A.J. Arenburg Financial Services are best utilized by founder-led businesses, family offices, and private equity sponsors in the lower-middle market (typically $10M+ revenue) seeking decisive outcomes. We provide sell-side and buy-side M&A advisory, private debt & equity capital solutions, and transaction-level quality of earnings and diligence support—engaging before LOI to shape the narrative, during diligence to remove friction, and through closing to protect value. Headquartered in St. Petersburg, Florida, we serve clients nationwide and select cross-border situations where certainty, speed, and alignment matter most.
Our Key Services
M&A Advisory
Sell-side and buy-side support: valuation, buyer matching, deal structuring, and due diligence coordination.
Corporate Finance
Interim CFO & fractional services, capital-structure optimization, cash management, and performance improvement.
Exit Planning
Succession strategy, QoE analysis, transaction readiness, and execution roadmaps to maximize value.
Capital Raising
Debt & equity placement with family offices, private-equity, and credit partners for growth or liquidity needs.
Common Questions from Business Owners
How do I determine the value of my business?
We employ DCF modeling—projecting and discounting future cash flows—alongside market multiples from comparable transactions to deliver both intrinsic and relative valuation insights.
What is the timeline for an exit?
Typical exits run 6–12 months: 2–4 months prep, 2–3 months marketing, 1–2 months due diligence, and 1–3 months closing.
How do I prepare financials?
Provide reviewed statements, normalize owner expenses, and document recurring revenue/expenses to ensure transparency and build buyer trust.
What are the tax considerations?
Structure matters—asset vs. equity sale impacts tax. We collaborate with your tax advisors to model net proceeds and optimize strategies.
How are buyers screened?
We vet family offices, PE firms, and strategics for financial capacity, cultural fit, and readiness before introductions.
Can I stay involved post-sale?
Yes—through earn-outs, consulting agreements, or transition roles tailored to your desired level of involvement.
Ready to Elevate Your Business?
Partner with A.J. Arenburg Financial for bespoke advisory and capital solutions. Let’s discuss your goals and craft a strategy that delivers lasting value.