What is the Difference Between an Investment Banker, Business Broker and Exit Planner?
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
Selling your business? Start with why. This short video covers what most founders overlook—and how it impacts everything from deal terms to life after the close.
Before you sign that LOI, make sure you know what you’re really agreeing to. These deal terms can shrink your final payout if you’re not prepared.
Don’t let details slip through the cracks after the deal closes. Learn what closing deliverables matter—and how to stay ahead of them.
A CIM is a document that gives potential buyers a clear picture of your business. It includes what your company does, how it operates, and where it’s headed.
A CIM is a document that gives potential buyers a clear picture of your business. It includes what your company does, how it operates, and where it’s headed.
Valuation Isn’t a Guessing Game — Here’s How Comparable Sales Can Help You Set the Right Price
INVESTMENT BANKING SERVICES
by Candor Advisors