Florida Business Broker & M&A Advisor
Confidential business sales and transaction guidance for owners of privately held businesses throughout Florida.
Selling a business involves more than finding a buyer. A structured process improves confidentiality, buyer quality, financing viability, and transaction stability.
A Structured Process for Confidential Business Sales
Most business sales fail because the process is not properly managed. Common issues include unrealistic pricing expectations, weak financial documentation, unsupported add-backs, financing limitations, operational dependency, customer concentration, and due diligence surprises. A structured process improves buyer quality, financing viability, confidentiality protection, and overall transaction stability.
Valuation & Positioning
Market-based valuation guidance supported by buyer behavior, transaction comparables, financing realities, and operational transferability.
Buyer Qualification
Buyer screening designed to reduce unnecessary exposure and improve transaction efficiency before sensitive information is released.
Transaction Coordination
Support throughout negotiation, due diligence, financing coordination, landlord discussions, and closing preparation.
Built for Owners Preparing for a Serious Transaction
I work with owners of established businesses evaluating:
- Retirement or succession
- Strategic business sales
- Partner transitions
- SBA-financed transactions
- Lower middle market transactions
- Confidential market evaluations
- Valuation and sellability review
- Service businesses
- Restoration companies
- Logistics and transportation
- Distribution
- Manufacturing
- Healthcare
- Professional services
- Trades and construction
- Retail and hospitality
Seven stages. No shortcut.
Initial Consultation
Discussion regarding ownership goals, timing, operations, financial profile, and transferability.
Financial & Operational Review
Review of financial statements, tax returns, operational structure, add-backs, and potential transaction risks.
Valuation & Positioning
Development of market positioning strategy and valuation expectations based on buyer behavior and transaction conditions.
Confidential Buyer Outreach
Controlled exposure to qualified buyers through confidential marketing procedures.
Buyer Screening & NDA Control
Qualification of buyer financial capability, acquisition fit, financing readiness, and confidentiality compliance.
Negotiation & Deal Structure
Management of offers, LOIs, financing discussions, contingencies, transition expectations, and transaction structure.
Due Diligence & Closing
Coordination with attorneys, lenders, accountants, landlords, and transaction parties through closing.
Most Deals Do Not Fail Because of Lack of Interest
Transactions commonly encounter problems during financial review, financing, due diligence, or negotiation of transaction structure.
Financial Inconsistencies
Unsupported add-backs, incomplete records, or unclear reporting.
Owner Dependency
Operations overly reliant on the owner.
Customer Concentration
Excessive revenue concentration among limited accounts.
Financing Limitations
Businesses that do not align with lender requirements.
Poor Buyer Fit
Unqualified or undercapitalized buyers entering the process.
Due Diligence Surprises
Operational, financial, or legal issues identified too late.
How Buyers Evaluate Businesses.
Earnings are the starting point, not the finish line. Buyers typically evaluate:
- Cash flow quality
- Transferability
- Documentation consistency
- Operational stability
- Recurring revenue
- Customer diversification
- Management depth
- Financing viability
- Industry demand
- Working capital requirements
Seller’s Discretionary Earnings (SDE) is commonly used for owner-operated businesses. Adjusted EBITDA is more commonly used for larger businesses with management infrastructure and scalable operations.
South Florida Market Coverage.
Advisory support for business owners throughout:
- Miami-Dade County
- Broward County
- Palm Beach County
- Statewide Florida
I work with businesses across multiple industries, including service, healthcare, logistics, restoration, distribution, manufacturing, trades, and professional services.
Experience & Professional Recognition
Aniss Cherkaoui, P.A.
- 20+ years in business transactions
- Business Brokers of Florida recognition
- IBBA recognition
- Experience with SBA-financed transactions
- Lower middle market transaction exposure
- Backed by the Transworld Business Advisors platform
Preparation creates options.
Early preparation impacts buyer quality, financing options, valuation expectations, and transaction stability.
Whether you are evaluating a future exit or preparing to bring a business to market now, understanding how buyers and lenders evaluate the business is a critical first step.