Our Mission

At Up & Over Advisors, we are transforming the M&A landscape by focusing on mission-driven businesses that align with triple-bottom-line values: People, Planet, Profits. We believe that businesses should be a force for good, driving sustainable growth and creating positive impacts on our planet and its people.

Our Services

We specialize in finding off-market, niche opportunities, helping businesses source perfect acquisition opportunities that honor their mission and values. Our customized advisory packages ensure flexibility and adaptability to your unique needs, guiding you through successful growth and impactful transactions.

Philanthropic Commitment

We believe that being at the intersection of business transitions, the absolute apex of many entrepreneurs' journeys, is a distinct privilege. Our ultimate goal and purpose is to use that privilege for GOOD and give back, leveraging our resources to REGENERATE the entrepreneurial ecosystem.

We set aside 5% of our top-line proceeds from successful transactions into a fund supporting early-stage entrepreneurs who aim to be a force for good. This commitment to regenerative wealth transfer ensures that wealth flows from successful entrepreneurs back to those just starting their journey. We invite our partners to match our donations, creating a full-circle impact that nurtures the next generation of mission-driven businesses.

Our Values

• People, Planet, Profits: We believe in the triple-bottom-line approach. Every deal we do should benefit people, protect the planet, and generate profit.

• Integrity and Transparency: We keep it real and value our integrity. We won’t bullshit you. Honesty and openness are at the heart of everything we do.

• Sustainability: We believe in climate change and acknowledge that the impacts of our planet warming hit people of color and low-income communities the hardest. We champion sustainable business practices that help our planet thrive.

• Community Engagement: We love our communities and give back with Volunteer Time Off (VTO) for our team.

• Collaboration: We know that teamwork makes the dream work. Building strong partnerships is what we’re all about.

• Wealth Redistribution: We’re committed to sharing the love. Our success helps others through intentional wealth redistribution.

• Racial Justice and Equity: We're actively practicing being anti-racist. We stand for racial justice, listen first, and work towards equity in all our actions.

• Equity and Inclusivity: We honor and support the full person. Period. Advocating for fairness, equality, and inclusivity regardless of gender, LGBTQ identity, gender, or any intersectionality.

Join Us

At Up & Over Advisors, we are dedicated to disrupting traditional M&A by moving beyond financial statements and bottom lines. We help businesses grow or exit in ways that honor their mission and accelerate their impact. Join us on our mission to create a sustainable and equitable world, one transaction at a time.