Diversified Business Advisors
The Business of Business
Acquire | Grow | Exit
Successful and Confidential Exits for Small Business Owners
Most small business owners have a majority of their net worth tied up in their business. As a small business owner you may have spent years of effort and energy building your business and you want to make sure that you get the best price you can when you sell.
Business Brokerage and Exit Planning help small business owners prepare for a business transition or exit. We maintain confidentiality while optimizing the price and terms for your business based on the time period you specify.
Advance planning for an eventual exit can have a big impact on the final financial reward that a business owner can realize from the sale of the business.
Had a great experience with selling my company They held my hand and walked me through from the beginning to the end of the process couldn’t have made it any easier.
June
Joshua is a real professional. His knowledge and experience in all aspects of small business transactions is impressive. I would recommend … Joshua Meltzer to anyone looking to sell or buy a business.
Ted
Joshua Meltzer goes above and beyond the usual work of a broker. He is good to work with and knowledgeable.
Adam
Comprehensive ExitReady™ Services
Working With Business Owners – Planning and Execution to Reap The Rewards of Your Hard Work
Whether you’re ready to sell your business today or are planning for the future, you need expert advice, the right representation, and a proven strategy. Our proven process ensures the best possible price and terms when it comes time to sell your business.
Opinion of Value
We provide you with a free opinion of value so you know what your business is worth now and what it might be worth in the future. Discover the Value Gap so you can plan to become ExitReady.
Discover
ExitReady
We work with business owners to develop a plan and a process to improve the probability that you business will sell or transition for the highest and best multiple of earnings. A by product of this planning is a reduction in both business and personal risk.
Business Transition
Our goal is to transition your business on your terms. It might be by empowering your management team to run the business, transitioning the business to the next generation, taking some chips off the table – or an outright sale of the business. We can help with whatever makes the most sense.
Business Brokerage
Buying or selling a business is generally a once in a lifetime event. Isn’t it worth having an expert on your side? We guide owners through the complexities of selling their business, ensuring top market value and respect for your legacy.
A business broker will enhance your ability to buy or sell a business at the best price and terms. We help you to package and market your business to attract the most buyers so you can get the best price.
Exit Planning
Exit Planning is a dynamic strategy that will allow an owner to be ready for an exit on his or her terms. There is no best time to exit your business; but, there is a worst time – when you are not prepared and you need to exit. Too many owners exit their business when they have to because of external factors like their health, the economy, or other unforeseen circumstances. Part of the exit planning process is creating a contingency plan for an unexpected exit.
Having a strategy for a successful exit – whenever you decide to exit, or need to exit can be the difference between a regretful exit or a successful exit.
You may decide to liquidate, sell to insiders, sell to family, sell to an ESOP or sell to an outsider. You should proactively decide which option will fulfill your retirement and lifestyle goals.
Business Valuation
Many business owners are not sure if they want to sell until they know the value of their business. There are many reasons to get a business valuation – estate planning, partner buyouts, divorce, or the sale of a business are all good reasons. Different valuations for different reasons have different requirements. Typically our valuations are provided as a Broker’s Opinion of Value. The purpose of this type of valuation is to provide the Most Likely Selling Price.
