Professional Advisor Services
Strategic Guidance Backed by Real-World Experience
At Exit with Jake, we know that navigating the world of business sales, transitions, and valuations can be complex. That’s why we offer Professional Advisor Services—a comprehensive support system for business owners, attorneys, accountants, and wealth managers who need an experienced ally to ensure everything aligns with their client’s goals.
Whether you’re advising a business owner preparing for exit or seeking a valuation partner who understands the intricacies of deal structures, our team acts as your behind-the-scenes expert—helping you deliver maximum value with confidence and clarity.
Contact Us for a Free, Confidential Consultation
- Experienced M&A Advisors available
Empowering Advisors with Strategic Insights
We’re not here to replace your role—we’re here to enhance it. Our Professional Advisor Services are built to provide trusted, objective, and actionable insights that empower you and your client. When you partner with Exit with Jake, you gain:
In-depth business valuation expertise
Market intelligence and buyer behavior trends
Support throughout mergers, acquisitions, and exit strategies
A collaborative approach that protects your client relationships
We work seamlessly with CPAs, legal advisors, wealth planners, and M&A consultants to ensure your clients receive well-rounded, high-level guidance every step of the way.
A professional business valuation gives you a clear, unbiased understanding of your company’s worth. It’s essential when preparing to sell, bringing on investors, planning for retirement, or even just understanding your financial position. A DIY estimate can miss key factors that influence value, potentially costing you time and money.
The timeframe varies based on the size and complexity of your business, but most valuations are completed within 2 to 4 weeks. We ensure a thorough, accurate assessment while respecting your timeline and goals.
We typically request financial statements for the past 3–5 years, tax returns, details about assets and liabilities, ownership structure, and any additional documents that help us understand your operations and value drivers. Don’t worry—we’ll guide you through every step of the data collection process.
Absolutely. Your privacy is our top priority. All information you provide is kept strictly confidential and is used solely for the purpose of evaluating your business. We operate with complete professionalism and discretion throughout the process.
Any questions? Please contact us at 480 999 3339
Contact Us for a Free, Confidential Consultation
- Experienced M&A Advisors available
Contact Exit With Jake
If you are considering selling your business, please contact us to learn more about our comprehensive service spectrum. Our experienced professionals will answer all your questions about selling a privately held business in complete confidentiality. Please fill out our contact form, or call us at 480 999 3339. We will contact you directly and will never identify ourselves to your employees.