MIAMI BUSINESS SALES & M&A
Sell your Miami business with a clear plan.
From straightforward sales to complex businesses and transactions, your sale deserves personal attention, creative thinking and a tailored approach. We start by understanding what makes your business different and what buyers are likely to question.
THE SHORT ANSWER
What should a Miami owner do before putting a business up for sale?
Start with your goals, supported earnings and the work a new owner would need to take over. Prepare historical financial records, proposed adjustments, customer concentration, staff responsibilities and lease information. Then agree on buyer qualification and staged disclosure before identifying the business to prospective buyers.
A useful next step. Discuss the records available and a confidential marketing approach before committing to a launch date.
Start with the earnings a buyer can support.
Revenue gets attention. Supported earnings help explain what the buyer is actually buying. We start with the financial history, the last 12 months and the adjustments behind the proposed owner benefit or EBITDA.
An add-back needs a reason and supporting records. Personal, one-time and discretionary costs should be reviewed individually. Replacement management costs and normal operating expenses matter too.
Agree on the approach before the business is marketed.
Your goals affect the buyer strategy: a full exit, a longer transition, retained ownership or a sale that includes real estate can lead to different discussions. We work through your timing, expectations and the information needed to present the business.
Confidential marketing starts with an appropriate description of the opportunity. Buyer screening, an NDA and controlled information sharing are part of the process.
The offer is more than the purchase price.
Cash at closing, financing contingencies, seller financing, working capital, transition duties and any performance-based payments all affect the economics. Compare the whole structure before deciding whether an offer works for you.
Your attorney and CPA should review the legal and tax implications. If the offer includes rollover equity—an ownership interest retained or reinvested in the acquiring structure—review the rights, risks and future liquidity with your advisors. I help coordinate the transaction and diligence requests, including with a separately engaged QoE team.
Miami details can affect the transaction.
For a Miami-Dade business, an assignable lease, landlord consent, licenses, staffing and any included property deserve attention early. The issues vary by business and should be reviewed with the right licensed professionals.
I’m based in Miami Beach and work with owners in Miami, across South Florida and throughout Florida. Whether your company is in South Florida or elsewhere in the state, start with a conversation about the business, the numbers and your goals.
A useful preparation list.
Put these together before a brokerage market assessment. If something is missing, we can identify what needs to be addressed.
- Three years of business tax returns and P&Ls
- Monthly trailing-12-month P&L and current balance sheet
- Support for proposed add-backs and owner compensation
- Revenue by customer and recurring revenue detail
- Lease terms, key agreements, staff roles and your responsibilities
YOUR NEXT CHAPTER
What would a sale look like for you?
Start with an initial brokerage valuation discussion. No obligation to list. Any additional work and its scope are agreed separately.