CBI Advisory Partners

Managing Mid-Market Sales and Mergers & Acquisition

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As a CBI Advisory Partner client, business sellers will be guided through the process to realize a return on their life’s work, retire with ample capital reserves, and pursue the “Golden Years” of retirement without the demands of operating a robust business in today’s competitive marketplace. A CBI Advisory Partner will be with you every step of the way to walk you through the process to satisfy the acquisition requirements of a sophisticated corporate or strategic buyer in the shortest time frame possible.

The most important starting point of a mid-market transaction is to establish a fair market assessment of the value of the business, and packaging the business (or line of business) for sale to a highly-screened and vetted list of potential corporate or strategic buyers. A CBI Advisory Partners Account Manager will oversee every detail of producing a professional marketing package for these buyers including: