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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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.

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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
Can you sell with declining revenues?
Selling Your Business, EBITDA, Negotiation
Can you sell with declining revenues?
Selling Your Business, EBITDA, Negotiation

Can you still sell your company when sales are flat or trending down? The answer is yes—if you know how to position your business and find the right buyer.

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Selling Your Business, EBITDA, Negotiation
Price vs. Terms: What Matters More in a Deal?
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.

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Selling Your Business, EBITDA, Negotiation

INVESTMENT BANKING SERVICES

by Candor Advisors

Mike Simpson https://variant.media
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