M&A Strategy | Exit Planning | Growth Consulting
Coastal Consulting
M&A Strategy | Exit Planning | Growth Consulting
Coastal Consulting is a strategic advisory firm that helps business owners maximize their value, prepare for a successful exit, and navigate complex business transitions.
We provide expert guidance in M&A strategy, exit planning, and business growth—ensuring our clients are well-positioned for a profitable and seamless transition. Whether you're looking to sell your business, scale it, or simply evaluate your options, Coastal Consulting offers the strategic insight to support your next move.
Our team includes Certified Exit Planning Advisors (CEPA), Certified Merger & Acquisition Professionals (CM&AP), Merger & Acquisition Master Intermediaries (M&AMI), Certified Business Intermediaries (CBI), and Certified Value Builder™ Advisors (CVB). We use proven frameworks such as the Value Acceleration Methodology™, the Value Builder System™, and other proprietary tools to deliver a structured and personalized process aligned with your goals.
As entrepreneurs ourselves, we understand the unique pressures and decisions you face. We've been in your shoes. Our role is to provide objective, experience-backed guidance—so you can make the smartest possible decisions for your business, your family, and your future.
Our Services
Business Sale Advisory
For business owners that are ready to sell their company.
Coastal Consulting provides structured guidance with our strategic partners to ensure you are positioned properly to maximize value and terms.
Key Areas of Focus:
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Business sale strategy consultation
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Market positioning review
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Introduction to a licensed business broker or M&A advisor
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Coordination with our team and strategic partners for a seamless transition
Once referred, Boss Group International handles the listing, buyer negotiations, and transaction process, while Coastal Consulting remains engaged to ensure alignment and successful execution.
Exit Planning
For Business Owners who want to sell in the near future.
Exit Planning ensures your business is financially, operationally, and strategically positioned for an optimal sale.
Key Areas of Focus:
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Uses the Value Acceleration Methodology™ to align business, personal, and financial goals to ensure a successful transition.
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Formal Valuation – Understand your company’s worth based on market data and financial analysis.
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Go-To-Market Materials – Creation of Confidential Information Memorandums (CIMs), Confidential Business Reviews (CBRs), Teasers, and Business Plans (BP) to attract buyers.
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Strategic Tax Planning – Optimizing structure to minimize tax burdens upon sale.
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Pre-Sale Enhancements – Identifying and addressing value gaps before engaging buyers
Growth Consulting
For Business Owners who want to grow or scale before selling.
Coastal Consulting focuses on increasing profitability, optimizing operations, and making your business more valuable in preperating for a future sale.
Key Areas of Focus:
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Uses the Value Builder System™ to help business owners increase the value of their companies; focused on improving the eight key drivers that influence a businesses' "sellability" or overall worth.
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Revenue growth and profitability strategies
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Operational improvements and efficiency scaling
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Financial restructuring and performance benchmarking
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Market expansion strategies
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Preparation for future M&A activity
Other Services
Buy-Side Representation
For companies, investors, and individuals seeking acquisitions.
We help Buyers identify and evaluate target businesses and support the acquisition process.
Key Areas of Focus:
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Target company identification and screening
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Financial and operational due diligence
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Negotiation support and deal structuring
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Post-acquisition transition planning
👉 Acquire with confidence.
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VALUE BUILDER SCORE
Thinking about selling your business—now or years from now? Take the FREE Value Builder Questionnaire.
Your Value Builder Score will help you:
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Uncover what's holding your business back from growing without you
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See how buyers would evaluate your company
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Spot hidden factors that may reduce your valuation
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Focus on the parts of your business that drive real buyer interest
PRESCORE™
Unsure if you are ready to sell or not?
Take the FREE PREScore questionnaire.
Your PREScore™ will help you:
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Evaluate your Personal Readiness to Exit your business
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Identify gaps across the 4 drivers of a satisfying exit
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Get personalized insights based on research from 40,000+ business owners
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Avoid the emotional and financial pitfalls of an unplanned or poorly timed exit
Want to chat with a Coastal Consultant?
While we’re great at navigating your future, here’s an easy way to get in touch today! Let’s get the conversation started.
Located At:
227 S Orlando Ave, Unit A
Winter Park, FL 32789
Get In Touch:
Investor Relations: relations@coastalinvco.com
Customer Service: info@coastalinvco.com
Technical Support: support@coastalinvco.com
Phone: 1-888-411-2280