You've spent years building your business. The exit should be done right.

Selling your business is likely one of the largest financial decisions you'll ever make. We represent owners of small and midsize businesses through the entire sale, from first valuation to final close. A fair price, on your terms, with none of the guesswork.We guide owners of small and midsize businesses through the entire sale process.

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Sound familiar?

You've been thinking about this for a while.

Most owners don't wake up one day and decide to sell. The thought builds over time. If this sounds familiar, it is worth a confidential conversation.

You're approaching retirement

After decades running the business, you want to step away on your terms with full value for what you built.

You're burned out

The business still performs, but you don't have another five years in you. Waiting too long can cost you the value you built.

Someone made you an offer

An unsolicited offer is on the table, and you need an honest read on whether the price reflects what you've built.

You want to know what it's worth

You're not selling tomorrow, but you want a credible valuation and a clear picture of what selling actually involves.

You're worried about your people

Your team and your customers helped build this with you. You want a buyer who will protect what you pass on.

You don't know where to start

You've never sold a business before, and you want someone in your corner who has done it many times.

How it works

From first conversation to closed deal.

We keep you informed and in control at every stage. No jargon. No surprises.

01

We have a conversation

You tell us about your business, your goals, and your timeline. We tell you honestly whether working together makes sense.

02

We determine what your business is worth

We analyze your financials and benchmark against current market data to give you a clear, defensible valuation.

03

We prepare your business for market

We build institutional quality deal materials, including a professional CIM, that present your business at its best to serious buyers.

04

We find and screen qualified buyers

We run targeted outreach across major listing platforms, our private buyer network, and direct buyers. Every prospect is vetted and under NDA before they learn who you are.

05

We negotiate and close the deal

We handle price, deal structure, due diligence, and coordination through closing until the paperwork is signed and the funds are in your account.

Free valuation

Curious what your business might be worth?

Get a preliminary estimate based on your industry, revenue, and earnings. It takes about two minutes. If you want a deeper analysis, we'll walk you through it personally.

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Five quick inputs.

Industry · Revenue · EBITDA · Owner dependency · Recurring revenue. Your range updates as you type.

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Why us

We built this firm because we saw the problem from the other side.

The idea for SMB Exit Partners began during a search to buy a small business. The same problem kept appearing: strong companies were being sold through a process that did not match the quality of the business.

The preparation was often thin. Deal materials were incomplete. Financials were not always presented clearly. Brokers listed the business on a marketplace and waited. Good businesses were not being represented the way they should be, which meant owners risked leaving value behind and serious buyers walked away.

We built the firm we wished existed on the other side of those conversations: honest valuation, better preparation, targeted outreach to qualified buyers, and the hands on attention that a decision this important deserves.

Industries we work with

We help owners across a wide range of industries.

If your business does $1M to $20M in annual revenue and you've built something with real customers and real cash flow, we should talk. Regardless of the industry.

How we compare

Three ways to sell your business.

Most owners compare three paths: go it alone, hire a traditional broker, or run a full sell-side process with us.

Sell it yourself

No partner, no guidance
  • Hard to know what's fair
  • Limited reach to qualified buyers
  • Negotiating alone against professionals
  • No fee, but often leaves money on the table

SMB Exit Partners

Full-service, partner-led
  • Defensible valuation you can stand behind
  • Full outreach. Listings, direct, networks
  • We negotiate on your behalf
  • We manage the entire process to close
  • Fee tied to results. We succeed when you do

Traditional broker

List it and wait
  • Valuation quality varies
  • Usually marketplace listings only
  • Minimal negotiation involvement
  • Often steps back after a buyer is found
Meet the partners

You work with us directly. Start to close.

When you hire SMB Exit Partners, you work with the two people whose names are on the door. Not a junior associate. Not a call center. Us.

A
Managing Partner

Ally Jo

Managing Partner
  • Experience: Previously VP at Cascadia Capital, with earlier roles at Bank of America, Avid Capital, and Sugal Capital.
  • Education: NYU Stern School of Business
S
Managing Partner

Sam Rubenstein

Managing Partner
  • Experience: Previously an Associate at Stark Enterprises (Family Office), with earlier roles at R/GA Ventures and in business development.
  • Education: NYU Stern School of Business; NYU Schack Institute of Real Estate
Frequently asked questions

Direct answers before a first call.

A modest engagement fee when we start, and a success fee when your deal closes — most of what we earn, we earn only when you get paid. If you just want professional deal materials, we prepare a CIM for a flat fee. Exact numbers in writing on our first call.
Most transactions take 6 to 12 months from the time we go to market. Preparation usually takes 2 to 4 weeks before that. We'll give you a realistic timeline based on your specific situation in our first conversation.
Most healthy small businesses sell for a multiple of EBITDA or SDE, with the range driven by industry, size, growth, owner dependency, recurring revenue, customer concentration, and buyer demand. Our free valuation estimate gives you a directional range, then we refine it with your financials and market comps.
Typical buyers include individual owner-operators, search funds, family offices, strategic acquirers, and private equity groups. The right buyer depends on your size, industry, management team, growth profile, and what you want protected after close.
A CIM, or Confidential Information Memorandum, is the buyer-facing document that explains your business, financials, operations, customers, growth opportunities, and reason for selling. It helps serious buyers understand the opportunity before they submit an offer.
We focus on businesses doing between $1 million and $20 million in annual revenue. This is the range where owners benefit most from professional guidance but are often underserved by the large M&A firms.
Not unless you decide to tell them. Confidentiality is foundational to how we operate. Buyers sign an NDA before receiving any identifying information. We control exactly what is shared, with whom, and when.
That's completely fine, and more common than you'd think. Many of our best conversations happen a year or two before an owner is ready. We can help you understand your valuation, identify what would increase it, and build a plan so you're in the strongest position when the time is right.
Most brokers list your business on a marketplace and wait for inbound interest. We do that too, and we also run targeted outreach to qualified buyers, prepare institutional-quality deal materials, and stay involved through negotiation and close. We came from the buy side, so we know what serious buyers expect and what makes them pay more.
Get started

The first step is a conversation.

It's free, it's confidential, and there's no pressure. Tell us about your business and what you're thinking. If we're the right fit, we'll explain exactly how we'd help. If we're not, we'll tell you that too.

Or call us directly: (914) 200-3388
Confidential No obligation Response within 24 hours

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We'll never share your information. We respond within one business day — usually faster.

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