We Connect Sellers & Buyers with a Confidential sales process that requires prospective Buyers to follow a proven process that we've developed over eight years of business brokering.

What We Do:

Playbook Advisory Generates Qualified Buyers, Offers & Closings
Results - Over $20 Million in Closed Transactions in 2017 & 2018.
CONFIDENTIALITY At All Times
NO UPFRONT COSTS - SUCCESS FEES FOR SELLERS - Lower Minimum Fees than Competitors

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”

— Warren Buffett, Berkshire Hathaway

CDM Foods - Lipari Foods

Playbook Advisory advised CDM Foods on its sale to Lipari Foods - May, 2023

Press Release

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Press Release Newswire

Featured

Legal, Playbook Advisory

Do you have partners in your business? A buy-sell agreement is a tool that can save you aggravation when it’s time to sell your business.

Legal, Playbook Advisory

Navigating the future of a business with multiple owners can be fraught with uncertainty and potential conflicts, particularly when it comes time to sell. A buy-sell agreement acts as a safety net, ensuring that all owners have a clear and mutual understanding of how a business will be valued, and the terms under which shares can be sold or transferred. This legal document is not just a formality; it's a critical component of business planning that can prevent costly disputes and ensure the stability of the business through major transitions.

The costs of drafting a buy-sell agreement are a prudent investment in the longevity and health of your business. Depending on the complexity, legal fees for a comprehensive agreement typically range from $2,500 to $10,000—a small price to pay for the security and clarity it brings to your business operations. Remember, the absence of a buy-sell agreement can lead to much higher costs down the line, both in financial terms and in lost time and opportunities.

Legal, Playbook Advisory

Business Buyer

Best Practices for Business Buyers When Meeting with Prospective Sellers

Business Buyer

Explore best practices for business buyers looking to meet with prospective sellers. From dressing professionally to asking the right questions, this guide covers essential steps to ensure a smooth and effective business acquisition process. Dive into key concerns for both buyers and sellers, along with top questions to streamline your buyer - seller meeting.

Business Buyer

Legal, Sellers, Business Buyer

Protecting Your Investment: The Power of Reps and Warranties in M&A

Legal, Sellers, Business Buyer

The purpose of reps and warranties is to provide the buyer with assurance that the target company is in good condition and that the buyer is not acquiring any undisclosed liabilities or issues that may negatively impact the company's value. If any of the representations and warranties turn out to be false, the buyer may be entitled to seek damages from the seller.

Legal, Sellers, Business Buyer

Business Broker

Maximize Your Profit: Why Hiring a Business Broker is a Smart Move!

Business Broker

Thinking about selling your business? Learn how hiring a business broker can help you maximize your profit and ensure a smooth process while selling your company. Contact Jim Peddle at 312-525-9622 to learn more.

Business Broker

New Listings

AV Media Rental Equipment Leasing & Sales - $2,200,000

New Listings

An opportunity to purchase, own and run your very own profitable HD Media Equipment Rental Leasing & Sales Company that has over $1.25mm + in inventory/equipment onsite in its single showroom facility. The company generates a significant amount of revenue from repeat clients that are well known in Chicago. You will work with Professional and Major League Sports Teams, Universities, and Fortune 500 Corporate clients that rely on the company to provide reliable equipment and gear to produce their media content.

New Listings

Business Broker

Maximizing Your Success: The Power of a Skilled Business Broker

Business Broker

What does a business broker do"? In this post, we answer the question both buyers and sellers ask us to address when embarking on the journey of buying and selling a business.

Business Broker

New Listings, Playbook Advisory

Unlock the Door to a Profitable Future with this One-of-a-Kind Digital Marketing Agency

New Listings, Playbook Advisory

Rare opportunity to purchase an established and profitable Digital Marketing Agency.

Turnkey
15+ Staff of Professionals
Existing Clients
Training and Transition Available

New Listings, Playbook Advisory

Business Buyer

A Real World Example of Buying a Business with SBA Financing

Business Buyer

How much do SBA loans cost when utilized to purchase a business under $5,000,000? Here is a real-world example of a deal closed by Jim Peddle at Playbook Advisory in 2019.

Purchase Price $1.8mm
20% Down Payment

Business Buyer

From Application to Approval: The 3 Must-Have Components for a Winning Business Loan Structure

Business Buyer

In the past 9 years of brokering businesses for sale, I’ve found that almost 100% of the buyers closing on one our listings for sale have completed the purchase of at least one real estate property. It’s not surprising as the average age of buyers is between 45-55 years old, by that age, many people are already on their 2nd or 3rd primary residence.