partner brands to move your opportunity forward. Every engagement quarterbacked in-house.
The qualified provider delivers the service. We remain the connector — quarterbacking the deal team through diligence, close, and beyond.
Every day, 10,000 Americans turn 65. Nearly 12 million businesses are owned by boomers. Most have no succession plan. The next decade is the largest transfer of privately held wealth in U.S. history — and the market is unprepared. We're not.
The M&A firm the market didn't have — coordinated across acquisition, capital, valuation, and exit. No handoffs. No dropped balls. One team, aligned to your outcome.
Source. Screen. Negotiate. Close. Plus SBA-ready business plans, projections, and ETA / STA education.
50+ capital relationships. SBA, conventional, seller notes, mezzanine, equity, search fund. The optimal stack.
CVA, ASA, ABV, CBA-credentialed partners. Defensible reports for M&A, litigation, estate, SBA, and gift tax.
Key-person risk, financial hygiene, transferability. A blueprint for the highest-value exit — 12 to 36 months out.
The firm was founded by Erika Baez-Grimes, CM&AP — an award-winning M&A advisor and dealmaker with 15+ years leading complex transactions across industries. Nationally recognized as a strategic connector and speaker on the wealth transfer.
Erika Baez-Grimes, CM&AP, is an award-winning M&A advisor, founder, and dealmaker with more than 15 years leading complex transactions across a range of industries. Her portfolio of companies delivers certified business valuations, transaction strategy, and ownership transition services — guiding founders through critical inflection points. Those who know her best call her the Linchpin.
Her firms have earned a national reputation for achieving premium outcomes for founder-led and family-owned businesses, operating at the intersection of capital, optimization, scale, and exit. Collectively, the companies she has founded, led, advised, or holds ownership interests in have generated more than $400 million in business scale and exit activity. Beyond advisory, Erika holds active LP ownership stakes across multiple industries — giving her firsthand understanding of what founders stand to gain and lose in any transaction.
That dual perspective has made her one of the most trusted voices at the intersection of dealmaking and economic inclusion. She is recognized for advancing topics like entrepreneurship through acquisition and expanding the ownership conversation in underserved and underrepresented communities.
Erika is a proud member of Entrepreneurs of Purpose, a legacy program of the Enterprising Women Foundation, and several executive leadership organizations — including the world's largest CEO peer advisory organization. She believes peer advisory is one of the most powerful catalysts for leadership growth, accountability, and long-term business success.
For Erika, the work does not end at the closing table. She contributes to national initiatives focused on pathways to ownership, economic mobility, and youth entrepreneurship — because she believes the next generation of owners is already out there. They just need someone to show them the door.
A valuation is only as defensible as the credential behind it. Our partner network holds every major designation in the industry. Reports that stand up to the IRS, opposing counsel, and buyers with lawyers.
One of the most widely held and respected valuation credentials — the gold standard for CPAs performing business valuations.
The premier global standard — rigorous appraisal experience and strict ethical review required for the designation.
Granted by the American Institute of CPAs — built specifically for CPAs who specialize in valuing businesses.
Historically the most rigorous peer-review process for valuation reports — every report scrutinized before release.
We write what we're seeing — plainly. Read what buyers, sellers, and their advisors are getting wrong right now.
Owners obsess over revenue and margin. Buyers underwrite transferability. One issue quietly destroys marketability more than any other — and it's fixable, if you catch it in time.
The right people around the table before LOI — brokerage, M&A counsel, wealth, CPA. Who you don't have will cost you.
Roll-ups have flooded lower-middle-market deals. What that means for owners selling — and buyers competing.
The Exit Readiness Assessment takes twelve minutes. You'll get a written report — transferability score, valuation range, and the three highest-leverage moves to make in the next 90 days.
