About Us
Your Trusted Partner in Business Transitions
Diversified Business Advisors helps small business owners optimize their personal, financial, and business plans to achieve their exit goals.
Meet Joshua Meltzer
Joshua Meltzer, CBI, CFP®, CMSBB, CEPA®
As a Mergers and Acquisitions Consultant, Joshua provides a complete range of M&A services to small business owners who want to sell their businesses or transition their business to the next generation or to key employees.
His mission is to help business owners optimize their personal, financial, and business plans to achieve their exit goals. He offers discreet and confidential representation, consultation, advice, education, and deal preparation services for both "Main Street" type businesses and lower middle-market M&A transactions – typically companies generating $500,000 to $20 million in sales revenues.
Joshua leverages his skills in business valuation, marketing, negotiation, and coordination to expose the business to as many qualified buyers as possible and facilitate a smooth and successful closing.
In addition, Joshua offers a unique perspective on Exit Planning from decades of experience working with small business owners in the financial advisory business.
His mission is to help business owners optimize their personal, financial, and business plans to achieve their exit goals. He offers discreet and confidential representation, consultation, advice, education, and deal preparation services for both "Main Street" type businesses and lower middle-market M&A transactions – typically companies generating $500,000 to $20 million in sales revenues.
Joshua leverages his skills in business valuation, marketing, negotiation, and coordination to expose the business to as many qualified buyers as possible and facilitate a smooth and successful closing.
In addition, Joshua offers a unique perspective on Exit Planning from decades of experience working with small business owners in the financial advisory business.
Services Provided
Certifications
CBI
Certified Business Intermediary
IBBA - International Business Brokers Association
IBBA - International Business Brokers Association
CFP®
Certified Financial Planner
CFP Board
CFP Board
CMSBB
Certified Financial Planner
CFP Board
CFP Board
CEPA®
Certified Financial Planner
CFP Board
CFP Board
Education
BS, Communications
Syracuse University - S.I. Newhouse School
BS, Management
Syracuse University - Whitman School of Management
Professional Memberships
Our Company
Diversified Business Advisors, LLC
Based in Greater Boston, we serve small business owners throughout New England and beyond. Our focus is on businesses generating $500,000 to $20 million in sales revenues – the backbone of the American economy.
Acquire | Grow | Exit
Whether you're looking to acquire a business, grow your existing company, or plan your exit, we're here to help you achieve your goals.