The bottom line on WHIZDOM is that they will improve your bottom line!

John Alm

(former) CEO, Coca-Cola Enterprises
john alm
graphic whizdom business card reverse

The Business Customer Experts

WHIZDOM, Inc. was founded in 2003 in Silicon Valley with a goal of developing solutions that accelerate value creation by enabling executives to understand the financial consequences of business decisions. 

We leverage decades of experience working with myriad companies from startups to global technology corporations to serve the needs of the lower middle market (LMM) M&A community that acquire and operate B2B companies.

Our Focus: Business Customers

WHIZDOM is known for its unusual and unique ability to conduct deep-dive conversations with a B2B Company’s Customers at the executive-level to better understand how they use a Company’s products in their business operations and the impact they provide to the Customers. 

Mission

WHIZDOM’s mission is to provide unique, high-value services to the M&A Community who are involved in acquiring or divesting lower middle market (LMM) B2B companies and to enable CEOs and Business Owners who operate B2B companies to increase revenues, grow market share and accelerate value creation.

Vision

WHIZDOM seeks to be the No. 1 Go-To-Resource for business people in the M&A Community and provide leadership, expertise, and guidance to business owners of B2B companies.

Fast Facts

  • Founded: 1995
  • Incorporated: California in 2003; Illinois in 2025
  • Woman-owned company
  • Privately-held
  • Headquarters: Chicago, Illinois (Silicon Valley 1995–2024)