80% of business-owning clients don’t have a Wealth Advisor
yet need assistance planning for one of their largest wealth events – the sale of their privately-held business.
Exit Equity maintains a curated referral list of Wealth Advisors and Financial Planners, Transaction Attorneys and CPAs for our incoming clients.
We’d love to meet you, learn more about you and your firm, so we can add you to our world of trusted advisors and transaction subject matter experts.
What we look for:
- Wealth Advisors and Financial Planners with experience working with business owners of all sizes
- Interest and capability of working with newly acquired assets of $1M and upward – typically $2M-$15M
- Attorneys and CPAs with business transaction experience, estate planning, equity roll-overs, and commercial property sale
A little bit about us:
Exit Equity is a boutique M&A firm located in the Pacific Northwest that has been advising business owners since 2005. Our team brings Investment Banking to the lower-middle market and provides white-glove service to each of our clients. We specialize in businesses $1m revenue and upward; ones that are in the cross-hairs of Private Equity, High-Net Worth Individuals, and Strategic Buyers
For more information on our typical buy/sell engagement timeline, our valuation, buyer search, and deal negotiation process, let’s schedule a quick meet and greet.