Referrals

We would be pleased to discuss your client's needs, confidentially, at no cost and with no obligation.

M&A Brokerage, Business Brokerage and Business Valuation Referrals

Most private business owners need an independent business valuation every now and then, and all owners will eventually exit their business. In these critical moments, when all of the time, money and energy they’ve invested hang in the balance, owners often turn to a trusted advisor to recommend a qualified business appraiser or M&A / business broker to give them sound advice and/or skillfully represent them in the sale of their company. Nearly all Exit Strategies’ clients have been referred to us by other professionals, industry participants and past clients.

Early Exit Guidance Pays Substantial Dividends

Exit Strategies consults with business owners (and their tax, legal and financial advisors) months even years in advance of a sale, to educate them on the M&A process and help them increase goodwill value and remove transaction obstacles.  The earlier we get involved, the more impact we can have.

Free Consultations

If you are a CPA, attorney, investment advisor or other professional, and one of your clients needs a business valuation or is contemplating a sale, merger or acquisition, we would be pleased to meet with them and you, confidentially, at no cost or obligation.  And, if we don’t know you, please don’t hesitate to contact us to introduce yourself and tell us about your services. We strive to lead the exchange of referrals.

Subscribe to our newsletter "For What It's Worth"