About

An advisor who understands the numbers behind the business

Proxima M&A Advisors works with business owners who are considering the sale of their company. The firm's role is to bring structure, discretion, and financial rigor to a decision that most owners make only once.

Selling a business is rarely a single transaction — it is the culmination of years of work. Owners deserve an advisor who can interpret the financial story of the business, prepare it properly, and guide the conversation with qualified buyers.

Proxima is led by an advisor with a CPA background. That accounting expertise informs every phase of an engagement: reviewing financial performance, organizing documentation, identifying what drives value, and anticipating the questions buyers and their advisors will ask.

The result is a process that feels considered rather than transactional. Owners are advised, not sold to; information is handled confidentially; and every step is designed to help the owner make a well-informed decision.

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What sets Proxima apart

CPA-level financial expertise

A working command of financial statements, profitability, and the documentation buyers expect.

M&A advisory experience

Guidance through preparation, buyer identification, negotiation, and transaction support

Confidentiality by default

Sensitive information is protected through NDAs and controlled disclosure.

Senior-level attention

Owners work directly with their advisor throughout the engagement.

Licensed & Qualified

Florida CPA License: AC#43215

Florida Broker License: BK3558704

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.