Become more profitable today. Sell for even more tomorrow.
FRACTIONAL CFO + EXIT ADVISORYMost owners are missing $100K+ a year in hidden profit. Our free Exit Audit finds it.
Most business owners are not ready to sell.
70% of businesses that go to market fail to sell. The most common reasons:
Financials are messy or a complete dumpster fire
Revenue is too dependent on the owner
No systems or documented processes
Unrealistic valuation expectations
No time to prepare before burnout hits
The solution is not to wait until you are ready to sell. The solution is to start planning now.
Yes, this is a photo of a literal dumpster fire.
Build a business that sells itself
Exit planning done right doesn't only make your business easier to sell. It makes your business more profitable today.
I work with business owners who are ready to build stronger financial systems that drive real returns. Together, we prepare your business for sale while you continue to operate it. The result: higher margins now, a higher valuation later, and multiple buyers throwing offers at you.
The work we do pays for itself long before you ever go to market.
David Moon, CPA
Head of Exit Advisory
The Breakwater Exit Advisory Tiers
Our proprietary Breakwater Blueprint™ maximizes your sale price, minimizes your stress, and protects your confidentiality every step of the way.
Financial Controller
Best for: ~$1M–$5M revenue
Monthly financial reporting
Cash flow management
Basic KPI tracking
Ideal for: Businesses needing financial organization
$1,495/month
Strategic CFO
Best for: $6M–$15M revenue
Everything in Financial Controller
Exit readiness assessment
Valuation improvement planning
Quarterly strategy sessions
$2,995/month
POPULAR!
Executive CFO
Best for: $10M+ revenue
Everything in Strategic CFO
Full exit planning execution
M&A preparation and support
Ideal for: Owners actively preparing for sale
Custom Pricing
Need more info? Join an upcoming anonymous Q&A livestream hereWhy entrepreneurs trust Breakwater
We prefer to let our results speak for themselves—here’s what our clients have to say about working with us
Common Questions
Have more questions? Book a call or join our upcoming anonymous monthly information livestream
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Our success fee ranges between 3% to 10% depending on the size of your business (bigger business = small fee).
We also charge a small upfront or monthly fee that is subtracted off the success fee at closing.
The purpose of the upfront fee is to ensure we’re both invested in the process as we invest hundreds of hours on each deal.
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The internet will tell you there is a bunch of ways to value a business.
In reality, most of our clients businesses are valued based on a multiple of the businesses profit.
Note: calculating profit for M&A deals is more complicated than looking at your taxable income. This is why we offer a free valuation for entrepreneurs - even if they are not planning to sell in the near future.
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The boring answer = it depends.
That being said, our general guidance is that it often takes 6-8 months to sell a business.
However it is not uncommon for a sale to take over 12 months.
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Most of our clients already have tons of inbound buyer interest - so why hire Breakwater?
Well, these clients also want to maximize their exit potential with the least amount of work possible. This is where Breakwater comes in to generate far more value than our fees.
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We have a database of over 10,000 buyers.
We also leverage industry-leading tools to research and build lists of suitable buyers.
Finally, we will work with you to build a list of strategic buyers in your industry.
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Our typical client does $2-$50M in annual revenue and is currently profitable.
The core industries we work with include: Home Services, Healthcare, Tech & Software, Business Services, and Facility Services.
Looking to sell in the next 5 years? Ask us about our Exit Advisory services including fractional CFO work!
