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
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.
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Closing a deal isn’t just about the numbers—it’s about partnership, trust, and legacy.
INVESTMENT BANKING SERVICES
by Candor Advisors