CBI Advisory Partners is a full-service, boutique lower Mid-Market Mergers and Acquisition consulting firm specializing in the sale of businesses with value in excess of $5 million.
CBI Advisory Partners is part of the Confidential Business Intermediaries family of companies founded in 1994 and has completed over 800 business sale transactions utilizing a process modeled on the world famous Mayo Clinic medical practice and designed to assist the business owner in making the best decision for the future. 
CBI Advisory Partners has planned and executed the sale of companies in diverse spaces such as technology, professional practices, manufacturing, distribution and retail, including transactions with a sale price in excess of $30 Million. 
CBI Advisory Partners understands that in every successful business are individuals or a family in need of trusted, professional representation to assist in planning the sale of the family jewel. 
CBI takes that role very seriously.
The Lower Mid-Market Mergers & Acquisition Space

The lower mid-market M&A space is under represented as larger investment banks seek much higher fees on transactions of $50 million or more. 

Main Street Business Brokers generally don’t have the expertise, tools or market contacts to guide the preparation and sale of a lower mid-market M&A business. 

CBI Advisory Partners has filled this unique space.

CBI Advisory Partners is available to schedule a personal, confidential, no-obligation Discovery meeting. During the Discovery meeting your assigned CBI Business Intermediary will ask and listen and then provide you with market information to help you decide what path to take. 

Perhaps now is not the time to sell. CBI Advisory Partners is part of the Certified Value Builders Program which will help you assess your business from the inside-out and design a plan to grow the business to improve value and prepare for exit.

Perhaps you wish to grow your company as part of your end-game. CBI has the exclusive and highly effective Target Acquisition Program (TAP) to identify companies that add strategic and operational value to your existing business to increase the ultimate sales price.

If now is the time to sell, CBI will help determine the market value of your business, lay out a marketing plan, prepare a CBM (Confidential Business Memorandum) to feature your company’s best attributes and then screen, educate and guide buyers and you to the closing table. 

The journey begins with a phone call to 877-582-5200 or email to confidential@cbiteam.com

And remember, CBI understands confidentiality and practices it on each deal.

Steps to Success

  • Contact CBI Advisory Partners for a no-obligation Discovery Session
  • Retain CBI Advisory Partners
  • Analyze Operations
  • Value Company
  • Prepare Offering Memorandum
  • Implement Unique Marketing Plan
  • Identify, Contact and Screen Prospective Buyers
  • Coach Buyers on Process
  • Evaluate Offers
  • Due Diligence Process
  • Facilitate Closing and Assist with Post-Closing issues
CBI Advisory Partners' Affiliations

Want to learn more about these services?

Contact us today for a confidential meeting.
No obligation needed.