What is the Next Step for your Business?

What is the next step for your business?
Are you ready to cash out on your life’s work and sell your business for top dollar?
Perhaps you’re looking to grow via acquisition?
Either way, working with a highly experienced team of professionals is the key to
moving forward confidently!

I market and sell businesses. And a whole lot more.

Business Brokerage

On the Business Brokerage side, you will receive confidential, white glove service throughout your transaction, whether you are selling your business or buying another.

Mergers & Acquisitions

In the Mergers & Acquisitions arena, we focus on companies with revenues from $10 million and up, and with earnings of $1,000,000 and above.

A Business Broker you can trust.

With the Experience, Education, and Track Record to Prove it!

impact

I WANT A RELATIONSHIP WITH YOU!

The first step is I prepare a complimentary, no-obligation business valuation as a basis to start a discussion and a relationship. The Valuation will be prepared using the latest techniques and information databases. This is following the Uniform Standards of Appraisal Practice (USPAP)

Dale Shepherd

Master Certified Business Intermediary

My experience as a business broker, M&A Advisor, and corporate executive over thirty plus years gives me the solid insight you need to get you the most out of a transaction. It is an honor to put my years of experience at your disposal. Whether you’re ready:

1. To sell a business,
2. To buy a business
3. Plan for the future sale of your business

You will get the most out of the experience by working with a Seasoned Professional.
Thank You!

Certification

One of less than 500 people worldwide who is certified by the International Business Brokers Association as a Master Certified Business Intermediary. Dale is also a Certified Franchise Broker and Certified Franchise Consultant.

Experience & Dedication

I’m Dale Shepherd, the Managing Director at Capital Business Solution, and one of only a few individuals in the world who is both a Certified Business Intermediary, a Certified Franchise Broker, and a Master CBI. We help business owners maximize their sale price when they’re ready to sell their business and we can achieve your goals through our experience and skills in:

We have been helping business owners for over 20 years.
Beyond having closed purchase and sale transactions in excess of $3 Billion, we have a team for each transaction
We are a boutique firm focused on marketing and selling businesses.
We have thousands of direct connections with private equity and family fund groups.
We operate across the USA, Europe, The Caribbean and Brazil
No Upfront Costs
100% Confidential
You have broad exposure to any listing on 40 plus marketing websites All details are reviewed by a team to ensure all data is as accurate as practicable. Quality Data = Quality Price

What clients say

Testimonials

While the service speaks for itself, this is where I’ll let my friends do the talking.

"[Dale's] vast knowledge as a business broker and of commercial real estate proved to be invaluable especially in recommending other professionals needed for the transaction...lawyers, accountants and even navigating an SBA loan."

Ty Hughes

" Dale took us 'under his wing' and guided us through the process of selling our business. He was professional and knowledgeable on valuating our business. He was fair and treated both us (seller) and the buyer equally. He coached us to prepare for the final closing which was successful. His knowledge and effort was invaluable."

George & Merrie Lee Reese

"I have worked with Dale on numerous occasions over the past few years, he is great! Trustworthy, smart and knowledgeable are only a few ways to describe him. If you are looking for a business broker that really understands valuations and how to structure a deal give him a call, he will always work hard for you!"

Mike Gioffre

Finding Dale Shepherd was a stroke of good fortune. In him, I found an honest, loyal, and dedicated professional who took time to get to know me and learn about my unique business. In a matter of weeks, he brought several great offers to the table and supported me through every phase of selling my business within three months. His integrity is inspiring. I can say that working with Dale has been a pleasure from a business and personal standpoint and I count him as a friend and mentor.

David Sissom

Have a Question?

FAQ

Selling or Buying a business can be daunting.
I am here to help you every step of the way.
Let’s Talk! Scroll down and connect with me directly.

Why partner with a broker?

Choosing to work with the right partner can make or break a successful transaction. When you work with Dale, you’re promised professional and ethical operations, proven techniques to maintain confidentiality, proper business valuation practices, the largest pool of qualified buyers, and more.

What do you need to sell a business?

Quality financial statements
Written operating and training procedures
Formalized vendor/customer relationships
Value-added staff positions
Excellent facility, website, appearances
One and Five-year plans, minimally cover how to grow, future capital and personnel needs and a look at the competitive marketplace

And I’ll help you every step of the way.

Why do you need to always be prepared?

No one knows what the future brings. Many circumstances catch a business by surprise such as:

Health issues
Death
Divorce
Partnership issues
Burn-out
Business grows too fast/big
No successors
Un-planned retirement
Many more

How is your business valued?

There are numerous valuation methodologies and many factors that must be considered. We use a proprietary, multiple methodology valuation system. The results are compared with industry standards, comparable businesses that have been sold and confidential data bases. Many people have theories about what a business is worth, with Dale, you get the facts!

How do you handle succession planning?

Many business owners are so occupied with the operation and marketing of their business that preparing their business for an ultimate sale is neglected. It is always good to have a Succession Plan in place.

A good plan discusses:

Is the management team in place with skilled and loyal workforce?
Sales growth trends and strength of sales backlog.
Company culture and customer loyalty.
Balanced customer mix.
Strength of the market position.
Barriers to market entry.
Strong branding in product and services offerings.
Up-to-date technology with modern work-flow systems and processes.
Solid vendor relationships.
And more…

Get In Touch

I am here to help you sell you business, buy a business, and all forms of preparing for both.

General Inquiries

South Florida

954-789-4441

[email protected]

What is the Next Step for your Business?