Westchester Business Broker & Sell-Side M&A
SMB Exit Partners helps founder and family-owned business owners prepare for and sell their companies.
For Westchester business owners, we combine local familiarity with nationwide buyer outreach. We help you understand what your business may be worth, prepare for a sale, confidentially approach qualified buyers, negotiate offers, manage diligence, and move toward closing.
For many owners, selling a business is the largest financial transaction they will ever complete.
It can also be difficult to know where to start.
SMB Exit Partners helps owners work through those questions and run a structured sale process from the initial valuation through closing.
You do not need to have decided to sell before speaking with us. Many of the best conversations happen well before an owner is ready to go to market.
Request a Confidential CallWestchester has a substantial privately owned business community.
31,000+
Source: U.S. Census Bureau QuickFacts, Westchester County, New York.
But the best buyer for a Westchester business may not be located in Westchester.
Depending on the company, potential buyers may include:
Our goal is to understand which buyers are most likely to value your business and approach them directly and confidentially.
That gives Westchester owners local accessibility without unnecessarily limiting the buyer universe.
Westchester, NY
SMB Exit Partners works with business owners throughout the United States, but Westchester has a personal connection to the firm.
Managing Partner Sam Rubenstein is from Westchester and understands the local business community and the importance many owners place on reputation, employees, customers, and what happens to the company after a sale.
That local connection does not mean limiting the process to local buyers.
Our approach combines an understanding of the business and the owner's priorities with targeted outreach to qualified buyers wherever they may be located.
Our primary focus is founder and family-owned businesses with approximately $1 million to $20 million in annual revenue.
We work across a range of industries, with a particular focus on established service, B2B, industrial, technical, and recurring-revenue businesses. Owners of service companies may find our guide on how to sell a service business useful.
Every company is different. Revenue alone does not determine whether a business is a good fit.
Request a Confidential CallWe are particularly interested in established companies with characteristics buyers tend to value:
For the full picture, see our overview of how we help owners sell a business.
We review financial performance, margins, customer concentration, recurring revenue, owner involvement, management, growth, industry dynamics, and the quality of the company's earnings.
The objective is to establish a reasonable valuation range before deciding whether to go to market.
We organize the information buyers are likely to request, identify questions that may arise during diligence, and determine how the company should be presented.
We identify the types of buyers most likely to value the business and build a targeted outreach list.
The goal is not simply to find one interested buyer. It is to create the strongest reasonable buyer universe for the company.
We approach buyers selectively, screen interest, and control when sensitive company information is shared.
Purchase price matters, but so do financing, working capital, seller financing, earnouts, transition requirements, contingencies, and the buyer's ability to close.
We help owners compare offers and negotiate the terms that matter.
Signing an LOI is an important milestone, but it is not the end of the transaction.
We remain involved through financial, legal, operational, and other diligence and work to keep the transaction moving toward closing.
There is no single multiple that accurately values every privately held business.
Two companies with the same revenue can have very different values.
For many smaller owner-operated businesses, buyers focus on Seller's Discretionary Earnings, or SDE.
Larger businesses with established management teams are more commonly evaluated based on EBITDA.
The appropriate multiple depends on the size, industry, quality, growth profile, and risk of the business.
Generic online multiples should usually be treated as a starting point rather than an expected sale price. Read more in How Much Is My Business Worth? or try our directional business valuation estimator.
Buyers may consider:
The first step is understanding the business and what matters to you as an owner.
Discuss Your Business Confidentially"I don't want my employees, customers, or competitors to know I am considering a sale."
That concern makes sense.
A confidential process controls what information is shared and when.
Potential buyers can first receive limited information about the opportunity. More sensitive financial, customer, and operating information can be shared later with qualified parties and appropriate confidentiality protections.
No sale process can eliminate every risk of disclosure, but confidentiality should be built into the process from the beginning.
If you are hiring someone to represent the business you spent years building, you should know who will actually handle the transaction.
SMB Exit Partners is 100% Partner-Led.
Senior involvement does not end after the engagement is signed.
We remain directly involved in valuation, preparation, buyer outreach, negotiations, diligence, and the decisions that come up throughout the sale.
Business broker and sell-side M&A fees vary based on company size, transaction value, scope of work, and deal structure.
Some firms charge only a success fee. Others use an engagement fee in addition to compensation at closing.
SMB Exit Partners publishes its sell-side fee structure so owners can understand the economics before deciding whether to move forward. Our business broker fee guide explains how broker and M&A advisor fees typically work.
Before hiring a business broker or M&A firm, ask:
The answers should be clear before you sign an engagement.
Selling a privately owned business often involves sensitive financial information, employees, customers, family considerations, and personal goals.
Trust matters.
For a deeper checklist, read how to choose a business broker to sell your business.
SMB Exit Partners works with business owners throughout Westchester County, including companies in and around:
White Plains, Yonkers, New Rochelle, Mount Vernon, Scarsdale, Rye, Harrison, Mamaroneck, Port Chester, Tarrytown, Elmsford, Mount Kisco, Bedford, and surrounding communities.
We also represent businesses elsewhere in New York and throughout the United States.
Westchester is a local focus, not a geographic limitation.
A sale generally starts with understanding what the business may be worth and whether it is ready for market. From there, the process includes preparing information for buyers, identifying potential acquirers, conducting confidential outreach, evaluating and negotiating offers, completing diligence, and closing the transaction.
Not necessarily. Local familiarity can be helpful, but the more important questions are whether the firm understands businesses like yours, can reach appropriate buyers, protects confidentiality, handles negotiations effectively, and stays involved through diligence and closing.
SMB Exit Partners works nationwide, and Managing Partner Sam Rubenstein is from Westchester.
Business value depends on earnings and the quality and risk of those earnings. Growth, margins, recurring revenue, customer concentration, management depth, owner dependence, industry conditions, and other factors can materially affect value.
Fees vary by firm, company size, transaction value, and scope of work. Compensation may include an engagement fee, success fee, or a combination of the two.
There is no fixed timeline. Preparation, buyer demand, financing, diligence, and transaction complexity can all affect timing.
Beginning the process before you are under pressure to sell generally provides more flexibility.
Yes. A process can be structured to limit unnecessary disclosure through targeted outreach, buyer screening, confidentiality agreements, and staged sharing of information.
No. Depending on the business, qualified buyers may be located anywhere in the United States.
Our primary sell-side focus is founder and family-owned businesses with approximately $1 million to $20 million in annual revenue.
The first conversation is an opportunity to learn about your business, why you are considering a sale, your timing, and what matters to you.
You do not need to have decided to sell.
You do not need to be ready to sell today to start preparing.
If you own a business in Westchester County and are considering a sale now or over the next several years, we would be happy to learn about the company and discuss your goals, timing, and potential next steps.
Confidential. No obligation. Partner-led.
Prefer to talk now? Call (914) 200-3388
Your message has been received. Sam will follow up directly, usually within one business day.