Exit Planning Institute - Find a CEPA

I'm the founder and managing director at Kimberly Advisors.

Kimberly Advisors is a boutique M&A firm that specializes in pre-transaction exit planning, acts as a sell-side intermediary representing business owners in the sale of their company, and provides real-world, market-based business valuations to prospective sellers.

Miami-based with +9 years of experience in M&A advisory and consulting.
Specialists in brokering middle-market deals between $5m and $250m in value.
Industry specialty: B2B service companies.
Wide range of expertise in exit-planning, valuation, and investment banking services.
Comprehensive education and preparation for first-time sellers.

I’m always happy to network with other CEPAs.

My expertise is predominantly in brokering transactions. I directly oversee all of our sell-side M&A transactions.

We love working with other advisors, pay well for referrals, and can add value at all stages of the exit process.

If you'd like to connect, the best way to reach me is via email or to message me on LinkedIn.

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I'm the founder and managing director at Kimberly Advisors.

Miami-based with +9 years of experience in M&A advisory and consulting.
Specialists in brokering middle-market deals between $5m and $250m in value.
Industry specialty: B2B service companies.
Wide range of expertise in exit-planning, valuation, and investment banking services.
Comprehensive education and preparation for first-time sellers.

I’m always happy to network with other CEPAs.

My expertise is predominantly in brokering transactions. I directly oversee all of our sell-side M&A transactions.

We love working with other advisors, pay well for referrals, and can add value at all stages of the exit process.

If you'd like to connect, the best way to reach me is via email or to message me on LinkedIn.

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