AMB Advisory Services
For Sellers · Sell-Side M&A Advisory

Get the most for the
business you built.

Most owners sell once. We've done it 20+ times — guiding you from first valuation through closing day with pragmatic counsel, no retainer, and fees below market. Our goal, and the reason we started AMB, is to help owners navigate a sale with confidence and insight.

An owner reviewing a sale strategy with an AMB advisor
How It Works

A clear path from first call to closing day.

Selling a business takes six months to over a year. We've documented every step so you always know what's coming.

01Discovery

Intro call & relationship building

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

02Strategy

Positioning & go-to-market plan

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

03Engagement

Sign engagement & draft CIM

We formalize the relationship and prepare a CIM that highlights what buyers care about.

04Marketing

Buyer outreach & offers

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

05Negotiation

LOI & diligence

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

06Closing

Sign & transition

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

The CIM

What goes into your CIM.

The Confidential Information Memorandum is the centerpiece of your sale — the document serious buyers underwrite from. We build it to detail every aspect of your company and present it in its strongest, most defensible light.

Employee retention

Tenure, key-person reliance, and the team that carries through transition.

Customer turnover

Churn and repeat-business trends that show how durable your revenue is.

Client concentration

How revenue is spread across your customer base — and the risk buyers price in.

KPI trends

The operating metrics that prove momentum quarter over quarter.

Management overview

Org structure and the leadership that runs the business day to day.

Financial analysis

Recast financials and adjusted earnings that show true profitability.

Why Use a Broker

Representation pays for itself.

Going it alone almost always costs more than it saves. The data is clear — and so is our track record.

$150M
Total deal value
20+
Transactions
91%
Close rate after LOI
$0
Retainer — paid at close

25% higher prices

Businesses sold with broker representation achieve roughly 25% higher prices than unrepresented sellers. (Axial)

A real shot at closing

Owners without prior experience or representation have a 60–70% lower chance of completing a sale at all.

Below-market fees

Our modified Lehman Scale runs ~3 points below market — saving sellers $70K–$130K on a typical $2M–$5M sale.

Thinking Ahead

Not selling yet? Start preparing now.

The most valuable exits are years in the making. If you're two or three years out, we'll help you sharpen the levers buyers pay for — so when it's time, you go to market from a position of strength. Every step compounds.

Talk through your timeline

Customer concentration

Reduce reliance on any single client to de-risk the book.

Recurring revenue

Strengthen retention and predictable income streams.

Clean financials

Tidy books and clear add-backs hold up in diligence.

Owner independence

A team that runs without you commands a higher multiple.

Let's Talk

Curious what your business could sell for?

Book a confidential, no-obligation intro call. Tell us a little about your business and we'll take you straight to Frank's calendar.