Selecting Your Advisor

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Choose the Right Partner for One of the Most Important Decisions of Your Life

At Exit with Jake, we believe that choosing the right advisor can make all the difference when it comes to planning and executing a successful business exit. Whether you’re preparing to sell now or simply thinking ahead, the advisor you choose will shape the outcome of your future—financially, emotionally, and strategically.

This isn’t just about selling a business. It’s about protecting what you’ve built and making sure the next step is the right one. That’s why we focus on building trusted, long-term relationships—not just closing deals.

What Makes a Great Business Advisor?

Not all advisors are created equal. Your advisor should be more than just a broker or consultant—they should be a strategic partner, confidant, and negotiation expert with real-world experience. Here’s what we believe sets a great advisor apart:

Unbiased guidance that puts your interests first
Deep understanding of the exit process, from valuation to closing
A track record of successful outcomes in your industry
Strong communication skills and a collaborative mindset
Commitment to confidentiality and integrity

At Exit with Jake, we take pride in embodying all of these qualities—because we know how much trust it takes to hand over your life’s work to someone else.

Why Choose Exit with Jake as Your Advisor?

Personalized Attention – You’re never just a number. We take time to understand your goals, challenges, and vision for the future.
Transparent Process – From day one, we’ll walk you through every step so you always know what to expect.
Valuation-Driven Decisions – We combine financial analysis with market knowledge to position your business effectively.
Exit Strategy Expertise – We specialize in preparing owners for transitions—not just transactions.
Buyer Network Access – Our trusted network of qualified buyers and investors helps ensure your business gets the attention it deserves.

Your Goals. Our Mission.

Selecting the right advisor is about more than qualifications—it’s about chemistry, trust, and shared values. At Exit with Jake, we’re committed to being a reliable partner throughout your journey—whether you’re ready to sell now or want to lay the groundwork for the future.

We don’t believe in pressure. We believe in preparation. Let’s build a strategy that reflects the value of your business—and the legacy you’ve created.

1. Why do I need a professional business valuation?

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.

2. How long does the business valuation process take?

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.

3. What information do you need to begin a valuation?

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.

4. Is my business valuation confidential?

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

Client Testimonials

“Incredible business resource. Extremely qualified personnel. Very courteous and professional. A must for anyone looking to sell their business.”

“I acquired a business represented by Gary Herviou and the ANA team. Having engaged with dozens of sell-side brokers, I was very impressed by Gary's level of organization and the preparation work he took on with the Seller. It made the transaction process very smooth and we were able to close 2 weeks earlier than the date in the LOI which almost never happens! I look forward to another transaction with Gary and the ANA team.”

“Good afternoon Chris, I wanted to reach out and thank you for the comprehensive valuation report which you produced for our firm recently. I am impressed with the amount of thought and detail that is included in the report. ”

“Gary, We did it. You had the confidence and determination to get the sale of my company done - So glad I called you. I found that using you as my broker was so much more beneficial than trying to do this alone. You helped guide me every step of the way. We really should use this as an example of how you can change lives!! I am on my way to a retirement after 40 plus years running a business that you helped find a great new owner!! Thanks again for everything.”

Contact Us for a Free, Confidential Consultation

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.