Strategic Exit Planning & Business Brokerage for Small to Mid-Sized Business Owners

Whether you're looking to sell your business now or planning for a future transition, Key Point Trusted Advisors offers comprehensive, personalized services designed to maximize value and minimize stress. Our CEPA-certified team guides you every step of the way—from valuation through closing—so you can move forward with confidence.

A winding road between a forest of trees.

Business Sales & Brokerage

If you're ready to sell your business, we manage the process end to end—confidentially and strategically. Our advisors handle everything from business valuation to buyer negotiations, drawing on decades of experience and a vetted network of private, strategic, and equity buyers.

Our Services Include:

  • Professional business valuation

  • Market comparables and industry multiples

  • Buyer sourcing and screening

  • Guidance on deal structure (stock vs. asset sales)

  • Tax strategy to maximize net proceeds

  • Transaction negotiation and closing support

Our team brings deep experience across industries including manufacturing, distribution, commercial services, and home services.

Exit Planning

Not ready to sell just yet? We understand. Most successful exits start with preparation. We work with business owners to create strategic, long-term plans that build value and prepare for a future sale on your terms.

Our Planning Process Covers:

  • Readiness and attractiveness assessments

  • CEPA-led exit strategy development

  • Operational improvements and scalability planning

  • Personal wealth and estate planning collaboration

  • Compensation and leadership transition strategy

  • Legal and structural alignment for a clean sale when the time comes

Whether you're one year out or five, our goal is to ensure you're exit-ready—without leaving money on the table.

Why Business Owners Trust Key Point Trusted Advisors

  • CEPA-certified exit planning professionals

  • Holistic, cross-functional team with expertise in finance, law, operations, and sales

  • Longstanding experience across industries and company sizes

  • Confidential, strategic, and personalized approach