IC Investment Consulting USA M&A Advisory
Seller-Side M&A Advisory · Miami · Nationwide

What is your business worth today?

Most owners know what their home is worth. Few know what their business would sell for, or when the right time to sell would be. Answer eight short questions and see a confidential estimate in about two minutes.

Step 1 of 4 · Your business

What kind of business is it?

Tap the closest match. No business name needed to see your estimate.

Industry

No public listing. We never share your answers.

  • 1Confidential and off-market. Your employees, clients and competitors are never made aware.
  • 2Built on real sale data. Multiples from recent closed transactions and industry pricing guides, not guesswork.
  • 3A senior advisor, not a call center. Want a real number? We will review it with you at no cost.

Prefer to talk first? +1 (561) 765-2303

$108M+
In Transaction Value
11 Years
Advising Business Owners
100%
Confidential, Off-Market
What We Do

Clear answers first. A sale only when it is right.

Every engagement begins with understanding where your business truly stands. From there, we help you decide — and, when the time is right, we represent you through the entire sale.

☰
01

Business Assessment

A candid, senior-level read of your business as a buyer would see it: financial performance, transferability, concentration risks, and the specific factors that would move value before a sale. The foundation of every engagement.

For owners who want to know where they stand — whether a sale is one year out or five.
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02

Broker’s Opinion of Value

A market-based opinion of what your business would likely command from qualified buyers today, prepared by an advisor who negotiates with those buyers every week. Grounded in real transactions, not theory.

For planning, partner discussions, lender conversations, and deciding whether now is the time.
◆
03

Sell-Side Representation

Full representation from preparation through closing: positioning, a discreet buyer process, firm negotiation, and hands-on transaction management — with the same senior advisor involved at every stage.

For owners ready to sell, who want maximum value and complete confidentiality.
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04

Exit Planning

For owners one to three years from a sale: a practical plan to strengthen the business, clean up the financials, and remove the issues that cost sellers the most at the negotiating table.

For owners who would rather sell from strength than urgency.

Not sure where you stand? Start with a free, confidential estimate.

Get My Free Estimate
Current Listings

Businesses currently on the market.

We take on a small number of engagements at a time, each with a senior advisor at the table. Listings are confidential: the company name and detailed financials are shared only with qualified buyers after a signed confidentiality agreement. Where a listing is offered by Kerdai Business Advisors, that firm handles every inquiry; Investment Consulting USA is not the listing broker.

Technology · Lead Generation
Listed by Kerdai Business AdvisorsOn Market

Profitable Home Services Lead-Gen Platform, SBA Pre-Qualified

A fast-growing, fully remote platform selling exclusive, prepaid leads to roofing, HVAC, plumbing and electrical contractors across 40+ states. No retainers, no receivables, no inventory. SBA financing already structured, with seller financing available to a qualified buyer.

  • LocationFlorida (relocatable)
  • Revenue (TTM)$1.85M
  • Cash flow (SDE)$956K
  • Asking price$2,500,000

DisclosureThis business is offered by Kerdai Business Advisors, not by Investment Consulting USA. All inquiries, confidentiality agreements and buyer communications are handled by Kerdai.

View Listing at Kerdai Business Advisors Opens the listing on kerdaibusinessadvisors.com in a new tab
Professional Services · AccountingOn Market

Established CPA & Accounting Practice

A long-standing accounting practice with a loyal, recurring client base across tax, accounting and advisory services. An opportunity for a CPA or an existing firm looking to add a book of business. Full details are released to qualified buyers after a confidentiality agreement.

Inquire for Details Confidential. A senior advisor replies within one business day.
Healthcare · Real EstateOff Market

Assisted Living Facility with Real Estate

An operating assisted living facility offered together with the property it occupies: a commercial real estate acquisition with a care business already in place. Suited to buyers expanding a senior-care or commercial real estate portfolio. Not publicly listed; details by inquiry only.

  • Real estateIncluded
  • Reference price$2,000,000
Inquire for More Information Confidential. A senior advisor replies within one business day.
Recently Closed
Closed

Free Yourself

Mental healthcare clinic · Colorado

  • SDE$519K
  • Asking price$1.8M
  • Terms$1.68M cash + $250K seller note

Sold for$1,930,000

Closed

Joe’s Automotive

Auto repair shop · Illinois

  • SDE$449K
  • Asking price$1.75M, real estate included
  • Terms$82K seller note

A local advisor had said $750K was the ceiling. It sold for $1.65M.

Sold for$1,650,000

Closed

Occupational & Physical Therapy Practice

Regional, full-service · Texas

  • SDE$1.3M
  • Asking price$6M
  • Terms5% equity rollover

Sold for$5,600,000

Closed

Full-Service Electrical Contractor

Texas

Sold for$3,200,000

Thinking of selling? Your business is never listed publicly without your approval, and most of our engagements are never listed at all. Start with a free, confidential estimate.

Buyer Services

We represent sellers. Only sellers.

Investment Consulting USA is a sell-side firm. We do not represent buyers, search on their behalf, or offer buyer services of any kind. That single-sided focus is what lets every owner we serve trust that our only obligation in a transaction is to them.

If you are a buyer interested in one of our listings, you are welcome to request the confidentiality agreement through the listing or the inquiry form. We share information once it is signed and your qualifications are confirmed.

If you are looking for representation, a second opinion on a deal, or valuation support as a buyer, Kerdai Business Advisors is a separate firm that works exclusively on the buy side.

For Buyers

Kerdai Business Advisors

A buy-side advisory firm serving business buyers nationwide, with listed businesses for sale and buyer services that include:

  • Deal reviews, from $199
  • Deal structure review
  • Business valuations
  • Quality of Earnings
Visit Kerdai Business Advisors

Independence: to keep both firms free of conflicts, Kerdai declines any engagement where Investment Consulting USA represents the seller. Neither firm is ever on both sides of a deal.

Our Approach

Counsel you can rely on — even when it is not what you hoped to hear.

Most firms are compensated to bring you to market today. We have built our reputation on a different discipline: giving owners an honest assessment of their business, their timing, and their value — and proceeding only when it genuinely serves their interests.

01 — INTEGRITY ⚖

We decline more than we accept

We take on only the clients we are confident we can serve well. If your business is not yet ready, or we are not the right fit, we will tell you directly and point you toward a better path — with no engagement and no pressure.

02 — DISCRETION ●

A private process, end to end

The sale of a business is a confidential matter. Our off-market approach ensures your staff, customers, and competitors remain unaware until you decide otherwise — protecting both your operations and your negotiating position.

03 — VALUE ▲

Prepared sellers command more

A period of preparation — clean financials, precise positioning, a stronger pool of buyers — can change your outcome by seven figures. We help you sell from a position of strength rather than urgency.

Meet Your Advisors

Two advisors. One standard.

Together the firm has closed more than $108 million in transactions, and between them the partners have also worked on institutional transactions in the hundreds of millions of dollars. Owner-level attention, the same two people from the first conversation to the closing table.

AB
MBA, FIU MS Int’l Real Estate BBF Member since 2015 Bilingual EN / ES

Alejandra B. Barrera

Founding Partner & Senior M&A Advisor

Alejandra has advised business owners since 2015 and co-founded Investment Consulting USA in 2018. She began in small business sales, connecting U.S. owners with foreign direct investment, and her work grew steadily into larger and more complex transactions.

That path took her to Deloitte’s Integration & Divestiture team, where she spent two years as an M&A consultant on multinational mergers and divestitures for large healthcare and financial institutions, including banks, in transactions measured in the hundreds of millions of dollars.

She brings both sides of that experience to every engagement: a feel for owner-operated businesses and the discipline of institutional M&A. Her transaction work spans privately held companies from the low six figures to $50 million and beyond, across hospitality, distribution and manufacturing, services, wholesale and retail, franchises, technology, and financial services. She leads valuation and deal structuring, negotiates terms on the owner’s behalf, and directs lenders, CPAs, and attorneys through diligence to closing.

Master of Business Administration and Master of Science in International Real Estate, Florida International University · Licensed real estate sales associate · Member, Business Brokers of Florida, since 2015.

AM
Co-Founder, 2018 Accounting, BA NMLS (Inactive) Bilingual EN / ES

Alfonso E. Moncada

Managing Partner & Senior M&A Advisor

Since co-founding Investment Consulting USA in 2018, Alfonso has advised owners of privately held businesses on when to sell, what their company is truly worth, and how to reach the right buyer without the world knowing. Nearly all of that work arrives the same way: by referral from a client he told the truth to.

Before the firm, he worked on cross-border institutional transactions in infrastructure and corporate development, including deals above $120 million, then spent time inside a regional bank learning underwriting and customer vetting from the lender’s side. That background is why he reads a business the way a lender and a buyer will. Based in downtown Miami and fluent in both markets, he brings qualified buyers from across the United States and Latin America to the table and stays involved from the first conversation to closing.

BA, Accounting, Miami Dade College · ABA Universal Banking credential · NMLS mortgage loan originator license (inactive); not currently acting as a mortgage broker or originating loans.

“We would rather turn down a client than take on one we cannot help. But when we know we can make a difference — you can bet the house we are going to make it happen.”

— Investment Consulting USA
Start a Confidential Conversation
The Process

A defined path from first conversation to closing.

Deliberate, discreet, and structured around your objectives at every stage.

1
Step One

Confidential Assessment

We assess what your business is realistically worth today — and what could move that figure before you sell.

2
Step Two

Readiness & Strategy

Together we determine whether to proceed now or prepare first, and we build the plan that maximizes your outcome.

3
Step Three

Discreet Buyer Process

Every buyer signs a confidentiality agreement before your company is identified. We introduce your business to a vetted, qualified pool — never through a public listing.

4
Step Four

Negotiation & Close

We negotiate firmly on your behalf, coordinate lenders and due diligence, and manage the transaction through to a clean, successful close.

Nationwide & Cross-Border

Based in Miami. Working across the country.

The strongest buyer for your business is rarely the one next door. From our office in downtown Miami we run a national practice — with recent transactions closed in Texas, Florida, Colorado, and beyond — backed by the cross-border reach to bring qualified buyers from across the U.S. and Latin America to the table.

$20M+Under contract
12+Off-market deals
18 moRecent activity
  • Qualified buyers sourced nationally and across Latin America
  • Fluent, bilingual cross-border representation
  • Discretion maintained across every market and jurisdiction
Map of the United States highlighting the 19 states where Investment Consulting USA has closed or co-brokered transactions, with Florida marked as home base
States where we have closed or co-brokered transactions · Home base: Miami, FL
Credentials & Affiliations

Held to the standards of the industry’s governing bodies.

Our advisors hold active membership in the professional associations that set the standard for ethics and competence in our profession — at home in Florida and internationally.

IBBA
International Business Brokers Association

Member

The global standard for professionalism and ethics in the sale of privately held businesses — reflected in every opinion of value we deliver.

BBF
Business Brokers of Florida

Individual Member

Florida’s principal network for connecting qualified buyers and sellers. Membership is held individually by Founding Partner Alejandra B. Barrera, not by the firm.

BBB
Better Business Bureau

A+ Rated

The BBB’s highest rating — earned through a record of trust, transparency, and doing right by every client.

Sectors we have represented
Trades & Services Healthcare Technology Real Estate Retail & E-commerce
Questions Owners Ask

Straight answers before you pick up the phone.

Will anyone find out my business is for sale?
No. We never list your business publicly. Every prospective buyer signs a confidentiality agreement before your company is identified, and your employees, customers, and competitors remain unaware until you decide otherwise.
What is a Broker’s Opinion of Value, and how is it different from an appraisal?
A Broker’s Opinion of Value is a market-based view of what your business would likely command from qualified buyers today, prepared by an advisor who negotiates with those buyers regularly. A certified appraisal is a formal valuation used for legal, tax, or lending purposes. If your situation requires one, we will tell you so and point you to the right resource.
Do I need to be ready to sell before contacting you?
Not at all. Many of the owners we work with are one to three years away from a sale. A business assessment tells you where you stand today and what would move value — and often the best advice is to prepare first.
What kinds of businesses do you work with?
Owner-operated, privately held businesses across trades and services, healthcare, technology, real estate, retail, and e-commerce. We work nationwide from Miami and bring qualified buyers from across the U.S. and Latin America.
Do you also represent buyers?
We represent owners. Working exclusively on the sell side means our only obligation in a transaction is to you, and our buyer relationships exist to serve your sale, not the other way around. Buyers looking for representation can read our Buyer Services note.
How do fees work?
Plainly and up front. We discuss fees in our first conversation, and there is no obligation of any kind until you decide to engage us.
How quickly will I hear back?
A senior advisor will contact you privately, typically within one business day.
Contact Us

Have a question first? Ask us directly.

Not ready for an estimate, or want to understand how we work before sharing any numbers? Send us a note. A senior advisor will reply privately, typically within one business day.

  • ✓ Strictly confidential — your information remains between us
  • ✓ No obligation, and no public listing of your business
  • ✓ A direct conversation with a senior advisor

Prefer to talk? +1 (561) 765-2303 · info@ic-usa.com

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