If you’ve built a business that generates $5 million to $50 million in revenue, you know what it takes to succeed. But when it comes to selling, you only have one shot to get everything your business is truly worth. 95% of owners go to market unprepared, risking their retirement dreams, family future, and leaving money on the table. You’re an expert at what you do, and that’s why your customers do business with you. And because you recognize the value of expert help, you deserve the same benefit for yourself.
Selling well begins with knowing how – equip yourself to turn your business into lasting personal wealth.
No matter how successful you are, the day will come when you’ll want to cash out and exit the business world. Whether it’s today, or ten years from now, you’ll transition to a new lifestyle.
When that day comes you deserve to enjoy the process. The only way to enjoy it is by creating value in your business, designing a stress-free exit plan, and positioning your business to sell big.
A successful business sale requires maintaining consistent momentum with an equal focus on both price and terms. When you invest in building a more valuable business through predictable earnings, sustainable growth, and reduced risks, you open up more possibilities with qualified buyers – from competitors to private equity firms to strategic acquirers.
As a boutique M&A advisory firm, we provide personalized attention and a bespoke approach to every business owner we serve. We bring over 30 years of experience helping guide owners through value creation, exit planning, and sale execution. You work directly with experienced senior advisors who are invested in your success wherever you are in your business journey.
Advisor Services | Apex Exit Advisors | CPA | Financial Advisor | Investment Banker | Attorney |
---|---|---|---|---|---|
Grow Revenue | Yes | No | No | No | No |
Build/Create Intentional Value | Yes | Few to No | No | No | No |
Strategic Plan | Yes | No | No | No | No |
Exit Plan | Yes | Few to No | Yes, if trained | Do not provide comprehensive exit planning | No, maybe for internal transfer (estate plan) |
Buy a Business | Yes | Yes | No | Yes, $20 million or greater | No |
Selling a Business (full process to sell) | Yes | Only transactional advice. CPAs do not plan and execute the full process to sell | No | Yes, $20 million or greater | Transaction advice, negotiating, and documenting sell |