You Didn't Build This to Watch Someone strip it for parts.
Find out what your company is truly worth—and create a path to exit that honors what you've built. The 2-Minute Legacy Value Assessment for owners of $1M-$10M businesses.
100% Confidential. Zero Obligation. Takes 2 minutes.
20+ years scaling businesses • Inc. 5000 • Fast Company Best Workplaces for Innovators
Max Koby
CFE Certified Advisor
You've spent 20, 30, maybe 40 years building something real.
Your business isn't just a company—it's your identity. Your legacy. The families counting on those paychecks every Friday.
But now you're staring at some hard truths:
"What happens to my people?" Brokers want to flip fast. They don't care about your team.
"Will I get what it's worth?" PE firms want to strip it for parts—not pay fair value.
"Who am I without this?" 76% of owners profoundly regret selling within one year.
Here's what they don't tell you: most of that regret isn't about the money. It's about selling to someone who didn't understand what they'd built.
There's a better way.
What's Your Business Really Worth?
Answer 6 questions. Get your score instantly. No email required.
What industry is your business in?
Your responses are confidential and used only to calculate your score.
Two Paths Forward
Whether you're ready to exit now or want to grow first, there's a path that honors what you've built.
Strategic Acquisition
I acquire businesses directly—no brokers, no bidding wars. If your company is the right fit, I'll make a fair offer and ensure a smooth transition that protects your employees and legacy.
- No broker commissions — save 8-12%
- Completely confidential — no market exposure
- Legacy protected — employees and culture preserved
Strategic Partnership
Not ready to sell? I partner with owners to modernize operations and increase business value—earning equity alongside you. My expertise becomes your competitive advantage.
- AI-powered operations — reduce owner dependency fast
- Process automation — systems that run without you
- Aligned incentives — I succeed only when you succeed
The AI Advantage
Traditional advisors see your business through spreadsheets and financials. I see systems that can be optimized, processes that can be automated, and operations that can run without you.
AI-powered analysis vs. weeks of manual review
Objective insights beyond gut instinct
Automation accelerates value creation
Your Exit Deserves More Than a Transaction
No Broker Commissions
Brokers take 8-12% and are incentivized to close fast, not maximize your value. I either acquire directly or partner with you—our incentives are completely aligned.
Legacy Industry Focus
I focus exclusively on industrial, manufacturing, healthcare, and B2B services. These are the backbone businesses others overlook—and I understand what makes them valuable.
Owner, Not Flipper
Unlike PE firms with 3-5 year exit mandates, I'm building a portfolio to operate long-term. Your legacy doesn't become someone else's arbitrage play.
Years scaling businesses
Target revenue range
Broker commissions—direct deals
Elite acquisition network member
As a member of Roland Frasier's EPIC Board network, I've been trained by industry leaders who have completed over 1,000 acquisitions and manage portfolios generating billions in annual revenue. This gives me access to proven deal structures, legal frameworks, and strategic insights that most consultants simply don't have.
But what sets me apart is how I apply these frameworks: I combine battle-tested acquisition methodologies with deep expertise in AI and automation. Where traditional advisors see spreadsheets, I see systems that can be optimized—increasing your business value before you exit.
"Every conversation starts with understanding what you've built—not what I can take from it.
Recognition
- Inc. 5000 — America's Fastest Growing Companies
- Fast Company — Best Workplaces for Innovators
- Clio Award — Marketing Excellence
Expertise
- Consulting for Equity (CFE) frameworks
- AI & automation for operational efficiency
- Strategic business acquisitions
- Creative deal structuring
Real Results From Real Owners
After 30 years building my manufacturing business, I was dreading the exit process. Max understood what I'd built and found a buyer who kept my entire team employed. The valuation came in higher than two brokers had estimated.
Manufacturing Owner
$4.2M Revenue • Industrial Equipment
I wasn't ready to sell, but Max's partnership model let me step back while growing the business. His AI automation cut our admin time in half. Now I'm positioned for a much stronger exit in 2-3 years.
Healthcare Services Owner
$2.8M Revenue • B2B Healthcare
The assessment was eye-opening—I had no idea my business was worth that much. More importantly, Max showed me exactly what was holding the valuation back and how to fix it before going to market.
Distribution Company Owner
$6.1M Revenue • Regional Distribution
Names withheld to protect confidentiality. Real outcomes from real conversations.
How It Works
Three simple steps to understand your options.
Get Your Legacy Value Score
Take the 2-Minute Legacy Value Assessment above. See your estimated value instantly.
Book Your Call
Schedule a confidential 30-minute conversation to discuss your results.
Get Your Roadmap
Walk away with a clear picture of your options—acquisition, partnership, or growth.
Common Questions
01 How is this different from working with a broker?
Brokers take 8-12% commission and are incentivized to close fast, not maximize your value. Many 'buy the listing' by agreeing with whatever valuation you hope for—then you spend months on market while serious buyers walk away. I either acquire directly (no commission) or partner with you to grow value first. Our incentives are completely aligned with yours.
02 What happens to my employees after a sale?
This is the first thing I ask about in every conversation. I've seen too many acquisitions where new owners cut staff to hit short-term numbers. When I acquire or partner with a business, employee retention isn't a footnote—it's a core term. Your people built this alongside you. That matters.
03 How do I know you won't just flip my business?
Unlike PE firms focused on 3-5 year exits, I'm building a portfolio of legacy businesses to operate long-term. I don't have investor timelines demanding a quick flip. My goal is to grow these companies for decades, not strip them for a multiple arbitrage.
04 I've heard horror stories about earnouts. How do you handle that?
Earnouts turn current price disagreements into future lawsuits—that's been proven in research. I prefer clean all-cash deals when possible. When earnouts make sense, I structure them with specific metrics, buyer operational covenants, and neutral accounting review procedures. You'll know exactly what you're earning and why.
05 Is the assessment really free? What's the catch?
Completely free, no credit card, no obligation. I offer this because it helps me identify businesses that might be a good fit—and gives you valuable information regardless of whether we work together. Your score is calculated using actual market multiples, not what you hope to hear.
06 What types of businesses do you work with?
I focus on legacy businesses in industrial, manufacturing, healthcare, and B2B services—typically $1M-$10M in revenue with owners thinking about their next chapter. These are the backbone businesses that keep America running, and they deserve more than a lowball offer from someone who doesn't understand them.
07 How do you determine valuation?
I use industry-specific multiples adjusted for growth, owner dependency, customer concentration, and operational efficiency. The quick assessment gives you a range based on 2024-2025 market data; a full analysis provides a detailed breakdown. I won't tell you what you want to hear—I'll tell you what buyers will actually pay.
08 What is a Strategic Partnership (Consulting for Equity)?
Instead of paying high consulting fees, you give me a small equity stake. I contribute my expertise in AI, automation, and operational improvement to increase your business value. When you exit, we both benefit proportionally. It's the ultimate alignment of interests—I succeed only when you succeed.
09 Why do 76% of owners regret selling within a year?
Research shows the regret isn't usually about money—it's about identity. For decades, 'business owner' has been who you are. Selling to someone who doesn't understand what you built, who cuts your team, or who changes everything you created? That's what creates regret. We'll talk about what comes next for you—not just the transaction.
10 What's different about your AI and automation approach?
Traditional advisors focus on financial engineering. I focus on operational transformation—using AI and automation to reduce owner dependency, systematize processes, and increase margins. This isn't about replacing people; it's about building systems that let your business run without you, which dramatically increases your exit multiple.
Have a question that's not answered here?
Get in touchLet's Start With a Conversation
Whether you're ready to exit next year or in ten, it pays to know your options.
Your Strategy Call Includes:
- Personalized valuation range based on your assessment
- Exit readiness scorecard with key improvement areas
- Custom roadmap: acquisition, partnership, or growth
- 3 immediate actions to increase your business value
100% Confidential. Zero Obligation. If our call doesn't give you clarity on your options, I'll connect you with experts who can—free.
I only partner with 2-3 business owners each quarter to ensure dedicated attention.
Prefer email? max@maxkoby.com