Business Broker vs. M&A Advisor vs. Exit Planning Partner: Which Do You Need?

Not all business advisors are the same. Understanding the differences can save you time, money, and frustration.

Business Broker:
Primarily focused on finding a buyer and facilitating a transaction—best for smaller businesses with straightforward sales.

M&A Advisor:
Works on larger, more complex deals, often representing the seller or buyer to maximize value in mergers or acquisitions.

Exit Planning Partner:
Looks beyond the sale itself to align personal, financial, and business goals—covering valuation, succession, tax strategy, and legacy.

Key Takeaway:
If you want more than just a sale—if you want an exit that serves every part of your life—you need a partner, not just a transaction facilitator. At Dietz NextStage, we combine transaction expertise with holistic planning so your exit works for you, your family, and your future.