Business Broker in Boca Raton
We assist Boca Raton business owners with valuations, preparation, and buyer engagement. Boca’s strong service and professional sectors attract qualified buyers year-round.
Palm Beach County Business Broker - M&A Advisor
Selling a business in Palm Beach County requires a thoughtful, secure, and well-prepared strategy. I work with business owners across Boca Raton, Palm Beach Gardens, Jupiter, and Delray Beach to guide them through a private, structured process that protects stability, manages sensitive information, and positions their company for a successful sale from the first conversation through closing.
Aniss Cherkaoui, P.A. — M&A Advisor 20+ years of Florida deal experience — Trusted by business
owners statewide
Serving Miami-Dade • Broward • Palm Beach • Statewide Florida
Palm Beach County is one of Florida’s most active regions for business sales, supported by a strong base of service companies, professional practices, and long-established family-owned businesses. The area continues to attract qualified buyers from across the state and the Northeast, especially those seeking stable, well-managed companies with consistent earnings and solid customer relationships. Valuations in Palm Beach typically reflect adjusted earnings, financial normalization, management depth, workforce stability, contract structure, recurring revenue, and client retention. Our role is to maintain confidentiality while positioning your business to meet the expectations of today’s buyers, lenders, and investors.
Clarity, Confidentiality & Continuity
Selling a company in Palm Beach County requires a careful and discreet approach. We oversee every stage of the process, from preparing documentation and communicating with buyers to managing negotiations and closing, all with the goal of protecting your operations, your team, and the reputation you’ve built. The goal is simple. Keep your business running smoothly while guiding the transaction forward with confidence and complete privacy.
Palm Beach Business Sale Services
We support owner-led and lower middle-market businesses across Palm Beach with a structured, confidential sale process designed to preserve stability, protect information, and strengthen negotiating position.
Valuation and Readiness
We begin with a valuation that reflects real Florida market activity and actual
completed transactions. Your financials, adjusted earnings, customer concentration,
and operating structure are reviewed in detail so you understand how buyers and
lenders will view the business. This gives you a realistic picture of value and
helps you see which areas may influence deal terms or pricing.
Positioning and Confidential Marketing
Your business is presented through clear and well-crafted confidential materials
that highlight strengths, stability, and growth potential. Outreach is selective and
controlled. Only qualified and strategically aligned buyers are contacted. This
protects your team, your customers, and your daily operations while ensuring the
opportunity reaches the right audience.
Negotiation and Closing Support
When offers come in, we look beyond the headline number. Structure, terms,
transition expectations, and long-term alignment all matter. We coordinate due
diligence, manage communication between both sides, and guide the process through
closing. The goal is to maintain momentum, avoid surprises, and keep the entire
process secure and confidential from start to finish.
Industries Served Across Palm Beach County
Palm Beach County has a diverse and active business community supported by strong demand and a steady flow of qualified buyers. We work with business owners throughout Boca Raton, Palm Beach Gardens, Jupiter, Wellington, Boynton Beach, and Delray Beach to help them prepare, position, and confidentially sell their companies.
Professional & Healthcare Practices
Palm Beach County has a large base of medical, dental, legal, and professional
service practices. We assist owners with confidential transitions that protect
client relationships, maintain compliance, and support a smooth handover, whether
you’re selling a medical practice in Palm Beach or a professional firm in Boca
Raton.
Construction Trades & Home Services
Specialty contractors and service businesses remain in steady demand across the
region. We evaluate licensing, backlog quality, workforce structure, and recurring
revenue so you can confidently sell a construction business in Boca Raton or a
service company in Palm Beach Gardens.
Distribution, Import & Light Manufacturing
Palm Beach continues to attract interest from buyers seeking distribution and light
industrial companies. We highlight vendor relationships, operational processes,
margins, and capacity so the business can be clearly understood by qualified buyers
across South Florida.
Hospitality, Fitness & Franchise Concepts
Restaurants, boutique hotels, fitness studios, and multi-unit franchise operators
are active segments in Palm Beach County. We showcase performance, staffing,
customer loyalty, and growth potential to attract experienced operators and investor
groups.
Technology, Digital & Ecommerce Services
Palm Beach has a growing digital and online business community. We assist tech
firms, digital agencies, and ecommerce businesses with organizing and presenting
financials, systems, and recurring revenue in a way that builds buyer confidence.
Retail & Specialty Stores
Palm Beach’s consumer-driven market supports a wide range of boutique retailers and
specialty stores. We help owners prepare for a confidential sale by evaluating
revenue consistency, inventory management, and customer loyalty.
Choose Your Valuation Path
Select the valuation approach that aligns with your company’s size, earnings, and long-term goals.
Under $1M EBITDA:
Use the ValuTrek™ Business Valuation Calculator to receive a market-based estimate
along with readiness insights tailored to Palm Beach County.
Get Your Palm Beach Valuation Estimate
$1M+ EBITDA:
Request a confidential M&A valuation that includes detailed financial modeling,
buyer targeting, and strategic positioning for a premium outcome.
Request a Private M&A Consultation
Current Engagements in Palm Beach
| Industry | SDE | Category |
|---|---|---|
| Lie Detection/Truth Verification Technology | $1,950,705 | Miscellaneous Other / Business Services / Electronics Computer |
| Established and Highly Profitable Private Jet Brokerage | $1,409,872 | Aviation |
| Premium Restaurant with around $1mil in cash flow | $857,118 | Restaurants |
| Established And Profitable Pressure Washing Business | $604,464 | Cleaning |
| Established Custom Drapery Workroom For Sale | $588,846 | Interior Design Dec |
| Premier South Florida Closet Designer and Manufacturer | $418,368 | Construction |
| 30 Year Old Tailoring & Clothing Boutique For Sale | $251,176 | Tailoring / Clothing |
Details are withheld to protect confidentiality. Inquire to confirm fit and buyer interest.
A Structured, Private Sale Process
Our proven process keeps your sale confidential, organized, and efficient, protecting operations while moving the transaction forward with clarity and confidence.
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Discovery
We begin by reviewing your goals, adjusted earnings, operational structure, and transition preferences. This gives us a clear foundation for a confidential and well-prepared sale.
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Preparation
We organize financial statements, summaries, and supporting documentation so your business can be presented clearly, accurately, and professionally to qualified buyers.
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Outreach
We engage a select group of financially capable buyers under strict privacy agreements. This targeted approach ensures only serious parties gain access to your information while maintaining full confidentiality throughout Palm Beach County.
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Negotiation
We evaluate offers based on price, structure, terms, and transition requirements. Our focus is to align the deal with your goals and secure a strong, well-structured outcome.
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Closing & Transition
We coordinate due diligence, communication, and closing documents to support a smooth transition for both parties while protecting the continuity of your business.
Ready to Take the Next Step?
Schedule Your Free Consultation Estimate Your Value with the ValuTrek™ Business Valuation Calculator →Business Valuation FAQ
Answers to the most common questions business owners ask before valuing or selling their business.
The right time to sell depends on your personal goals, the strength of your financials, and current market conditions. Many Palm Beach business owners choose to sell when earnings are stable or trending upward and when buyers are actively seeking companies in their industry. Reviewing the last three years of performance can help determine if the timing supports maximum value.
Most Florida business sales take six to twelve months from preparation to closing. The timeline depends on the quality of your financial records, industry demand, pricing, and the strength of the buyer pool. Businesses with clean documentation and clear earnings often move faster because buyers and lenders can make decisions more quickly.
Preparation is key. Before listing your business, it’s helpful to organize financial statements, confirm licensing and compliance, document processes, and remove unnecessary personal expenses from the books. Buyers in Palm Beach County expect clarity and consistency, and thorough preparation helps create a smoother, more confidential sale process.
In an asset sale, buyers purchase the operating assets of the business, while the legal entity often stays with the seller. In a stock sale, the buyer purchases your ownership interest and steps into the existing entity with its assets and liabilities. Most small and mid-sized Florida transactions are structured as asset sales for tax and liability reasons, but the right structure depends on your CPA’s and attorney’s guidance.
In most Florida business sales, the broker’s fee is a success-based commission, paid at closing as a percentage of the final sale price. There are typically no monthly retainers for main-street and lower middle-market deals. Your broker should review the fee structure with you before you sign a listing agreement to ensure there are no surprises.
Buyers and lenders look for clear financial and operational information to understand earnings, risks, and growth potential. Common items include:
- Three years of tax returns and financial statements
- Year-to-date P&L and balance sheet
- Payroll summaries and key employee details
- Customer concentration and revenue consistency
- Major contracts, leases, and equipment lists
Many buyers and lenders—especially in Florida—prefer some level of seller financing or a transition period. This may include a short consulting agreement or structured training period to support continuity. The terms vary based on your goals, the buyer’s needs, and what helps create a successful closing without leaving you overexposed.
Yes. A business broker manages valuation, marketing, buyer screening, deal flow, and negotiation strategy, but your attorney and CPA protect you on legal, tax, and structural issues. This team approach often results in cleaner contracts, fewer surprises, and a clearer understanding of what you will net after the sale.
Local Business Broker Services Across Palm Beach County
We provide confidential business sale and M&A advisory services throughout Palm Beach County, including Boca Raton, Palm Beach Gardens, Jupiter, Wellington, Boynton Beach, Lake Worth, West Palm Beach, Royal Palm Beach, and Delray Beach.
Business Broker in Palm Beach Gardens
We support owners in Palm Beach Gardens with structured sale processes and private buyer outreach. Professional practices and specialty service companies perform especially well in this market.
Business Broker in Jupiter
Jupiter’s growing business community attracts buyers seeking stable, recurring-revenue companies. We manage the sale process quietly and efficiently to protect continuity.
Business Broker in Delray Beach
Delray Beach has consistent demand for service, retail, and hospitality businesses. We help owners sell with confidentiality, precision, and strong buyer screening.
Business Broker in Wellington
Wellington’s combination of equestrian, service, and professional businesses draws both local and out-of-state buyers. We focus on preparing clean financials and presenting your company’s strengths clearly.
Business Broker in Boynton Beach
Boynton Beach continues to expand and attracts a wide range of qualified buyers. We help owners prepare documentation, understand valuation, and navigate a private, well-structured sale process.
Business Broker in Lake Worth
Lake Worth’s mix of service companies, trades, and retail businesses creates steady buyer interest. We position these businesses with clarity and confidentiality to help secure competitive offers.
Business Broker in West Palm Beach
West Palm Beach remains one of the most active commercial hubs in the county. We support owners across industries with valuations, buyer engagement, and negotiation strategies tailored to the local market.
Business Broker in Royal Palm Beach
Royal Palm Beach is home to a growing number of small and mid-sized service companies. We assist owners with organizing financials, screening buyers, and managing a confidential sale process from start to finish.
305-608-6761