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

Apr 26

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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Selling Your Business, EBITDA, Negotiation

Price vs. Terms: What Matters More in a Deal?

Selling Your Business, EBITDA, Negotiation

When selling your business, is it smarter to push for the highest price—or negotiate for better terms? Kirk Michie explains how to strike the right balance between valuation and structure.

Selling Your Business, EBITDA, Negotiation

Selling Your Business, EBITDA, Business Assets

Scaling or Selling for Risk Control

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Should you keep pushing for growth or sell early to lock in a win? Here’s how to think about selling as a form of risk management.

Selling Your Business, EBITDA, Business Assets

Selling Your Business, post sale

Proving Your Business Can Outlive You

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Buyers want to know your company isn’t tied to you alone. Here’s how to show your business can thrive long after you step away.

Selling Your Business, post sale

Selling Your Business, Negotiation

What Business Expenses Should You Cut or Keep Before Selling?

Selling Your Business, Negotiation

Thinking about cutting expenses—or making a big investment—before you sell your business? Here’s what to consider.

Selling Your Business, Negotiation

Should You Trade Price for Better Terms

Selling Your Business, Negotiation

If you’re close on valuation but not on deal structure, what’s the smart move? Here’s how to think about cash, earnouts, equity, and getting the terms that actually work for you.

Selling Your Business, Negotiation