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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Closing a deal isn’t just about the numbers—it’s about partnership, trust, and legacy.

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Handling Confidentiality: Disclosing The Sale to Customers
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Disclosing a pending sale to customers requires careful timing and strategy. Learn when and how to inform clients while protecting confidentiality and preserving the value of your business.

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INVESTMENT BANKING SERVICES

by Candor Advisors

Mike Simpson https://variant.media
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