Considering selling your business?

Get honest answers, market-based valuations, and experienced support — all with total confidentiality.
Not Sure If It’s the Right Time to Sell? Start With Clarity.

Selling your business is one of the most important decisions you’ll ever make — personally and financially. If you’re not ready yet, that’s perfectly normal. Most of our customers start with questions long before they’re ready to move forward.

 

At Amerivest, we offer clarity, not pressure — with honest answers and insight based on real market data, not assumptions.

 

Here are some of the questions we help you answer:

Valuation isn’t guesswork — and it’s not based on what someone else listed for. We use real market data, financial performance, and buyer trends to estimate your business’s actual value.

Read more about our process to determine the Most Probable Sale Price (MPSP).

You’ll get a clear picture of what similar businesses are actually selling for, and the key drivers behind your valuation.

Timing matters. While no one can predict the perfect moment, market conditions can have a real impact on the value and demand for your business.

We help you evaluate:

  • Buyer demand in your industry and size range
  • Lending conditions, including SBA trends and rate shifts
  • Seasonal patterns or timing factors specific to your business
  • Competing listings currently on the market

You’ll get a grounded view of how the market looks today — and whether now is the right time to take the next step.

Deciding when to sell isn’t just about the market — it’s about you.

We’ll help you weigh key factors, including:

  • Your personal, financial, and lifestyle goals
  • Where your business is in its lifecycle
  • How involved you are in day-to-day operations
  • Whether the business is “ready” for market (clean financials, team, systems)

Our goal is to give you a recommendation based on facts, not pressure — so you can move forward when the time is right for you.

A big part of preparing to sell is understanding how buyers evaluate a business.

We help you get ahead of the process by reviewing:

  • What financial documents buyers and lenders typically request
  • The types of buyers (individual, strategic, financial) and what each values
  • The difference between “clean” vs. unclear financials
  • How to present add-backs and adjustments to reflect true earnings
  • Operational risks that may raise questions — and how to address them

Think of this as a pre-sale review — so you’re not caught off guard later.

Confidentiality is non-negotiable. We follow a strict privacy process that includes:

  • Blind listings that don’t reveal your business identity
  • Signed NDAs before any details are shared
  • Buyer screening for financial qualifications and operational fit
  • Step-by-step release of sensitive information as trust is built

Your employees, customers, and competitors won’t know your business is on the market — unless and until you choose to share it.

You’re Ready to Sell. We’re Ready to Lead the Process.

When you’re serious about selling, it takes more than just listing your business — it takes preparation, strategy, and experienced guidance. At Amerivest, we walk you through every step, backed by decades of transaction experience and a trusted network of qualified buyers.

We start by providing you with a confidentiality agreement to protect all your information, followed by an in-depth valuation to help you understand what your business is worth — and why.

Our process includes:

  • Reviewing the last 3 years of financials, normalized for owner compensation.
  • Applying industry-specific multiples using verified market data.
  • Comparing recent local transactions for businesses like yours.
  • Factoring in current buyer demand and financing conditions.

Read more about our process to determine the Most Probable Sale Price (MPSP). You’ll receive a clear valuation report with notes and context — so you know what to expect, and how to prepare.

We don’t just list your business — we prepare it for the right audience. Our go-to-market approach is tailored, discreet, and designed to attract serious buyers from day one.

It includes:

  • A professionally written CIM (Confidential Information Memorandum).
  • Listings across top marketplaces (BizBuySell, BBF, and others).
  • Direct outreach to qualified buyers in our internal network.
  • Industry-specific promotion when relevant.

The first impression matters. We make sure your business is presented clearly, professionally, and with the confidentiality it deserves.

Not every inquiry is worth your time. We carefully screen every prospective buyer before sharing sensitive information.

Our process includes:

  • Signed non-disclosure agreements (NDAs).
  • Verification of financial ability — including proof of funds or SBA prequalification.
  • Introductory interviews to assess motivation, experience, and timeline.
  • Internal scoring in our CRM to prioritize fit and readiness.

The goal: to protect your time, maintain confidentiality, and ensure you’re only dealing with serious, qualified buyers.

From accepted offer to closing, we help keep the deal on track. While your CPA, attorney, and lender play key roles, we coordinate the process to minimize friction and maintain momentum.

This includes:

  • Helping you gather and organize due diligence materials.
  • Managing communications between all parties — buyer, CPA, attorney, and lender.
  • Flagging potential roadblocks early and helping address them efficiently.
  • Acting as your single point of contact throughout the deal.

Our role is to support the process, protect your time, and help you stay focused on running your business while the deal moves forward.

With hundreds of successful deals behind Amerivest, we guide you through key decisions and help structure a deal that aligns with your goals.

We support you by:

  • Advising on deal terms that protect your financial interests.
  • Helping you understand the implications of asset vs. stock sales.
  • Supporting negotiations around holdbacks, seller financing, and transition terms.
  • Coordinating with your attorney and CPA throughout the closing process.

Our role is to help you make informed decisions and move toward a smooth, successful closing — with confidence.

Tools and Resources for Sellers

Whether you’re just starting to explore a sale or getting ready to go to market, the right guidance makes a difference. Our articles break down complex topics — from valuation to negotiations — so you can move forward with clarity and confidence.

Old Business Owner

Florida’s Trusted Advisors for Business Owners

Selling your business is too important to trust to an inexperienced broker or a faceless platform. At Amerivest, we provide white-glove service with unmatched expertise in our community.

Why business owners choose us:

Certified Business Intermediaries

We’re members of BBF and IBBA, and follow strict standards in confidentiality, valuation, and ethics.

Aligned Incentives – No Upfront Fees

We only get paid if your business sells. That keeps our focus aligned with your success and your timeline.

Deep Buyer Network

We work with a vetted network of Florida and Southeast buyers — including private equity, family offices, and strategic acquirers.

Licensed to Sell Businesses & Real Estate

Many deals involve property. We’re licensed to handle both business and real estate transactions, simplifying your deal structure.

Experience from Main Street to Lower Middle Market

We specialize in businesses ranging from $1M to $25M+ in revenue, with a process tailored to your size, industry, and goals.

Proven Track Record 

With 42+ years in the industry, our process leads to successful closings and fewer surprises. Your business is our expertise.

Explore Your Options—Confidentially and Without Pressure

Selling your business is personal. It deserves honest guidance, a thoughtful process, and a broker you can trust. We’re ready when you are — and everything we discuss stays 100% confidential.

What Our Customers Say

Debbie Kapplan

Retired Owner, Boca Raton, FL

Joaquin

Transportation Business Owner, Boca Raton, FL

George

Gas Station Owner, Delray Beach, FL

Thinking About Selling Your Business? Let’s Talk.

We provide honest guidance, confidential service, and expert support — whether you’re ready to sell or just exploring your options.

 

Please fill out the form below and tell us about your business. The more details you share, the more tailored and useful our guidance will be.

Your information is kept 100% confidential.

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Considering selling your business? Get honest answers, market-based valuations, and experienced support — all with total confidentiality. Contact Us Exploring […]

Considering selling your business?

Get honest answers, market-based valuations, and experienced support — all with total confidentiality.
Not Sure If It’s the Right Time to Sell? Start With Clarity.

Selling your business is one of the most important decisions you’ll ever make — personally and financially. If you’re not ready yet, that’s perfectly normal. Most of our customers start with questions long before they’re ready to move forward.

 

At Amerivest, we offer clarity, not pressure — with honest answers and insight based on real market data, not assumptions.

 

Here are some of the questions we help you answer:

Valuation isn’t guesswork — and it’s not based on what someone else listed for. We use real market data, financial performance, and buyer trends to estimate your business’s actual value.

Read more about our process to determine the Most Probable Sale Price (MPSP).

You’ll get a clear picture of what similar businesses are actually selling for, and the key drivers behind your valuation.

Timing matters. While no one can predict the perfect moment, market conditions can have a real impact on the value and demand for your business.

We help you evaluate:

  • Buyer demand in your industry and size range
  • Lending conditions, including SBA trends and rate shifts
  • Seasonal patterns or timing factors specific to your business
  • Competing listings currently on the market

You’ll get a grounded view of how the market looks today — and whether now is the right time to take the next step.

Deciding when to sell isn’t just about the market — it’s about you.

We’ll help you weigh key factors, including:

  • Your personal, financial, and lifestyle goals
  • Where your business is in its lifecycle
  • How involved you are in day-to-day operations
  • Whether the business is “ready” for market (clean financials, team, systems)

Our goal is to give you a recommendation based on facts, not pressure — so you can move forward when the time is right for you.

A big part of preparing to sell is understanding how buyers evaluate a business.

We help you get ahead of the process by reviewing:

  • What financial documents buyers and lenders typically request
  • The types of buyers (individual, strategic, financial) and what each values
  • The difference between “clean” vs. unclear financials
  • How to present add-backs and adjustments to reflect true earnings
  • Operational risks that may raise questions — and how to address them

Think of this as a pre-sale review — so you’re not caught off guard later.

Confidentiality is non-negotiable. We follow a strict privacy process that includes:

  • Blind listings that don’t reveal your business identity
  • Signed NDAs before any details are shared
  • Buyer screening for financial qualifications and operational fit
  • Step-by-step release of sensitive information as trust is built

Your employees, customers, and competitors won’t know your business is on the market — unless and until you choose to share it.

You’re Ready to Sell. We’re Ready to Lead the Process.

When you’re serious about selling, it takes more than just listing your business — it takes preparation, strategy, and experienced guidance. At Amerivest, we walk you through every step, backed by decades of transaction experience and a trusted network of qualified buyers.

We start by providing you with a confidentiality agreement to protect all your information, followed by an in-depth valuation to help you understand what your business is worth — and why.

Our process includes:

  • Reviewing the last 3 years of financials, normalized for owner compensation.
  • Applying industry-specific multiples using verified market data.
  • Comparing recent local transactions for businesses like yours.
  • Factoring in current buyer demand and financing conditions.

Read more about our process to determine the Most Probable Sale Price (MPSP). You’ll receive a clear valuation report with notes and context — so you know what to expect, and how to prepare.

We don’t just list your business — we prepare it for the right audience. Our go-to-market approach is tailored, discreet, and designed to attract serious buyers from day one.

It includes:

  • A professionally written CIM (Confidential Information Memorandum).
  • Listings across top marketplaces (BizBuySell, BBF, and others).
  • Direct outreach to qualified buyers in our internal network.
  • Industry-specific promotion when relevant.

The first impression matters. We make sure your business is presented clearly, professionally, and with the confidentiality it deserves.

Not every inquiry is worth your time. We carefully screen every prospective buyer before sharing sensitive information.

Our process includes:

  • Signed non-disclosure agreements (NDAs).
  • Verification of financial ability — including proof of funds or SBA prequalification.
  • Introductory interviews to assess motivation, experience, and timeline.
  • Internal scoring in our CRM to prioritize fit and readiness.

The goal: to protect your time, maintain confidentiality, and ensure you’re only dealing with serious, qualified buyers.

From accepted offer to closing, we help keep the deal on track. While your CPA, attorney, and lender play key roles, we coordinate the process to minimize friction and maintain momentum.

This includes:

  • Helping you gather and organize due diligence materials.
  • Managing communications between all parties — buyer, CPA, attorney, and lender.
  • Flagging potential roadblocks early and helping address them efficiently.
  • Acting as your single point of contact throughout the deal.

Our role is to support the process, protect your time, and help you stay focused on running your business while the deal moves forward.

With hundreds of successful deals behind Amerivest, we guide you through key decisions and help structure a deal that aligns with your goals.

We support you by:

  • Advising on deal terms that protect your financial interests.
  • Helping you understand the implications of asset vs. stock sales.
  • Supporting negotiations around holdbacks, seller financing, and transition terms.
  • Coordinating with your attorney and CPA throughout the closing process.

Our role is to help you make informed decisions and move toward a smooth, successful closing — with confidence.

Tools and Resources for Sellers

Whether you’re just starting to explore a sale or getting ready to go to market, the right guidance makes a difference. Our articles break down complex topics — from valuation to negotiations — so you can move forward with clarity and confidence.

Old Business Owner

Florida’s Trusted Advisors for Business Owners

Selling your business is too important to trust to an inexperienced broker or a faceless platform. At Amerivest, we provide white-glove service with unmatched expertise in our community.

Why business owners choose us:

Certified Business Intermediaries

We’re members of BBF and IBBA, and follow strict standards in confidentiality, valuation, and ethics.

Aligned Incentives – No Upfront Fees

We only get paid if your business sells. That keeps our focus aligned with your success and your timeline.

Deep Buyer Network

We work with a vetted network of Florida and Southeast buyers — including private equity, family offices, and strategic acquirers.

Licensed to Sell Businesses & Real Estate

Many deals involve property. We’re licensed to handle both business and real estate transactions, simplifying your deal structure.

Experience from Main Street to Lower Middle Market

We specialize in businesses ranging from $1M to $25M+ in revenue, with a process tailored to your size, industry, and goals.

Proven Track Record 

With 42+ years in the industry, our process leads to successful closings and fewer surprises. Your business is our expertise.

Explore Your Options—Confidentially and Without Pressure

Selling your business is personal. It deserves honest guidance, a thoughtful process, and a broker you can trust. We’re ready when you are — and everything we discuss stays 100% confidential.

What Our Customers Say

Debbie Kapplan

Retired Owner, Boca Raton, FL

Joaquin

Transportation Business Owner, Boca Raton, FL

George

Gas Station Owner, Delray Beach, FL

Thinking About Selling Your Business? Let’s Talk.

We provide honest guidance, confidential service, and expert support — whether you’re ready to sell or just exploring your options.

 

Please fill out the form below and tell us about your business. The more details you share, the more tailored and useful our guidance will be.

Your information is kept 100% confidential.

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