Candor Advisors

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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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The difference between an investment banker, business broker and exit planner Candor Advisors