Referrals

Discuss your client's needs, confidentially, at no cost or obligation.

M&A Brokerage, Business Brokerage and Business Valuation Referrals

Most business owners need an independent business valuation now and then, and all owners eventually exit their businesses. At these critical moments, when all of the time and money they’ve invested hang in the balance, owners often turn to their most trusted advisor to recommend an M&A broker who will skillfully represent them in the sale, or a business appraiser who will provide an accurate and defensible opinion of value.

Nearly all Exit Strategies clients have been referred to us by professional advisors, industry participants and past clients. And we strive to lead the exchange of referrals.

Early Exit Guidance Pays Substantial Dividends

Exit Strategies consults with business owners (along side 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, business attorney, wealth manager, insurance professional, HR consultant, consulting CFO, banker or other service provider, and one of your clients is contemplating a sale, recapitalization, merger or acquisition, or has a valuation issue, we would be pleased to meet with them and you, confidentially, at no cost or obligation.  Contact us to discuss a potential need.

Introduce Yourself

If we haven’t met, please don’t hesitate to contact us to get acquainted and explore a relationship.

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