Your Exit Planning Work Deserves a Broker Who Executes
You build the roadmap. We drive the car. FCBB Pittsburgh specializes in the lower middle market where your planning clients live — in close coordination with the work you've already done.
The Gap Between Exit Planning and Execution
Exit planning and business brokerage are complementary — but they must work in close coordination. Many owners complete years of exit planning only to have the sale handled by a generalist broker who undervalues the business or mismanages the process. FCBB Pittsburgh specializes in the lower middle market where your planning clients live.
What You Do (Exit Planning)
- Business value enhancement planning
- Owner's personal financial readiness assessment
- Succession and transition strategy
- Tax minimization strategies pre-sale
- Goal-setting: price, timeline, deal structure preferences
- Assembling the advisory team
What We Do (M&A Execution)
- Business valuation aligned with your analysis
- Confidential Information Memorandum (CIM) preparation
- Qualified buyer marketing — strategic and financial
- NDA management, buyer screening, management meetings
- LOI negotiation and due diligence management
- Closing coordination with your advisory team
You've worked with a business owner for 18 months on exit planning — business value increased, personal finances structured, owner ready. You say: "Now it's time to bring in FCBB Pittsburgh. They specialize in this deal size and will handle the sale while we focus on your personal financial transition." FCBB manages the sale. You manage the outcome.
Why FCBB Pittsburgh Is Your Execution Partner
We respect your work — We align our valuation and CIM to the value enhancement work you've done. We don't start over.
We operate in your deal tier — the lower middle market is our focus. Not too big, not too small.
We're credentialed — IBBA members, 2023 Top Team Deal Maker Award. Your clients will trust us.
We keep you in the loop — Monthly deal updates to you as referring partner. No surprises, no client poaching.
Co-marketing opportunities — We'll co-host client seminars, co-brand educational content, and refer new planning engagements to you.
"The best exits happen when the planner and the broker are working together, not in silos. FCBB Pittsburgh bridges that gap better than any firm we've worked with in Western PA."— Exit Planner, Pittsburgh area
