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Biography

As an advocate, consultant and advisory board member, Brett Dearing, Partner in the New York Office, is an experienced business advisor who helps business owners implement and execute operational enhancements, growth strategies, and transition plans through mergers & acquisitions, recapitalizations, private equity partnerships, strategic acquisitions, spin-out acquisitions, tuck-in strategies, and ESOPs.

Brett has implemented advisory boards and utilized EOS and Lean Six Sigma methodologies to implement business, financial, and personal planning solutions as a part of a comprehensive plan to help increase shareholder value. He has successfully guided hundreds of privately held and family-owned business owners through the four phases of a business cycle utilizing key planning strategies focused on operational enhancement, business growth and expansion, and comprehensive transition planning. Brett has added millions to business owner value and assisted business owners with transitioning over $2 billion into privately held businesses.

In previous positions, Brett provided outsourced Chief Operating Officer services for privately held businesses as the Founder of BXO and was a Senior Vice President at Goldman Sachs.

Brett’s areas of focus are Exit & Value Acceleration Planning, Transition & Succession Planning, and Merger & Acquisition Consulting Preparedness Strategy & Planning Operational Process & Procedures.

Learn more about my practice.

Education

  • Bachelor's degree from Indiana University of Pennsylvania

Highlights

  • Certified Exit Planning Advisor (CEPA®)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Founder and President of the Business Owners Exchange (BXO)
  • Boarded member of the Exit Planning Exchange New York Chapter (XPX)
  • Committee Chair of The Alliance of Mergers & Acquisitions Advisors™ (AM&AA)
  • Committee member of the Member- Exit Planning Institute (EPI)
  • Committee member of the National Association of Securities Professionals (NASP)
  • Frequent speaker at events focused on educating and preparing business owners for the sale of their business

Latest Insights

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Brett Dearing

Partner

Business Owner Advisory

Selling Your Business in a Buyer’s Market

As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should you do if you plan on selling your business?

Brett Dearing

Partner

Corporations

Is Your Business Sellable?

Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.