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 Business Broker & M&A Advisor for Confidential, High-Trust Exits
I support Palm Beach County business owners with valuation, preparation, and a carefully managed sale
process designed to protect confidentiality, reduce disruption, and maintain stability throughout the transition.
Palm Beach buyers place a premium on consistent cash flow, clean financials, and long-term customer relationships—
and they expect a calm, well-organized process.
With more than two decades of experience and 100+ successful transactions, I help
owners across West Palm Beach, Boca Raton, Jupiter, Wellington, and Palm Beach Gardens move through each stage of the
transaction with clarity and confidence, from valuation through closing.
Palm Beach Exit Process Designed for Stability and Confidentiality
Palm Beach businesses attract buyers who value consistency, long-term customer relationships, and
steady management. Many owners here want a low-noise process that protects staff, maintains client
confidence, and preserves the company’s reputation throughout the sale. I help Palm Beach owners
prepare with a structured, confidential approach—starting with a clear valuation, followed by careful
packaging, staged disclosures, and buyer qualification steps that ensure only serious, well-capitalized
buyers enter the process.
Owners who want a fast, early estimate can use the ValuTrek™ Valuation Calculator as a starting point.
Clarity, Confidentiality & Continuity
Selling a company in Palm Beach 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
For Palm Beach business owners, a successful sale starts with smart preparation. Our focus is on making sure your business looks perfect on paper before we talk to any buyers. This preparation, which includes a detailed valuation, helps secure a fast, profitable, and private sale in areas like Boca Raton and West Palm Beach.
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
Palm Beach 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 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. 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.
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 |
| Established And Profitable Pressure Washing Business | $604,464 | Cleaning |
| Premier South Florida Closet Designer and Manufacturer | $538,287 | Construction |
| Well Established Truck And Fleet Body Shop | $305,623 | Automotive |
| Well Established Woodworking | $268,579 | Construction / Manufacturing |
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.
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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.
Why Palm Beach Owners Work With Aniss Cherkaoui, P.A.
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20+ years of experience representing Florida businesses
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Deep understanding of Palm Beach buyer expectations
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Strong success across professional, medical, trade, and service sectors
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Accurate, data-driven valuations based on Palm Beach demand
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A private, structured process that supports smooth transactions
Selling your business is a significant decision.
My goal is to give you clarity, protection, and a strong sale outcome — at the right time and under
the right terms.
Regional comparisons are available through advisory pages for
Miami and Broward,
which outline differences in buyer profiles across South Florida.
Ready to Take the Next Step?
Schedule Your Free ConsultationBusiness 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 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.
Business Broker Services Across Palm Beach County
I work with business owners throughout Palm Beach County, including West Palm Beach, Boca Raton, Palm Beach Gardens, Jupiter, Wellington, Boynton Beach, Delray Beach, Lake Worth, and Royal Palm Beach. While each area has its own buyer dynamics and industry mix, the valuation, preparation, and confidential sale process remains disciplined, discreet, and lender-ready across the county.
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.
A full outline of each step in the transition is available in the Selling Process Guide.
305-608-6761