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Design Studio

The Human Way to M&A

Behind every business is a human being working with other human beings.

 

When its time for the business to transtion , those human beings work with us.

The Human Way to M&A

Open for Business
Empowered Business Team
Business Owners and Employees

Get to Know Exeo

Exeo Advisors is a unique business advisory firm that places the interests of business owners and their employees at the forefront of the m&a experience. Unlike most business brokers and transactional advisors, Exeo works only for potential sellers, helping them optimize the value of their business while preparing them and their employees for one of the biggest transitions that a human can experience: the transition of a company.  We firmly believe that prioritizing people is the key to successful business transitions. We invite you to talk with us. If you're thinking about selling your company, or if you are intesrested in Exit Planning or need help accelerating growth, please reach out for a free confidential, no-obligation consultation to see if working with Exeo is right for you and your company.

Our Services

Cross-functional m&a advisory services with a human-first approach.

Expert Consulting for Business Owners in Transition

Our M&A advisory services offer expert guidance for businesses looking to buy, sell, or merge. Exeo’s experienced team helps clients navigate the complexities of mergers and acquisitions, from identifying the right opportunities to negotiating favorable terms and ensuring a seamless integration. We provide strategic advice and hands-on support to help you achieve optimal outcomes in any transaction.

Distress Recovery and Turnarounds that Build Sustainable Futures

Exeo’s turnaround and recovery services are designed to help businesses facing financial distress or operational challenges regain stability and drive growth. We work closely with your team to identify root causes, implement effective recovery strategies, and manage change to restore profitability and long-term viability. Our approach focuses on building resilience and securing a sustainable future for your business.

Business Improvement Projects That Increase Your Total Exit Value

Exeo offers project-based management consulting to address your most pressing business needs. Whether it's improving operational efficiency, launching a new product, or optimizing your organizational structure, our consultants provide targeted, results-driven solutions. We leverage our diverse expertise to deliver tailored strategies that align with your goals and drive measurable success.

Introducing ExitEngine™ 

The Premiere Learning Community for Business Owners Who Want to Maximize the Value of Their Life's Work.

It's an epidemic. Even the best run, most profitable businesses in the most desirable industries have a hard time selling. At Exeo, we know why. So we created ExitEngine™ to equip business owners and entrepreneurs like you with the knowledge, resources and guidance they need to optimize all facets of their business in order to effectively plan and execute an eventual business exit. Guided by a tailored team of expert advisors and specialists from diverse areas of business, in both virtual and live learning environments, you'll learn how to beat the odds identify pitfalls, grow your company's Total Exit Value and plan a successful business transition that aligns with your personal goals.

Education

Like getting a master's degree in Exit Planning, ExitEngine provides business owners with an easy-to-use education platform designed to help them build their own comprehensive and customized exit plan. Our structured curriculum combines expert-led live and self-paced courses with one-on-one coaching that's not just theoretical, but immediately actionable, providing real world solutions to real-life exit planning challenges, in real time.

Community

It's lonely at the top, so we designed ExitEngine™ to be the ultimate community for business owners looking for support. Our peer community, ExitEngine™BOSS® (Business Owner Support System) is made up of business owners just like you who want to maximize the value of their life's work and help others do the same. On top of that, you'll get unprecedented access to top experts in all aspects of business ready to assist you in achieving exit success.

Efficiency

You're a business owner. You're busy. We get it. That's why ExitEngine™ is designed be time and cost efficient. to engage with you the way you want. From self-service, to group learning, to one-on-one coaching and bespoke consulting, ExitEngine™ is designed to be accessible, confidential, and tailored to you so you can design and execute your plan at your own pace and on your own terms, all at a price you can afford.

Meet the Founders

 Exeo Advisors was founded as a way to give mid-market business owners  the kind of personal expert advice and guidance around business transitions as larger companies get. Our founders are dedicated to the humans behind every business we serve.

Client Stories

Experience the Difference

At Exeo Advisors, we prioritize human beings and client satisfaction above all. Read testimonials from our esteemed clients and discover why partnering with us can elevate your business. Reach out to us today to begin the journey.

I never thought I'd be able to afford a big consutling company, but I knew I needed to examine what was going wrong with my service delivery process. Exeo answered the call and made me feel like mine was the most important business in the world. The results speak for themselves. It's been a year and I'm still reaping the rewards of having worked with them.

Anna Girardi - Owner | Digital Marketing Agency, New Jersey

Working with Exeo Advisors has been a game-changer for my business. Their strategic guidance and support have propelled us towards success. I highly recommend their services to any business looking to thrive.

Skyler Adelson - President and CEO | Packaging Company, Northeast

Exeo Advisors exceeded my expectations with their exceptional services. Their dedication to client satisfaction is unmatched, and I am grateful for the positive impact they've had on my business.

Casey Johnson - Founder/CEO | Roofing Materials Supply Company, Philadelphia 

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