What services does a Montana business broker offer?

A Montana business broker offers services like valuations, marketing, negotiation, and facilitating the sale of Montana-based companies. They help sellers find qualified buyers and guide them through the complex process of transferring ownership to ensure a smooth and successful transaction.

Key Highlights

  1. With nearly 20 years of experience under its belt, Exit Equity stands out as a trusted business brokerage firm helping clients in Montana.
  2. Our team is packed with professional mergers and acquisitions experts, deal negotiators, marketers, and valuation analysts who know the ins and outs of both buying and selling businesses.
  3. In the local market, whether its Billings or Butte, we’re known for thinking local and acting nationally, making it easier to match potential buyers with business acquisition opportunities in Montana
  4. Thanks to our skilled intermediaries, every step towards selling your business is handled transparently, efficiently, and most importantly – Confidentially.
  5. When you think about reliable services in the realm of brokerage, our modern approach – competence, experience, and digitally forward, to business brokerage sets us apart from other advisors
  6. We help clients build a team of advisors – from tax experts to wealth management and everything in between

Buying or Selling a Business

Thinking about buying or selling a business in Montana? Exit Equity’s professional brokers are here to help you every step of the way. With a strong local presence, we connect you with potential buyers and guide you through the process. Let us handle the complexities while ensuring your sale succeeds. Trust our experienced brokers to provide you with unsurpassed brokerage services and make your business stand out.

Our Expertise

Our team is made up of experts in the fields of finance, accounting, marketing, real estate, and negotiation, helping clients identify risks up front and putting together a comprehensive go to market strategy.  Our brokers consist of former business owners, CFOs, entrepreneurs, who are constantly keeping up with current market issues, whether it be M&A best practice, real estate challenges, industry associations like the IBBA, and new tools to make buying and selling business easier. While it doesn’t count for much, we know a few good watering holes in Ennis, fishing holes on the Yellowstone, and on the Madison, and we have a few University of Montana Grizzly and Montana Bobcat alums on the team!

By having local ties with buyers and sellers, we play match makers for small business transactions, as well as bringing in out of state strategic buyers (e.g. family funds, private equity, platform investments and bolt-ons). Count on Exit Equity for top-notch advice, our network building you a team or advisors, and support as you work towards your exit goals.

Explore our Current Listings

At Exit Equity, we routinely have great clients and better businesses in Montana. Check out what we have on the market right now

With our experts on your side, we’ll dive deep into what you need and like. Then, we’ll come up with a plan to get those interested buyers’ eyes on your business. We aim to make sure as many people as possible know about your sale. Count on Exit Equity from start till end – listing all the way through closing – making sure your business sells for what it’s really worth through hard work and dedication.

We Know Businesses (and the right advisors) in Montana

At Exit Equity, we work with roughly 60 clients each year. You can see a sample of our past transactions and industries served here – https://exitequity.com/listing_status/past/

If you’re thinking about buying or selling a business in places like Great Falls, Billings, Bozeman, Missoula, or anywhere else in Montana, we’re your go-to team. When you work with Exit Equity, you are not working with just a single broker, you will have access to our full gambit of experts and resources needed for a successful business sale. We have a large network of attorneys, CPAs, estate planners, and wealth managers to bring in to any transaction depending on the complexity of the business and need of the client.

Factors to Consider when Hiring a Broker in Montana

When you’re on the hunt for a business broker in Montana, there are several key things to keep an eye out for. First off, it’s crucial they know the local market inside and out. Their years of experience doing deals can tell you a lot about what they bring to the table. You’ll want someone with a proven track record of not just any sales, but successful ones at that.

With them should be a team that stands strong – think skilled intermediaries and folks who’ve got their appraisal certification nailed down. They should be good at taking care of everything from figuring out how much your business is worth (that’s valuation) to actually sealing the deal (closing). A solid marketing plan from them means your business gets seen by all the right people.

On top of this, consider how well-connected they are. The associations they’re part of and their ability to diligently find not just any buyer but the perfect match quickly matters too.

Key Phases of the M&A Process Explained

Going through a merger or buying and selling companies can get pretty tricky, but if you break it down into its main parts, it’s easier to handle. Here’s how the whole thing usually goes:

  1. With planning, you start by figuring out your game plan, what you want to achieve, and who might be a good fit for either merging with or buying.
  2. During due diligence, there’s a lot of digging into the company you’re interested in—looking at their money situation, how they run things day-to-day, and any legal stuff that needs attention.
  3. When negotiating comes around; this is when everyone tries to agree on important details like price tag of deal ,how everything will be structured after joining hands ,and making sure promises are kept.
  4. At closing time all paperwork gets signed off on which officially seals the deal .

Each step has its own challenges but having someone experienced by your side makes a big difference. At Exit Equity our team filled with skilled intermediaries knows exactly how to steer through each part of an M&A transaction smoothly ensuring nothing slips through cracks .

Business Valuation and Appraisal Services – Trust Your Gut Instinct or Go With an Expert?

When you’re thinking about buying or selling, knowing your company’s fair market value is critical At Exit Equity, we have certified valuation analysts who have performed thousands of valuations across almost every imaginable industry. Our access to industry performance averages and market comparables, along with real insight into how buyers and lenders view specific industries is an invaluable asset when it comes to determining a go to market strategy and creating negotiating tactics. We use similar methodologies that SBA lenders use when valuing business that are worth less than $7M, and use the same methodologies private equity uses when we sell larger mid-market businesses. The financing approach to business value and go-to-market is arguably more important than the actual top end number in a valuation.

With the help of our skilled brokers, intermediaries, and analysts, we look at everything from how much money the company makes to current trends in the market and what’s going on in that particular industry. This way, we can tell you the fair market value of any business.

Choosing certified experts like us for your valuation needs means you’re getting information you trust and rely on to plan your exit. Count on Exit Equity to give you top-notch valuation services and most likely deal structure to help plan your next chapter in life.

Our 3 Phase Winning Formula – Timeline to Sell a Business

As a Montana Business Broker, Exit Equity has a three-step plan to make sure you get the best deal when needing a Montana Business Broker:

  1. Valuation Assessment: First off, we figure out what your business is really worth on the fair and open market. This step makes sure everyone’s on the same page and set up for fair and reasonable expectations
  2. Go-To-Market Strategy: After knowing your business’s value, we put together a smart marketing plan aimed at drawing in folks interested in buying, targetting the most likely type of buyer – whether financial, strategic, local or out of state competitor. Our aim here is to spark interest and pair up with an ideal match for your company – both from a culture fit and financially qualified buyer.
  3. Deal Execution: When we spot someone keen on buying, our team jumps into action using their skills and tools to wrap things up smoothly. From talking terms to finally closing the deal, we’re all about doing things right and efficiently.

By sticking with tried and true approach, Exit Equity not only boosts what you gain from selling but also guarantees a smooth sail through the process..

Frequently Asked Questions For Mergers and Acquisitions

What Makes Exit Equity Different from Other Brokers?

Exit Equity is different from other brokers because we’ve been successful for a long time, have lots of experience, and our team is made up of professional brokers. We’re well-known in Montana and work with big networks both in the US and internationally that deal with buying and selling businesses as well as mergers. Our skilled intermediaries know exactly how to help you sell your business smoothly from start to finish.

How Do I Know if It’s the Right Time to Sell?

For any owner, figuring out the best time to sell your company is super important. You’ve got to think about things like how the market’s doing, when it feels right, what your business is worth (valuation), and if everything’s in place for a sale. Over at Exit Equity, we’ve got a bunch of pros who can look into all these aspects with you and help figure out if now’s the moment to make that big move.

What Can I Do to Prepare My Company for Sale?

Getting your company ready for sale is really important if you want to get the best price and catch the eye of people who might want to buy it. At Exit Equity, we’re here to help with every part of getting prepared. Our team will work with you on figuring out how much your business is worth, putting together a detailed plan for marketing it, and finding folks who might be interested in buying. With our guidance through the whole process of selling, we aim to make sure everything goes smoothly and ends well.

How Long Does the Selling Process Take?

The time it takes to sell something can change based on a few things like how complicated the company operations is, what’s happening in the market, and finding a buyer. Usually, this could be anywhere from several months up to a year. At Exit Equity, we’re here to help set up a schedule with you and walk you through every part of the sales process – starting with looking for buyers all the way to closing.

How Does Exit Equity Handle Confidentiality During the Sale Process?

At Exit Equity, we know how crucial it is to keep things under wraps when you’re selling your business. Keeping your business’s secrets safe and making sure nothing gets out too soon is something we take very seriously. From start to finish, our team makes sure everything stays private by using agreements that stop people from spilling the beans and keeping a tight lid on trust and privacy during the whole sale process. This means masking your business listing, NDAs for every potential buyer, and tremendous communication with the seller on any potential hiccup that could come up along the way.

How do I choose a Business Broker in Montana?

When it comes to selling your business in Montana, picking the right business broker is key. You’ll want someone who’s not only certified but also aligns with your values, has a strong work ethic, will fight for you, and be pleasant to collaborate with for up to 12 months on a weekly or daily basis. It’s important to check their professional affiliations and how successful they’ve been in helping others sell their businesses too. At Exit Equity, our team fits all these requirements perfectly. We’re a group of professional business brokers committed to giving you top-notch service throughout the sale process.

What Questions should I ask a potential Montana Business Broker?

When you are beginning to search for a Montana Business Broker, it’s crucial to ask them a few key questions. You’ll want to know how successful they’ve been in the past, what kind of marketing plan they have in mind for your company, their knowledge about valuing businesses properly (and real estate), and all the different services they provide as a broker. By getting answers to these questions, you can make sure you pick someone who fits just right with what you need.

Can Exit Equity help with a Business Valuation if I am still a few years out from selling?

Certainly, Exit Equity can help your understand the fair market value of your company if you’re not planning to sell it right away. With our team of certified appraisal professionals on board, we’ll give you a detailed report on the value of your business. This comes in handy for making big decisions and planning ahead, if its estate planning, succession planning, or divorce. By knowing exactly what your business is valued at, you can make smart choices about its direction in the future.

I want to buy a company in Montana. Where do I Start?

If you’re thinking about buying a company in Montana, our first tip is to join our buyer email list… and then every other business broker’s email list in Montana, Wyoming, Idaho, Oregon, and Washington. With business opportunities waiting for you in the local market, our team is ready to help find the perfect one for you. We’ll support you with doing your homework on it and crafting a plan to make it yours. Get in touch with us now to take a look at what’s available and begin your path to owning a business.

What qualifications should one look for when selecting a Montana Business Broker?

When you’re on the lookout for a Montana Business Broker, it’s crucial to check their credentials. Do they know finance and accounting inside and out? What background or resources do they bring to the table for selling a business or commercial property. What professional continuing education does the firm perform for its members? Over at Exit Equity, our crew of professional business brokers ticks all these boxes and is committed to offering top-notch service just for you.