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For Advisors

Multiple professional disciplines provide advice to business throughout their lifecycle. Many are with them for years or decades and almost all of them play some role in an owner exiting their business. While that is true, business sales and transitions may not be their specialty or their core service.

BMA routinely assists advisors to business owners and their families on the critical and often uncomfortable conversations about current and future ownership. Even family businesses will have an “exit”, hopefully it is a planned and managed event with everyone’s best interest in mind while protecting the wealth and legacy of both the business and the family.

Ways in which we can assist

BMA can act as your “outsourced” M&A Advisor to work with you and your clients (or prospects) one on one in an educational, honest, open dialogue setting.
BMA also offers educational workshops and events specifically designed for your business owner clients or prospects who are nearing retirement or in the early stages of thinking about the future ownership of their business.
Please contact us for more information about our services for advisors.