What does an M&A advisor and business broker do?
An M&A advisor and business broker represents an owner through the sale of a company: estimating value, preparing the business and its financial story for buyers, marketing it confidentially, screening and negotiating with buyers, and managing due diligence through closing. I do that work for owners of privately held and family businesses. How the sale process works →
What size businesses do you work with?
Most of my clients own businesses with roughly $500K to $10M+ in annual revenue. If yours is smaller or larger, one short conversation will tell us whether I'm the right fit or who would be.
How do I find out what my business might be worth?
Start with a confidential conversation. I can prepare a written broker's opinion of value, a market-based estimate of what buyers are likely to pay. It is different from a certified appraisal, which is used for tax, estate, or legal purposes. What a broker's opinion of value is →
Is the process confidential?
Yes. Conversations are confidential from the first call, buyers sign a non-disclosure agreement before receiving identifying information, and the process is designed to keep employees, customers, and competitors from learning about a potential sale prematurely.
How long does it take to sell a business?
It depends mostly on preparation. Clean financials, realistic pricing, and a business that doesn't depend entirely on its owner shorten the process; missing records, customer concentration, and financing hurdles lengthen it. We'll talk through a realistic timeline for your business in the first conversation.
Should I talk to you if I'm not ready to sell yet?
Yes. Some of the most valuable work happens a year or more before a sale, while there is still time to improve the things buyers pay for: documented financials, diversified revenue, and a team that can run the business without you.
Can you handle the real estate if my business owns its property?
Yes. I hold a commercial real estate license, so when a sale includes the building or land the business operates from, the business and the property can be handled in one coordinated transaction. Business and real estate transactions →