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Is a Business Broker Qualified to Sell Your Company? 6 Questions to Ask First

June 23, 2025

If you’re a mid-sized business owner exploring options to sell your company, chances are Google’s almighty algorithm will force-feed you search results leading to “business brokers”. But is a business broker really the right partner to help you navigate a complex, multi-million-dollar transaction? Spoiler alert: probably not!

That’s not to disparage business brokers—they play a critical role in smaller business transactions. But once you cross into the mid-market—typically $5 Million to $150 Million in enterprise value—you invariably need the expertise of an M&A advisor (more on the differences between business brokers and M&A advisors here).

Still unsure whether you need a business broker or M&A advisor to sell your business? Here are 6 questions every business owner should ask during the exploratory stage…

1 | How Many Deals Have You Closed in My Revenue Range?

Many business brokers specialize in selling restaurants, retail shops, and local service businesses. If your company generates $5 Million-plus in annual revenue, you’re likely operating well outside their wheelhouse.

What To Look For: A proven track record in mid-sized M&A deals, not just small business listings.

2 | Do You Have Access to Strategic and Financial Buyers?

Business brokers often rely on local listings and small-scale networks. M&A advisors, on the other hand, have connections to private equity firms, strategic acquirers, and international buyers.

Why It Matters: The right buyer could pay a premium—but only if your advisor knows how to find and engage them.

3 | How Do You Value My Business?

Brokers often rely on rule-of-thumb multiples that oversimplify value. That might work for a coffee shop—but not for a complex business with recurring revenue, intellectual property, or niche market dominance.

What You Need: A rigorous business valuation approach that factors in growth potential, market conditions, and buyer synergies.

4 | What’s Your Process for Managing the Sale?

Many business brokers take a list-it-and-leave-it approach: they post your business on a marketplace and wait for inquiries.

What You Need: Confidential outreach, buyer qualification, structured negotiations, and deal management from letter of intent to close. In other words, you need the turnkey sales service that seasoned M&A advisors provide.

5 | Can You Help Structure the Deal to Maximize My Net Proceeds?

Tax optimization, earnouts, rollover equity, working capital adjustments—these are tools of the trade in mid-market M&A. Most business brokers simply don’t have the experience or expertise to structure deals this way.

Why It Matters: Getting a great headline price is one thing; keeping more of it after taxes and terms is a level of deal structuring expertise that expert M&A advisors are equipped to offer.

6 | Who Will Actually Handle My Sale?

Some business brokers outsource much of the work to junior associates or third parties. In contrast, a credible M&A firm will provide a dedicated team of analysts, dealmakers, and legal/tax experts every step of the way, from valuation to closing.

What To Ask: Will I have senior-level support throughout the entire process? If the answer is no, you may want to look for an expert who ensures high-level support throughout the sales process.

The Wrong Advisor Could Cost You the Deal

Choosing the right advisor to sell your business is one of the most important decisions you’ll ever make. While a business broker might be fine for selling a local retail shop, owners of mid-sized businesses with an annual turnover of $5 Million-plus typically need the strategic guidance, global reach, and deal expertise that only a professional M&A firm can provide.

So, before signing up with any business sales intermediary, be sure to ask the tough questions. Because your future—and the legacy of your business—deserve more than a one-size-fits-all approach.

Woodbridge offers businesses in the U.S. and Canada with an annual turnover of $5 Million a free business valuation. Book your obligation-free appointment with one of our M&A experts here.