About Us.

We're an M&A advisory firm. We help business owners profitably exit private companies or grow them through M&A.

  • Miami-based with +10 years of experience in M&A advisory and consulting.
  • Specialists in brokering middle-market deals between $5m and $250m in value.
  • Wide range of expertise in exit-planning, valuation, and investment banking services.
  • Comprehensive education and preparation for first-time buyers and sellers.
  • Featured in numerous publications and media including Yahoo! Finance and MSN.

A Major Problem For Our Time.

Private company owners face a fundamental challenge when trying to sell their businesses: illiquidity. Unlike publicly traded companies, it can be surprisingly difficult to liquidate an equity stake in a private company. This illiquidity means an entrepreneur’s wealth is “locked” in the business until an exit occurs.

Privately-held American businesses represent trillions of dollars in potential wealth, yet statistics reveal a troubling reality: only about 20% of businesses brought to market successfully find buyers. Of those businesses that do sell, only about half of them sell at above industry average prices. Of those, only about 14% sell at truly premium multiples.

A major reason for this is that most business owners don't understand how to grow their enterprise value along with their revenue. The impact of this is astronomical. It ultimately means that as those business owners stop working there could be hundreds of billions of dollars in unrealized exit value that effectively fails to transfer to those American families.

We're going to change this.

Vision: "A world where empowered entrepreneurs can confidently turn private companies into lasting family legacies."

Mission: "To empower agile entrepreneurs with Fortune 500-caliber financial acumen and strategic insight."

68%
of owners have no exit plan.
20%
successfully find buyers.
14%
sell at premium multiples.

We Empower Agile Entrepreneurs.

We're on a mission to empower agile entrepreneurs with Fortune 500-caliber financial acumen and strategic insight so that owners can confidently turn private companies into lasting family legacies.

How We Work >>

01

Exit Planning / Growth

We work with owners in advance of a sale in order to increase deal confidence and maximize transaction value.

02

Industry Insights

Leverage expert industry and competitive analysis to plan strategic growth initiatives that capture new market share.

03

Business Valuation

Make informed decisions and benefit from the perspective that real-world, market-based valuation provides.

04

M&A Brokerage

Profit from the expertise of a full-service middle market investment bank with more than a decade of M&A advisory experience.

Contact Us.

The most efficient way to inquire about working with us is to go through the service page you are inquiring about. For customer support and general inquireies please use the contact information below.

Address

333 SE 2nd Ave, 20th Floor, Miami FL 33131

Administrative Hours

Mon - Fri 9:00 AM - 5:00 PM (appointment only)

Customer Support

Support@kimberlyadvisors.com