Your Client's Business Is Their Largest Asset. Let's Plan the Exit.
For many business owners, their company is 60–80% of total net worth. When they sell, those proceeds need a home — help your client exit well and earn that allocation.
The Business Exit Is Your AUM Opportunity
For many business owners, their company represents 60–80% of total net worth. When they sell, proceeds — often $1.5M–$6M — need to go somewhere. That somewhere is your managed portfolio. The advisor who helps their client exit well is the advisor who earns that allocation.
How We Add Value to Your Client Relationship
- Confidential valuation — helps you complete the client's full net worth picture
- We help clients understand their "walk-away number" so you can model post-exit income
- We manage the sale, allowing the owner to stay focused on running the business
- We coordinate with you on timing — tax year, estate planning, and liquidity planning
- We close — your client receives proceeds ready for your management
The Numbers — Why This Matters
- $700K SDE business → $2.1M–$2.5M sale at 3.0–3.5x multiple
- $1.5M EBITDA business → $5M–$7M sale at 3.5–4.5x multiple
- Seller typically receives 70–80% at close (remainder in note or earnout)
- After-tax proceeds invested with you for the next 20–30 years
- Only 129 of 1,704 U.S. deals in 2025 fell in the lower middle market — strong multiples for qualified sellers (BVR DealStats 2025)
You manage investments for a 60-year-old manufacturing owner. Their business generates $900K in SDE — representing $3M+ of their $4M total net worth. Their plan: "sell the business, retire in 3 years." Without a broker relationship, this plan has no execution arm. You introduce FCBB Pittsburgh → we handle the sale → proceeds fund the retirement plan you've built.
How We Work Together
You introduce FCBB to your client who is 1–5 years from exit — we provide a confidential valuation.
We share valuation results with you so you can update the client's financial plan with an accurate business asset value.
When ready, we manage the full sale process — you focus on the post-exit financial plan and allocation strategy.
Deal closes — you're the first call when proceeds hit the client's account. Referral arrangements available where permitted.
