Buying or selling

We help you navigate the waters.

Learn More

a business...

Buying or selling

We help you
navigate the waters.

Learn More

a business...

Buying or selling

We help you navigate the waters.

Learn More

a business...

Advising | Brokerage | Consulting

Ready to learn more...

Selling Your Business

With expert guidance and personalized support, we connect you with the right buyers and handle every detail, ensuring a smooth and rewarding sale.

Buying A Business

With a personalized approach, we match you with opportunities that align with your goals and provide expert guidance every step of the way.

Preparing

Even if you’re not ready to sell, our expert guidance helps you prepare your business to maximize its value.

With AZULSell Your Business

Choosing AZUL to sell your business ensures a seamless and profitable transaction. With our expertise in business brokerage, we offer a tailored approach to maximize your business’s value and attract qualified buyers. From comprehensive market analysis to strategic marketing campaigns, we employ proven methods to showcase your business’s strengths and negotiate favorable terms on your behalf.

Our commitment to transparency and confidentiality safeguards your interests throughout the entire process, providing peace of mind as you transition to the next chapter of your professional journey. Trust us to navigate the complexities of selling your business, delivering exceptional results with integrity and dedication.

AZUL A La Carte and Subscription Services

Annual Business Pricing Evaluation

At AZUL Business Advisory, we understand that knowing the value of your business is crucial for both short-term decision-making and long-term planning. Whether you’re preparing for a future sale or looking to optimize your business performance, our Annual Business Pricing Evaluation gives you the insights you need to succeed.

Initial Business Pricing Evaluation – $1,500

Your first step toward understanding your business’s value. Our comprehensive report includes:

Market Trends Analysis: We examine the latest industry and market trends, giving you a clear understanding of your position in the market.
Competitor Pricing Review: Know where you stand compared to your competition.
Profitability Assessment: Gain a deep understanding of your current profit margins and potential areas of improvement.
Cash Flow & Operations Recommendations: Receive actionable suggestions to improve cash flow and streamline operations.
Most Probable Selling Price (MPSP): We provide a calculated estimation of what your business could sell for based on current market conditions and financial performance.
Suggestions for Price Adjustments: Get insights on how to align your pricing strategy with market demands and profitability goals.
Growth & Exit Strategy Consulting: Receive expert advice on potential growth opportunities and exit strategies.

Annual Renewal – $500/year

After the initial evaluation, we continue to support you with regular updates and insights. The annual fee includes:

Semi-Annual Check-Ins: We touch base with you twice a year to ensure your business is on track, providing real-time market and business updates.
Business Valuation Updates: Receive ongoing updates to your business’s value to reflect the most recent market conditions and performance.
Ongoing Financial Performance Monitoring: We keep an eye on your financials and suggest adjustments where needed.
Annual Credit Toward Sale: When you’re ready to sell, the annual subscription fee for that year is credited toward your business sale fee. It’s our way of supporting you through the entire lifecycle.

Who This Is For

Our Business Pricing Evaluation is designed specifically for small to medium businesses—from main street businesses to those in the middle market. Whether you’re preparing for growth, considering an eventual sale, or simply want to optimize your operations, we tailor our services to your unique business needs.

 

Why Choose AZUL Business Advisory?

We combine in-depth market analysis with hands-on experience in business brokerage and commercial real estate. With semi-annual check-ins, you’ll have the assurance that your business valuation is current, and you’ll be equipped with strategies to enhance profitability and operational efficiency.

Other Services

Other Services We Offer:

In addition to business sales and our annual business pricing evaluation, we provide the following value-added services:

Growth Strategy Development: Tailored recommendations to help you expand your business and capture new market opportunities.
Exit Strategy Consulting: Guidance on preparing your business for a future sale, maximizing value, and ensuring a smooth transition.
Business Valuation for Financing: Need a valuation for loan purposes? We provide a valuation service geared toward securing financing or refinancing.
Quarterly Business Health Checks: For business owners who want more frequent insights, we offer quarterly check-ins to monitor financial health and performance.
M&A Advisory: For businesses considering a merger or acquisition, we offer strategic consulting to ensure you maximize your deal value.
Succession Planning: Ensure your business thrives after you move on. We help you plan for a seamless transition to the next generation or new ownership.

Our Team

Providing the best services for you.


Drew Whelchel

M&A Advisor, Principal

Rob Rodriguez

MBA, CCIM, M&A Advisor, Principal

Stephen Oliver

CPA, CVA, CFE, Business Valuation and Tax Advisor

Daniel Astleford

CPA, M&A Advisor

Paul Randles

Business Consultant, M&A Advisor

Paula Zevallos

M&A Advisor Associate, Business Development

Hyacinth Escares-Delina

Business Valuation Analyst & Administrative Support Specialist

Testimonials

Our Work

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Why It's Better With a Broker


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