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Joshua Meltzer
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Successful exits for small business owners | Business Brokerage | Exit Planning | Business Valuation

Memberships Indicates membership in The New England Business Brokers Association (NEBBA).
Memberships Indicates membership in The New England Business Brokers Association (NEBBA).
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Company
Diversified Business Advisors

businessadvisors.us/

Leominster, Massachusetts

Diversified Business Advisors was founded for the purpose of helping buyers and sellers with the acquisition, growth, and harvesting of their largest asset, their business. Business owners typically have one opportunity to sell their companies. It{s crucial to select a firm that safeguards their interests while confidentially connecting them with numerous qualified buyers. We leverage technology for efficiency while reserving personal attention for what matters most.

We primarily serve businesses in the New England region including Massachusetts, Rhode Island, New Hampshire, Maine, and Connecticut. In addition, we can help buyers and sellers with online and virtual businesses. Our target businesses clients are Main Street and Lower Middle Market businesses with revenues ranging from $500,000 to $25 Million with an enterprise value between $250,000 and $10 Million.
Services Offered
I provide discreet and confidential Business Brokerage services and Exit Planning services; including representation, consultation, advice, education, and deal preparation services for both “Main Street” type businesses and lower middle-market M&A transactions - typically companies generating $500,000 to $10 million in sales revenue.

- Broker{s Opinion of Value
- Business Marketing Plan and Advertising Campaign
- Confidential Offering Memorandum
- Quarterback and co-ordinate the legal, accounting, and banking resources necessary to complete the transaction.
About

I am a Certified Business Intermediary (CBI), Certified Main Street Business Broker, Certified Exit Planning Advisor, Certified Financial Planner, member of the International Business Brokers Association (IBBA), New England Business Brokers Association (NEBBA), a Real Estate Broker licensed in MA & RI, and an Insurance Broker.

I have been working with small and medium (SMB) sized business and family owned businesses for more than 30 years. Before working as a business broker my small business journey began in the financial services industry. Starting after college I worked in the family business - growing organically and through acquisitions we eventually sold to another family business. With a team of partners, we managed to grow the small family business (serving other small businesses) to about 200 employees and then sold it.

I then moved on to the business brokerage world - "The business of Business" - and look forward to using my experience and knowledge to assist other owners in their journey.

If you would like to grab a time on my schedue to chat just go here: https://bbkr.us/meet

Specialties: Business Brokerage | M&A | Exit Planning | Retirement plan financing | Franchising

Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Financial Services
  • Service Businesses
  • Transportation & Storage
  • Sales of Family or Partner Owned Businesses
  • Virtual Consultation
  • Exit Planning Services
Areas Served
  • Worcester County, MA
  • Middlesex County, MA
  • Norfolk County, MA
  • Hillsborough County, NH
  • Providence County, RI
Languages

English

Links
Licensed In
Massachusetts
127961-RE-B
Rhode Island
REB0018987
Affiliations
  • Certified Business Intermediary (CBI) | Certified Exit Planning Advisor (CEPA) | Certified Main Street Business Broker (CMSBB) | Certified Financial Planner (CFP) | Member of: International Business Brokers Association | New England Business Brokers Association | Exit Planning Institute | Business Enterprise Institute | North Central Massachusetts Chamber of Commerce | National Association of Certified Valuators and Appraisers |
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