M&A Advisory · Business Brokerage
Your Business. Your Legacy.
The Right Buyer.
Strategic M&A advisory backed by financial expertise to help business owners navigate the sale of their business with confidence — and in confidence.
CPA-level financial expertise combined with M&A advisory experience.
The Proxima Advantage
Financial expertise that gives you an advantage
Selling a business requires more than finding a buyer. The financial side of the business — how it performs, how it is documented, and how it is presented — shapes the entire conversation. Proxima is led by an advisor with a CPA background, so you are not simply working with a generic business broker; you are working with an advisor who understands the numbers behind the business.
Financial Insight
Understand the numbers behind the business, not just the asking price.
Transaction Preparation
Prepare financial information and business details for the sale process.
M&A Guidance
Receive professional guidance throughout the business-sale process.
Strategic Perspective
Look beyond the surface to understand what actually drives business value.
The Proxima Advantage
Financial expertise that gives you an advantage
Selling a business requires more than finding a buyer. The financial side of the business — how it performs, how it is documented, and how it is presented — shapes the entire conversation. Proxima is led by an advisor with a CPA background, so you are not simply working with a generic business broker; you are working with an advisor who understands the numbers behind the business.
Financial Insight
Understand the numbers behind the business, not just the asking price.
Transaction Preparation
Prepare financial information and business details for the sale process.
M&A Guidance
Receive professional guidance throughout the business-sale process.
Strategic Perspective
Look beyond the surface to understand what actually drives business value.
How Proxima Helps
A disciplined process, from first conversation to closing table
Every engagement follows a clear, methodical path designed to protect confidentiality and prepare the business properly for the market.
01
Transaction Preparation
Prepare financial information and business details for the sale process.
02
M&A Guidance
Receive professional guidance throughout the business-sale process.
03
Strategic Perspective
Look beyond the surface to understand what actually drives business value.
04
Buyer Identification
Identify and connect with appropriate potential buyers.
05
Negotiation & Transaction Support
Help guide the parties through the transaction process.
Every step is advisory in nature — we assist, guide, and advise throughout the process.
View the full process
How Proxima Helps
A disciplined process, from first conversation to closing table
Every engagement follows a clear, methodical path designed to protect confidentiality and prepare the business properly for the market.
01
Transaction Preparation
Prepare financial information and business details for the sale process.
02
M&A Guidance
Receive professional guidance throughout the business-sale process.
03
Strategic Perspective
Look beyond the surface to understand what actually drives business value.
04
Buyer Identification
Identify and connect with appropriate potential buyers.
05
Negotiation & Transaction Support
Help guide the parties through the transaction process.
Every step is advisory in nature — we assist, guide, and advise throughout the process.
View the full process
How Proxima Helps
A disciplined process, from first conversation to closing table
Every engagement follows a clear, methodical path designed to protect confidentiality and prepare the business properly for the market.
01
Transaction Preparation
Prepare financial information and business details for the sale process.
02
M&A Guidance
Receive professional guidance throughout the business-sale process.
03
Strategic Perspective
Look beyond the surface to understand what actually drives business value.
04
Buyer Identification
Identify and connect with appropriate potential buyers.
05
Negotiation & Transaction Support
Help guide the parties through the transaction process.
Every step is advisory in nature — we assist, guide, and advise throughout the process.
View the full process
services
Advisory built around the sale of your business
Business Sales
Helping business owners navigate the process of selling their company, from preparation through transition.
M&A Advisory
Strategic guidance throughout an acquisition or sale process, with senior involvement at every stage.
Buyer Connections
dentifying and connecting owners with appropriate potential buyers for their business.
Your business information deserves to stay confidential
Exploring a sale does not mean announcing one. Conversations with Proxima begin confidentially, and sensitive financial and operational information is handled with discretion at every stage.
M&A advisory and business brokerage for owners preparing to sell, guided by CPA-level financial expertise.
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