M&A Advisors
M&A advisors work on a larger national (and even global) scale and transactions may involve complex business mergers or sales spanning multiple locations. M&A advisors deal with multi-million dollar deals.
Business Brokers
Business brokers operate on a smaller local/regional scale and transactions usually involve single stand-alone businesses. The deal size that a business broker works with usually ranges up to $1 million to $ 2 million
Certified Business Intermediary (CBI) Business Broker
A Certified Business Intermediary (CBI) is a more experienced business broker who is required to do continuing education to maintain the credential.
Certified Exit Planning Advisor (CEPA)
Aligns the Business, Financial and Personal goals with the exit strategy. Value Acceleration in 90 day sprints.
