Newly Established M&A Advisory Company for Sale in San José, Costa Rica
| Established | 0-1 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Limited Liability Company (LLC) |
| Reported Sales | USD 470 thousand |
| Run Rate Sales | USD 470 thousand |
| EBITDA Margin | 30 % |
| Industries | M&A Advisory |
| Locations | San José |
| Local Time | 11:01 AM America / Bahia Banderas |
| Listed By | Management Member |
| Status | Active |
• Connects business owners with qualified buyers, investors, and strategic partners across Costa Rica and international markets.
• Works with businesses across multiple sectors, including hospitality, restaurants, retail, technology, e-commerce, professional services, tourism, manufacturing, and healthcare & wellness centers.
• Provides end-to-end support in business sales, acquisitions, investor matchmaking, and transaction advisory.
• Revenue model is based on success-based commissions from completed transactions along with advisory and consulting fees.
• Handles approximately 2–3 major client mandates per month involving business sale preparation, buyer sourcing, and deal structuring.
• Led by a finance and accounting professional with experience in FP&A, financial analysis, and business advisory for global finance teams.
• The promoter has experience improving financial processes and supporting strategic financial decision-making for businesses.
• Member of the International Business Brokers Association (IBBA), following international best practices in business brokerage and M&A advisory.
• Maintains a strong network of entrepreneurs, investors, and international business contacts across Costa Rica and global markets.
• Focuses on confidential transactions, fair business valuations, and structured deal execution to maximize outcomes for both sellers and investors.
• The business holds a valid Certificate of Incorporation, supporting formal operations and credibility. The business doesn’t have to be registered with the financial regulator in its country.
The intangible assets Included.
- Brand and trade name.
-Business brokerage model and operational framework.
- Network of entrepreneurs, investors, and business contacts in Costa Rica and international markets.
- Digital presence, including professional profiles and online listings on brokerage and investment platforms.
- Client pipeline and potential deal flow under development.
- Industry knowledge, financial analysis expertise, and transaction advisory know-how.
- Marketing materials, templates, and business documentation used for brokerage services.