Built for the Founder-Led and Family-Owned
You spent decades building a company that matters. Selling it is a turning point, not a transaction. MaximForte guides founders and family owners from first valuation to final close — and stays with you after, stewarding what the exit creates. You built the legacy. We protect the passage.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC.
Who We Serve
Most of our clients have never sold a company before — and will only ever sell this one. Our role is to make sure their first exit is handled like it's the only one that matters.
Companies where the founder is the strategy, the relationships, and often the balance sheet. We plan exits that protect value beyond the founder's tenure — and protect the founder through the process.
Multi-generational ownership brings questions a term sheet can't answer: legacy, employees, family governance, and what comes next. We advise on the transaction and the transition.
The buyer across the table has done this many times; most owners will do it once. We bring the process discipline, market knowledge, and negotiating experience that levels that table.
Sound Familiar?
Most privately held businesses are valued as a multiple of normalized earnings (typically EBITDA), adjusted for growth, customer concentration, owner-dependence, and recurring revenue. But the honest answer is that worth is discovered, not declared: the multiple a buyer will actually pay emerges from a competitive process. Be wary of inflated numbers offered to win your engagement — a defensible valuation is built from your financials and evidence of what comparable companies have commanded, and it should come with the reasoning attached.
A professionally run sale is confidential by design: buyers are approached selectively under non-disclosure agreements, the company is marketed without identifying details until interest is qualified, and employees typically learn of a transaction only when the owner chooses. Protecting confidentiality while you keep running the business is a core part of MaximForte's process.
Often, two more years changes the outcome meaningfully — most of what determines your final price (clean financials, reduced owner-dependence, a defensible growth story) takes time to build and cannot be fixed mid-process. The right first step is an honest reading of where you stand today; from there, the question becomes concrete rather than anxious. We wrote Issue No. 01 of The Owner's Brief on exactly this.
You can't — not from a single offer. An unsolicited buyer is negotiating against nobody, and their first number is an anchor, not a verdict. The only reliable way to test an offer is against the market: a confidential process that brings other qualified buyers to the table, or at minimum a rigorous independent view of value. Owners who respond to direct approaches without either routinely leave significant value behind — and give up negotiating leverage on terms, not just price.
That depends on choices made long before signing. Which buyers are approached, how the deal is structured, and what is negotiated into the agreement — employee retention, leadership continuity, brand treatment, your own role after close — all shape what the company becomes. Owners who care about legacy should say so at the start of a process, because it changes who the right buyer is. These outcomes are negotiable, but only while competitive tension still exists.
Start the family conversation before the market conversation. Alignment on who wants to stay, who wants liquidity, and what the business means to each person determines what kind of transition — outright sale, partial sale, or succession — actually fits. This is why MaximForte pairs transaction work with dedicated transition coaching: deals falter more often on unresolved family questions than on financial ones.
An exit advisor manages the entire sale of a privately held business on the owner's behalf: establishing what the company is worth, preparing it for buyer scrutiny, confidentially approaching qualified buyers, running a competitive process, and negotiating price and terms through closing. MaximForte serves as exit advisor exclusively to founder-led and family-owned businesses, with securities offered through Finalis Securities LLC, Member FINRA/SIPC.
Business brokers typically list smaller businesses publicly and wait for buyers to respond. An exit advisor runs a targeted, confidential process for more substantial companies: preparing the business over months, directly approaching strategic and private-equity buyers, creating competitive tension, and negotiating structure and terms — not just price. MaximForte operates in this second model, through a FINRA-member broker-dealer.
A confidential 30-minute call, at no cost and with no obligation, covering where your business stands today, what buyers would likely see, and what preparation would most improve your outcome. Owners leave with a clearer picture of their readiness whether or not they engage us.
These are the right questions. Bring them to us before you bring them to a buyer — the answers are worth the most while your options are still open. Or start right now: take the 4-minute exit-readiness assessment — or go straight to the number and request a data-driven estimated valuation of your business.
Services
End-to-end representation in the sale of your company — from valuation and positioning through buyer outreach, negotiation, and close. A disciplined, confidential process designed to create competitive tension and defend value through diligence.
The best exits are prepared years before they're announced. We work with owners well ahead of a transaction to strengthen the business, resolve value detractors, and align the family or founding team on objectives and timing.
An exit converts a life's work into a family's capital. MaximForte's registered investment adviser application is currently under review with the State of New York. Investment advisory and wealth management services will be offered only upon effective registration.
The Process
Every engagement follows a structured sequence — because in a sale process, order is protection.
Valuation, exit readiness, and resolving the issues buyers will find before buyers find them.
A confidential narrative and materials that present the business on its strongest, truest footing.
Discreet contact with a curated set of strategic and financial buyers who have real reason to pay for what you built.
Competitive tension, disciplined term comparison, and structure that protects you after the headline number.
Diligence management through signing and funding — keeping momentum while the business keeps running.
The Firm
MaximForte is a boutique advisory practice focused exclusively on ownership transitions in founder-led and family-owned companies. Engagements are led directly by senior professionals — the person you meet is the person who runs your process.
We believe owners are best served by advisors who understand both the transaction and the person behind it: how buyers underwrite a founder-built company, how preparation and positioning shape value, and how structure and terms matter as much as the headline price. Headquartered in New York, we serve owners across the United States and Canada through our Princeton, Houston, and Dallas offices.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC. M&A advisory and private placement activities are conducted through this broker-dealer relationship.
A registered investment adviser application is under review with the State of New York. Investment advisory services are not offered and will not be provided unless and until registration becomes effective.
The Team
Chief Strategy Officer
A seasoned investment banker and Certified Exit Planning Advisor (CEPA®) with more than two decades of commercial and investment banking experience, focused exclusively on founder-led and family-owned businesses across the United States and Canada. Leads every mandate from first conversation to close. Registered Representative of Finalis Securities LLC.
Business Manager
Manages the firm’s operations and client engagements — coordinating each mandate from first conversation through close, and making sure every owner working with MaximForte experiences the same senior-level attention at every step.
Exit Advisor · Dallas
Represents MaximForte in the Dallas market — advising founder-led and family-owned businesses across North Texas on valuation, positioning, and the path to a successful exit.
Business Transition Coach
A Registered Psychotherapist (Ontario, Canada) who works with owners and families on the human side of an exit — readiness, succession dynamics, and life after the sale — so the transaction serves the transition, not the other way around.
Investment Banking Analyst
A Financial Modeling & Valuation Analyst (FMVA®, Corporate Finance Institute) who builds the analytical backbone of each mandate — valuation models, marketing materials, and the data rooms and diligence preparation that buyers scrutinize most closely.
Exit Advisor · Trainee
A student at The University of Texas at Austin, he supports the advisory team across every stage of an engagement — from readiness analysis and market research to process coordination — while training under MaximForte's senior advisors.
Contact
It's private, without obligation, and useful whatever you decide: you'll leave with a clearer picture of what your company could be worth, what buyers would scrutinize, and whether now — or later — is your moment. Most owners tell us they wish they'd started this conversation two years earlier.
Email · info@maximforte.com
Phone · (201) 241-4826
Brookfield Place, 200 Vesey St
24th Floor, New York, NY 10281
Princeton Executive Centre
4301 US-1, Suite 220, NJ 08852
14905 Southwest Fwy, Suite 122
Sugar Land, TX 77478
5717 Legacy Drive, Suite 250
Plano, TX 75024
Not ready to talk? Take the exit-readiness assessment — four minutes, private, and free.
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