AMB Advisory Services
Sell-Side & Buy-Side M&A Advisory

Guiding you through
life's biggest business decision.

We've helped dozens of professionals buy and sell businesses with an advisory-first approach.

AMB Advisory — institutional-quality M&A counsel for business owners
$150M
Total deal value
Across 20+ transactions
20+
Transactions
$600K to $30M+ in size
91%
Close rate after LOI
Industry-leading execution
$0
Retainer
For sellers — we're paid at close
Why AMB

Most owners sell once.
We do this every day.

Roughly 6 million small businesses will change hands by 2035, yet fewer than 20% of sales use a professional broker — and many who do are matched with advisors who charge the most and understand the least. AMB was built to be the exception: genuine M&A expertise, incentives aligned to your outcome, and technology no traditional brokerage can match.

Genuine M&A experience

20+ completed transactions and $150M in deal value — earned as a buy-side deal executor. We know exactly how acquirers underwrite, where they push in diligence, and how to prepare sellers to win. We're not brokers who pivoted from real estate.

No retainer, aligned incentives

Unlike 75% of brokers, we charge no upfront retainer — sellers pay only at close. Our modified Lehman Scale runs ~3 points below market, and we hold zero referral agreements with buyers, lenders, or attorneys.

Powered by SKAI

Our proprietary AI outreach system qualifies and reaches thousands of targets in hours — roughly 40× the throughput of a manual team. That means broader, faster, more confidential buyer discovery for every deal we run.

Services

Advisory for both sides of the table.

We represent owners selling their business and acquirers seeking proprietary deal flow — from first valuation through closing.

For Sellers

Sell-Side M&A Advisory

End-to-end representation with no retainer: CIM preparation, targeted buyer marketing, NDA and offer management, LOI negotiation, and diligence through close.

For Buyers

Buy-Side Advisory & Sourcing

Proprietary, SKAI-powered deal origination for search funds, family offices, and strategic buyers. Performance-based pricing — $400 per intro call, $5,000 per NDA — with a success fee at close.

Specialty

Association Management & HOA

A $53.9B market in the early stages of PE consolidation, with 15+ firms acquiring at 7–10× EBITDA. We bring rare, defensible expertise in AMC/HOA valuations, buyers, and deal structures.

Strategy

Pre-Sale Value Acceleration

Thinking of selling in a few years? We help you sharpen the levers buyers pay for — customer concentration, retention, margins, and systems — so you go to market from a position of strength.

Our Process

From first call to closing day —
every mile, walked together.

Selling your business can take six months to over a year. Our goal is to advise you every step of the way.

01 Discovery

Intro call & relationship building

We learn your business, your goals, and your timeline — no obligation, no retainer.

02 Strategy

Positioning & go-to-market plan

We align on timing, deal structure, and the ideal buyer profile before we take your business to market.

03 Engagement

Sign engagement & draft CIM

We draft a Confidential Information Memorandum that highlights what buyers actually care about.

04 Marketing

Buyer outreach & offers

We solicit multiple bids from a pre-vetted list — strategics, PE platforms, and individual acquirers.

05 Negotiation

LOI & diligence

We negotiate the LOI and quarterback business, legal, tax, and quality-of-earnings diligence.

06 Closing

Sign & transition

Purchase agreement signed, sale closed, transition plan in motion. Mission accomplished.

Meet the Founders

Two operators who have
sat on both sides of a deal.

Frank Moneymaker, Cofounder & Managing Partner, AMB Advisory Services

Frank Moneymaker

Cofounder & Managing Partner

Frank brings 5+ years of hands-on M&A experience across 20+ transactions totaling $150M in deal value, with a 91% close rate after LOI. He built that record as a buy-side deal executor — so he knows precisely what acquirers value and where deals are won or lost. He leads AMB's financial modeling, CIM preparation, and negotiation strategy.

B.S. Economics, FSU 40+ owners assisted Financial Advisor
Tereno Forbes, Cofounder & Partner, AMB Advisory Services

Tereno Forbes

Cofounder & Partner

Tereno is a finance and accounting leader with 15 years of experience heading a team of accountants. He has founded and operated multiple businesses — and sold one of his own through the same process AMB now runs for clients, giving him a ground-level read on what sellers face. He leads business development, builds and operates SKAI, and provides CFO-level financial expertise.

MFM, Finance MBA, Marketing Built SKAI
"Frank knew our business better than the buyers did. He pushed every offer harder than I would have, and we closed at a number I didn't think was possible."
— Former Business Owner · $8M sale · 2024
The CIM

Your CIM tells the whole story.

When you engage AMB, we draft a Confidential Information Memorandum that details every aspect of your company — the document serious buyers underwrite from. It's how we present your business in its strongest, most defensible light.

Employee retention
Customer turnover
Client concentration
KPI trends
Management overview
Financial analysis