What is the Difference Between an Investment Banker, Business Broker and Exit Planner?

Finding a GuideImportant Terms
Written By Mike Simpson

For founders exploring a sale or transition event for their business, knowing who does what, and which terms matter most, can be pretty confusing. Do you need to use an Investment Banker? Is a Business Broker the same role with a different title? What's an Exit Planner? Here's a quick summary, from our perspective.

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6 Secrets to Selling Your Business

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When Should You Sell Your Business?
Selling Your Business
When Should You Sell Your Business?
Selling Your Business

Timing the sale of your business is one of the most important—and misunderstood—decisions a founder makes. In this video, Kirk Michie explains when conditions are most favorable, both personally and financially, for a successful exit.

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Selling Your Business
What Multiple Will Your Business Sell For
Selling Your Business, EBITDA, valuation
What Multiple Will Your Business Sell For
Selling Your Business, EBITDA, valuation

Founders often ask: what multiple will my business sell for? In this video, Kirk Michie explains how real buyers think about multiples of EBITDA or revenue—and what factors move you up or down the scale.

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Selling Your Business, EBITDA, valuation
What's Your Business Worth?
Selling Your Business, EBITDA, valuation
What's Your Business Worth?
Selling Your Business, EBITDA, valuation

The M&A process can feel overwhelming. Kirk Michie introduces “The Funnel,” a clear framework that helps founders understand each stage of getting deal-ready—from early curiosity to closing day.

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Selling Your Business, EBITDA, valuation
Introducing The Funnel for Founders
Selling Your Business, EBITDA
Introducing The Funnel for Founders
Selling Your Business, EBITDA

The M&A process can feel overwhelming. Kirk Michie introduces “The Funnel,” a clear framework that helps founders understand each stage of getting deal-ready—from early curiosity to closing day.

Read More →
Selling Your Business, EBITDA
What Happens to IP When You Sell?
Selling Your Business, EBITDA, Negotiation
What Happens to IP When You Sell?
Selling Your Business, EBITDA, Negotiation

When you sell your company, your intellectual property—your brand, website, processes, and more—becomes a key part of the deal. Here’s what founders need to know.

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Selling Your Business, EBITDA, Negotiation
When to Hire Advisors for a Business Sale
Selling Your Business, EBITDA, Negotiation
When to Hire Advisors for a Business Sale
Selling Your Business, EBITDA, Negotiation

Thinking about selling your business but not sure when to bring in brokers, bankers, lawyers, or accountants? Kirk Michie explains the right timing for each advisor.

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Selling Your Business, EBITDA, Negotiation

INVESTMENT BANKING SERVICES

by Candor Advisors

Mike Simpson https://variant.media
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