When your company has outgrown the typical Main Street buyer, the sale calls for a different playbook: private equity groups, strategic acquirers and family offices; structured deals; and a disciplined, competitive process. John Diaz and the KW Reserve Business Brokerage team bring that process to lower middle-market Florida companies — with strict confidentiality from the first call to the closing table.

If several of these describe your business, an M&A process will likely bring more buyers, better structure and a stronger outcome than a standard business sale:

✓Annual earnings (SDE or EBITDA) of roughly $1 million or more

✓Too large for most individual buyers to finance with a conventional or SBA loan

✓Operating in an industry that is consolidating or attracting private equity

✓Consistent growth, recurring revenue or long-term customer contracts

✓A management team that can run the business without you every day

✓You want options — a full exit, a majority sale while keeping equity, or a growth partner

Not sure? A business valuation is the best place to start.

Strategic acquirers — competitors, suppliers and companies expanding into Florida that can pay for synergies.

Private equity groups — buying “platform” companies to grow, or “add-ons” to join a business they already own.

Family offices & independent sponsors — patient capital, often with flexible structures and longer hold periods.

Search funds & qualified individuals — experienced operators with investor backing looking for one great company.

One advisor manages the entire process so you can keep running the company — and keep its value intact — while the sale moves forward.

Clarify your goals for price, timing, your role after the sale, your employees and your legacy, then choose the right exit path.

Normalize earnings with documented add-backs so buyers see true SDE or EBITDA — and get ahead of the buyer’s quality-of-earnings review.

A professional CIM tells your company’s story, released only to qualified buyers after they sign a non-disclosure agreement.

Confidential outreach to strategic, private equity and family office buyers, plus BBF MLS and Keller Williams network exposure — creating competition for your company.

Compare letters of intent on more than price: cash at close, earn-outs, seller notes, rollover equity, working capital and your post-closing role.

Organize the data room and coordinate your CPA, attorney and the buyer’s team through diligence, the purchase agreement and closing.

A structured process keeps buyers competing and keeps you in control.

Full sale, majority recapitalization, partner buyout or growth capital — we define what success looks like for you.

Financials, contracts, customer concentration, management depth and legal housekeeping — fixed before buyers find them.

A market-based valuation range using comparable transactions and your recast earnings, so you know where offers should land.

A blind teaser and a detailed CIM that present your company’s strengths, growth story and opportunities for a new owner.

A targeted list of strategic and financial buyers is contacted confidentially; NDAs are signed before any details are shared.

Qualified buyers meet you, ask questions and tour the operation — scheduled to protect confidentiality with your team.

We solicit and compare LOIs side by side — price, structure, terms, certainty of closing and fit — and help you choose.

We negotiate the final deal points that drive your net proceeds and your obligations after the sale.

We manage the data room, deadlines and document requests while your CPA and attorney handle financial, tax and legal review.

Purchase agreement signed, funds wired and a transition plan in place for your employees, customers and vendors.

M&A outcomes are won on preparation, competition and negotiation. John pairs 20+ years of South Florida deal-making with Keller Williams resources and a management background as a former Ford Motor Credit branch and regional manager — so he understands lenders, operations and what buyers look for in a well-run company.

Two decades of helping South Florida owners and buyers negotiate, structure and close transactions.

KW Reserve Business Brokerage, part of Keller Williams, with offices in West Palm Beach, Boca Raton, Palm Beach Gardens and Coral Gables.

Listings syndicated through the BBF MLS so qualified buyers across the state can find them — confidentially.

Fully bilingual service for owners, buyers and international investors. Se habla español.

Keep reading: Business Valuation Reports · Preparing Your Business for Sale · Where Business Buyers Come From