Business 
Brokerage 
Services 

Our financial professionals will conduct market research, competitive evaluation, and operational and financial analysis to evaluate your business. We will make recommendations to increase your profitability and reduce your cost. This includes, but is not limited to, property and casualty insurance, group life and health insurance, 401(k) plans, retirement plan, payroll services, accounting services, legal and administrative services, etc. 

Our marketing professionals will conduct industry and marketing research to design the best marketing strategy, provide exposure to buyer prospects and identify potential strategic buyers. Our group of professionals, including attorneys, accountants, and financial consultants, will provide a package of Executive Summary, Confidential Information Memorandum (CIM), and respective legal and financial documents. 

Identify and qualify potential buyers through SBA, conventional bank financing, and/or our innovative insurance products 

Our legal and tax professionals will recommend a proper deal structure to maximize the top priorities of buyers and sellers while minimizing the potential risks. 

Upon pre-qualifying buyers, we will help prepare the meetings, determine the agenda and strategy, prepare FAQs, and facilitate the negotiation and closing processes. 

We will work with buyers and sellers to develop the due diligence checklist, review and verify documents, plan and coordinate with attorneys, accountants, etc. and close the sale properly. Upon closing, we will also provide post M&A services to make sure the transitioning is smooth and successful.