Playbookadvisory.com Review

Based on checking the website Playbookadvisory.com, it appears to be a legitimate business brokerage firm specializing in the confidential sale of small to mid-sized businesses in the Chicago area and nationally.

The site emphasizes professionalism, confidentiality, and a track record of successful transactions.

Here’s an overall review summary:

Purpose: Facilitating the confidential sale and acquisition of small to mid-sized businesses.
Target Audience: Business owners looking to sell their companies and potential buyers.
Geographic Focus: Primarily Chicago area, but also nationally.
Key Services: Business valuation, marketing, due diligence, and guiding clients through legal and lending processes.
Track Record: Claims to have successfully listed and sold over $150 million in the past eight years, and over $100 million since founding in 2016.
Founder/President: Jim Peddle.
Confidentiality: Heavily emphasized as a core principle.
Upfront Costs for Sellers: Claims no upfront costs for sellers.
Testimonials: Provides several testimonials, some with links to external sites or Google reviews.

Playbook Advisory positions itself as a trusted advisor for business owners looking to navigate the complex process of selling their companies.

The website highlights its experienced team, diverse industry expertise manufacturing, distribution, retail, business services, technology, and a commitment to a smooth, discreet sales process.

For sellers, the promise of no upfront costs and access to a network of lending partners and transaction attorneys is a significant draw.

While the services themselves are permissible, the website lacks transparency on certain key aspects that could be crucial for a user’s decision-making process.

Ethical business practices in any transaction demand clarity and full disclosure of terms.

Here are some alternatives for business services that are permissible and widely trusted:

SCORE: A non-profit organization offering free mentorship and resources for small business owners. Ideal for those seeking guidance on business planning, growth, or exit strategies from experienced volunteers.
BizBuySell: A leading online marketplace for buying and selling businesses. While it’s a platform rather than a brokerage, it offers extensive listings and resources for connecting buyers and sellers, which can be useful for those looking for a more hands-on approach.
Inc. Magazine: A reputable publication focusing on entrepreneurship, small businesses, and business growth. Offers valuable articles, advice, and insights on various aspects of business, including buying and selling, though not a direct service provider.
Entrepreneur.com: Similar to Inc. Magazine, Entrepreneur.com provides a wealth of information, articles, and guides for entrepreneurs. It covers topics from starting a business to scaling and eventually selling it.
LinkedIn: The professional networking platform can be an excellent resource for connecting with business brokers, M&A advisors, and potential buyers/sellers. It allows for direct networking and due diligence on individual professionals in the field.

Find detailed reviews on Trustpilot, Reddit, and BBB.org, for software products you can also check Producthunt.

IMPORTANT: We have not personally tested this company’s services. This review is based solely on information provided by the company on their website. For independent, verified user experiences, please refer to trusted sources such as Trustpilot, Reddit, and BBB.org.

Table of Contents

Playbookadvisory.com Review & First Look

Playbookadvisory.com presents itself as a specialized business brokerage firm, focusing on the confidential sale of small to mid-sized businesses, particularly within the Chicago metropolitan area, though they also serve national clients.

Upon initial inspection, the website appears professional and well-structured, providing a clear overview of the services offered.

The primary value proposition revolves around their claimed expertise in managing complex business transactions with a strong emphasis on discretion and client confidentiality.

Initial Impressions and Website Navigation

The site offers a clean, modern design, which aids in user navigation.

Key information such as “About Us,” “Reviews,” and contact details are readily accessible.

The homepage immediately highlights their core service: “We sell your business Confidentially.” This direct approach is effective in communicating their specialty.

However, while the navigation is straightforward, a deeper dive reveals areas where transparency could be enhanced to align with comprehensive ethical standards, especially in a sector that involves significant financial transactions.

Stated Expertise and Track Record

Playbook Advisory asserts a significant track record, stating they have “successfully listed and sold over $150 million in the past eight years” and “over $100 million since our founding in 2016.” These figures, while impressive, are presented without direct, verifiable third-party audits or granular breakdown, which is common in the brokerage industry but can leave room for interpretation.

For instance, specific industries they’ve served include manufacturing, distribution, retail, business services, and technology, demonstrating a broad spectrum of experience.

Playbookadvisory.com Cons

While Playbookadvisory.com presents a polished front, a critical review reveals several areas where the website falls short in providing comprehensive transparency and adherence to what could be considered ideal ethical practices in business brokerage. Unlcloud.com Review

These omissions can impact a potential client’s ability to make fully informed decisions.

Lack of Detailed Fee Structure

One of the most significant drawbacks is the absence of a transparent fee structure.

While the website mentions “Sellers incur no upfront costs,” it does not explicitly detail the success fees or commissions charged upon the sale of a business.

In ethical business dealings, especially those involving significant financial transactions, clarity on all costs is paramount from the outset.

This lack of upfront information can lead to misunderstandings or unpleasant surprises later in the process.

Absence of Regulatory Compliance Information

The website does not prominently display any information regarding relevant licenses, certifications, or regulatory body affiliations.

For a business brokerage operating in a regulated financial environment, this information is crucial for establishing credibility and trustworthiness.

Potential clients should be able to easily verify that the firm adheres to all necessary legal and ethical standards within the industry.

For example, knowing if they are members of the International Business Brokers Association IBBA or relevant state brokerage associations would add significant confidence.

Limited Information on the Selling Process

While the site broadly discusses services like “marketing, due diligence, and valuation departments,” it lacks a detailed, step-by-step breakdown of the typical business selling process from their perspective. Vapemantra.com Review

A clear roadmap outlining client responsibilities, timelines, and expected milestones would greatly benefit potential sellers.

This transparency would also demonstrate a structured and professional approach, reassuring clients about the complexities involved.

Lack of Performance Metrics Verification

The stated “over $150 million in the past eight years” and “over $100 million since our founding in 2016” are impressive figures.

However, the website does not provide any verifiable third-party audits or detailed reports to substantiate these claims.

While testimonials are provided, they are client-centric and do not offer a granular breakdown of transaction types, sizes, or success rates beyond general numbers.

This lack of independent verification can raise questions about the true scale and success of their operations.

No Clearly Defined ‘About Us’ Beyond Founder

The “About Us” section provides some background on the founder, Jim Peddle, and his experience.

However, it lacks comprehensive information about the broader team, their qualifications, or the company’s organizational structure.

Understanding the full scope of the team involved in transactions, their specific expertise, and their individual track records would further build trust and confidence in the firm’s collective capabilities.

User Experience Deficiencies

While generally navigable, the website has some minor user experience issues. Thewhitetuskstudios.com Review

For instance, the “Keep up to date on listings” link is a mailto: link, which is less ideal for managing subscriptions compared to a dedicated email signup form or newsletter service.

Additionally, while some testimonials link to external Google Reviews or company websites, not all do, making comprehensive external verification slightly less streamlined.

Playbookadvisory.com Alternatives

When considering options for selling or acquiring a business, it’s prudent to explore a range of ethical alternatives that prioritize transparency, clear communication, and robust support.

These alternatives, while varied in their approach, offer valuable resources and platforms for business owners.

1. SCORE

Key Features: Free, confidential business mentoring by experienced volunteers, workshops, and online resources.
Price: Free.
Pros: Highly reputable non-profit, personalized advice, extensive network of retired executives with diverse industry knowledge. Focuses on education and empowerment rather than transaction fees.
Cons: Not a brokerage. they provide guidance, not direct transaction facilitation. You will need to take the initiative to apply their advice.
Use Case: Ideal for business owners who want to understand the selling process better, refine their business for sale, or seek general business guidance before engaging a broker.

2. Small Business Administration SBA

Key Features: Provides extensive resources for small businesses, including access to capital, counseling, and training. Offers guidance on selling a business, succession planning, and connecting with lenders.
Price: Varies, many resources are free or low-cost.
Pros: Government-backed, reliable information, access to various programs and financing options e.g., SBA loans for buyers, comprehensive guides on business transitions.
Cons: Not a direct brokerage service. primarily a resource and information provider. Navigating all their programs can be complex.
Use Case: Excellent for general business advice, understanding financing options for potential buyers, and accessing official governmental resources for business operations and transitions.

3. BizBuySell

Key Features: The largest online marketplace for businesses for sale, with thousands of listings. Offers tools for valuation, business search, and connecting buyers and sellers directly or through brokers.
Price: Listing fees for sellers. free for buyers to browse. Brokerage fees apply if using a broker listed on the platform.
Pros: High visibility for listings, comprehensive database, useful resources and articles on buying/selling. Allows for direct engagement or working with a broker.
Cons: Can be overwhelming due to the sheer volume of listings. Requires a proactive approach from both buyers and sellers. While a marketplace, it doesn’t replace the full service of a dedicated broker.
Use Case: For business owners who want broad exposure for their listing or buyers looking to browse a wide range of opportunities. Can be used in conjunction with a professional broker.

4. International Business Brokers Association IBBA

Key Features: A professional association for business brokers, offering a directory of certified business intermediaries CBIs. Members adhere to a code of ethics and professional standards.
Price: Brokers pay membership fees. finding a broker through their directory is free.
Pros: Provides access to a network of qualified, often certified, business brokers. Brokers in this association typically adhere to higher professional standards.
Cons: Not a direct service provider, but a directory. You still need to vet individual brokers.
Use Case: For business owners seeking a certified and reputable business broker who is part of a recognized industry body.

5. Reputable Local M&A Advisory Firms

Key Features: Specialized firms focusing on mergers and acquisitions, often dealing with larger or more complex transactions than typical small business sales. Offer comprehensive services including due diligence, valuation, deal structuring, and negotiation.
Price: Success fees, retainers, or a combination. typically higher fees than small business brokers due to complexity.
Pros: Deep expertise in complex financial structures, extensive network of institutional buyers, highly professional and specialized.
Cons: Often cater to larger transactions e.g., $5M+ in revenue/EBITDA. May not be suitable for very small businesses.
Use Case: For owners of mid-market businesses or those with complex structures seeking highly specialized M&A expertise. Research local firms through professional networks like LinkedIn or through referrals.

6. Trustpilot / Google Reviews / Better Business Bureau BBB

Key Features: Platforms for customer reviews and business ratings. While not alternatives to a broker, they are crucial tools for vetting brokers and advisory firms.
Price: Free to use.
Pros: Provides real-world feedback from other clients, helps identify potential red flags or consistent positive experiences, contributes to due diligence.
Cons: Reviews can be subjective. need to read multiple reviews and look for patterns. Not all businesses are listed or have extensive reviews.
Use Case: Essential for doing your homework on any business broker or M&A advisor you consider. Always check multiple review platforms.

7. Professional Networking and Referrals

Key Features: Leveraging your existing professional network accountants, lawyers, industry peers for recommendations.
Pros: Often leads to highly trusted and vetted professionals who have a proven track record with people you know.
Cons: Limited to your network. may not provide the broadest selection.
Use Case: One of the most reliable ways to find a reputable advisor. Always ask your trusted professional contacts for recommendations before seeking out firms independently.

How to Approach Business Brokerage Ethically

Engaging with a business broker or M&A advisor is a significant decision.

For ethical and successful outcomes, especially from an Islamic perspective, transparency, fair dealing, and clear communication are paramount.

Importance of Clear Contracts and Disclosures

Any agreement with a business broker must be clear, unambiguous, and fully disclosed. This includes the commission structure, success fees, what constitutes a “successful sale,” and any other potential costs. Avoid contracts with hidden clauses or terms that are not fully explained and understood. Sharia principles emphasize clarity in contracts to avoid gharar excessive uncertainty and maysir gambling or speculative risk.

Avoiding Interest-Based Financing Riba

When selling or acquiring a business, ensure that any financing arrangements for the transaction whether for the buyer or for the seller if they are providing financing are free from riba interest. This means avoiding conventional loans that charge interest. Explore Sharia-compliant financing options, such as Murabaha cost-plus financing, Musharakah partnership, or Mudarabah profit-sharing, if applicable for business acquisitions or related capital needs.

Due Diligence and Transparency in Information Exchange

Both the seller and the broker have a responsibility to conduct thorough due diligence and ensure all financial and operational information presented is accurate and truthful.

Misrepresentation or withholding critical information is unethical and can lead to severe consequences. Kouponier.com Review

This includes clearly stating any liabilities, ongoing legal issues, or significant operational challenges of the business.

Fair Valuation and Negotiation

The negotiation process should be based on a fair and reasonable valuation of the business, considering market conditions, assets, liabilities, and future projections.

While a broker aims to maximize the sale price for their client, the process should not involve deception or manipulation.

Ethical negotiation involves honest representation and a willingness to find a mutually agreeable solution for both parties.

Confidentiality and Trust

Maintaining confidentiality throughout the selling process is crucial.

A trustworthy broker will have robust systems in place to protect sensitive business information.

However, sellers should also be cautious about disclosing proprietary information prematurely and ensure non-disclosure agreements NDAs are in place when necessary.

playbookadvisory.com Pricing

One of the most significant pieces of missing information on the Playbookadvisory.com website is a transparent and detailed pricing structure. While the site explicitly states, “Sellers incur no upfront costs,” this only addresses one aspect of the overall cost involved in selling a business through a brokerage. The standard industry practice for business brokers involves charging a commission, or a success fee, upon the successful sale of a business. This commission is typically a percentage of the final sale price.

Typical Business Broker Commission Structures

In the United States, business broker commissions commonly range from 10% to 12% for businesses with a sale price up to $1 million. For larger transactions, the percentage may decrease incrementally, sometimes following a sliding scale e.g., 10% on the first $1 million, 8% on the next $1 million, etc.. Some brokers may also have a minimum fee, regardless of the sale price, to ensure their time and resources are covered.

The Problem with Undisclosed Pricing

The absence of any mention of this commission structure on Playbookadvisory.com’s homepage is a notable omission. Beyondlimitscharity.org.uk Review

Ethical business practices dictate that all potential costs and fees should be clearly communicated to prospective clients from the very beginning.

Without this crucial information, clients are left to speculate or must inquire directly, which can be perceived as a lack of transparency.

This omission is particularly concerning in a high-value transaction environment like business sales, where clarity around financial commitments is paramount.

What to Expect and How to Clarify

Prospective clients contacting Playbook Advisory should be prepared to ask specific questions about their commission rates, any minimum fees, and when these fees are due.

It is essential to get these terms in writing before signing any engagement agreement.

A reputable broker will be upfront and willing to discuss their fee structure in detail.

The lack of this information online suggests that it is only disclosed during a direct consultation, which might be a strategic choice but less than ideal for initial transparency.

playbookadvisory.com vs. Competitors

When evaluating Playbookadvisory.com against its competitors, especially in the context of business brokerage services, several factors come into play, including transparency, scope of services, and market positioning.

While direct feature-by-feature comparisons are difficult without more detailed information from Playbook Advisory itself, we can highlight general differences and what to look for when comparing brokerage firms.

Transparency and Disclosure

Playbookadvisory.com: As noted, the website notably lacks detailed pricing information success fees/commissions and specifics on regulatory compliance or association memberships like IBBA. While it emphasizes confidentiality for clients, it could improve its own transparency in terms of operational details.
Competitors e.g., IBBA-affiliated brokers, larger M&A firms: Many reputable brokers, especially those affiliated with professional bodies like the IBBA, often highlight their certifications and affiliations on their websites. While not always displaying exact fee percentages publicly as these can be negotiated, they generally provide a clearer framework of how they charge and what their process involves early in the consultation. Larger M&A firms often have extensive “About Us” sections detailing their team’s credentials and specific transaction experience.

Scope of Services

Playbookadvisory.com: Focuses specifically on the “confidential sale of small to mid-sized businesses” across specific industries manufacturing, distribution, retail, business services, technology. Their emphasis is on the selling process, though they also mention assisting buyers. They claim to offer marketing, due diligence, and valuation departments.
Competitors:
- Small Business Brokers: Similar to Playbook Advisory, often specialize in smaller transactions, emphasizing confidentiality and buyer/seller matching. The difference often lies in regional focus, industry niche, and the level of personalized service. Some may offer more formalized buyer representation services.
- M&A Advisory Firms: Tend to handle larger, more complex transactions often $5M+ in enterprise value. Their services are typically more comprehensive, including strategic advisory, complex deal structuring, sophisticated financial modeling, and extensive due diligence. They often have larger teams with specialized expertise in finance, law, and specific industries.
- Online Marketplaces e.g., BizBuySell: These platforms act as a listing service, connecting buyers and sellers directly or through brokers. They offer broad visibility but do not provide the hands-on advisory services of a brokerage firm. They can be a good tool for brokers but are not direct service competitors in the same way a full-service broker is.

Market Positioning and Niche

Playbookadvisory.com: Positions itself as a “trusted team of experienced Business Brokers” with a strong emphasis on “confidentiality” and a proven track record of closed deals since 2016. Their primary focus is the Chicago market with national reach.
- Some brokers may specialize even more narrowly by industry e.g., only tech businesses, only healthcare practices or by transaction size e.g., “Main Street” businesses vs. lower-middle market.
- Others might differentiate by their network size, speed of transaction, or a more aggressive marketing approach.
- The “trusted advisor” claim is common across the industry, so firms need to back it up with tangible proof, such as certifications, a strong client list, and verifiable success metrics.

In summary, Playbookadvisory.com appears to be a legitimate business broker with a stated focus on confidentiality and experience in the Chicago market. Empirecompetitions.com Review

However, for a potential client, especially one seeking full transparency and comprehensive ethical adherence, they would need to actively seek out more detailed information on pricing, regulatory compliance, and team specifics compared to what is readily available on the website of some competitors.

Clients should always compare multiple options and conduct thorough due diligence, including asking direct questions about all aspects of the engagement.

How to Cancel Playbookadvisory.com Subscription

The concept of “canceling a subscription” typically applies to recurring services or software platforms. Based on the information available on their homepage, Playbookadvisory.com operates as a business brokerage service, which is a transactional service rather than a subscription-based model. Clients engage their services for a specific purpose: to sell or acquire a business. Therefore, there isn’t a “subscription” in the traditional sense to cancel.

Ending an Engagement with a Business Broker

If you have engaged Playbook Advisory to sell your business, your relationship would be governed by a formal engagement agreement or listing agreement. This agreement outlines the terms of their service, including the duration of the engagement, the commission structure, and importantly, the conditions under which either party can terminate the agreement.

To “cancel” or terminate your relationship with Playbook Advisory, you would need to:

Review Your Agreement: Carefully read the engagement or listing agreement you signed with Playbook Advisory. Look for clauses related to “termination,” “cancellation,” “duration,” or “exit clauses.” These sections will outline:
- The notice period required for termination e.g., 30, 60, or 90 days.
- Any penalties or fees associated with early termination.
- Conditions under which the agreement might be automatically renewed or extended.
- Any rights the broker retains, such as the right to a commission if a buyer they introduced subsequently purchases the business after the agreement ends often called a “tail” or “exclusion period”.
Provide Written Notice: Most agreements require written notice of termination. Send a formal letter or email to Playbook Advisory, specifically Jim Peddle as he is the primary contact listed, stating your intention to terminate the agreement as per the terms outlined in your contract. Keep a record of this communication, including the date sent and confirmation of receipt.
Address Any Outstanding Obligations: Ensure you understand any outstanding obligations you might have, such as reimbursing expenses if applicable in your agreement or acknowledging the broker’s efforts in introducing potential buyers.
Confirm Termination: Request a written confirmation from Playbook Advisory that the agreement has been terminated and that all obligations have been met.

What if You Haven’t Signed an Agreement?

If you have only had initial consultations with Playbook Advisory but have not yet signed a formal engagement agreement, then there is no “cancellation” necessary. Yatharthmarketing.com Review

You are simply free to pursue other options as no formal contractual relationship has been established.

Conclusion on “Cancellation”

In essence, dealing with a business brokerage like Playbookadvisory.com is about managing a service contract, not a recurring subscription.

The process of disengaging is governed by the specific terms of the signed agreement between you and the firm.

Always prioritize clear communication and adherence to contractual terms to ensure a smooth transition.

How to Cancel Playbookadvisory.com Free Trial

Based on the information provided on the Playbookadvisory.com homepage, there is no mention of a “free trial” being offered for any of their services.

Their business model is centered around providing a professional service for the confidential sale and acquisition of businesses, which typically involves a contractual engagement rather than a trial period.

Understanding Playbook Advisory’s Service Model

Playbook Advisory describes itself as “Business Brokers” and “M&A Experts” who facilitate the sale of businesses. Their key offerings include:

Confidential sale of small to mid-sized businesses.
Services like marketing, due diligence, and valuation.
Guidance through legal and lending processes.
A “no upfront costs” policy for sellers.

These services are high-value, complex transactions that don’t lend themselves to a “free trial” model commonly seen in software or online services. Instead, the typical engagement begins with a consultation to assess the client’s needs and determine if there’s a fit, followed by a formal engagement agreement or listing agreement if both parties decide to proceed.

What Might Be Misinterpreted as a “Trial”?

It’s possible that a “confidential consultation,” which is explicitly offered by Jim Peddle, could be informally perceived as a “trial” by some users.

However, these consultations are standard practice in professional service industries to: Kiakiaprint.com Review

Allow the prospective client to understand the services offered.
Enable the broker to assess the business and its saleability.
Discuss initial strategies and potential valuations.
Outline the terms of potential engagement, including fees.

These consultations are usually non-binding and do not initiate a service agreement or a trial period.

No “Cancellation” Mechanism for a Non-Existent Trial

Since Playbookadvisory.com does not advertise or operate with a free trial, there is no specific process or mechanism for “canceling” one.

If you have had a consultation and simply decide not to proceed with their services, no formal action is required to “cancel” anything.

You are simply choosing not to move forward with a full engagement.

If you are a prospective client who has had an initial discussion, and you decide not to use their services, the most courteous approach would be to inform them of your decision, but it is not a formal “cancellation” in the sense of a trial.

Playbookadvisory.com Testimonials

The Playbookadvisory.com website prominently features a “Reviews” section with multiple testimonials from past clients.

These testimonials are a crucial component of their marketing strategy, aiming to build trust and demonstrate a proven track record.

They highlight the positive experiences of business owners and even a buyer and an attorney who have worked with Jim Peddle and Playbook Advisory.

Analysis of Testimonials

The testimonials provided on the website offer several common themes that Playbook Advisory wishes to emphasize:

Professionalism and Perseverance: Clients commend Jim Peddle for his professionalism and ability to navigate complex sales processes, “overcoming all the typical challenges of a negotiation.” Roberto Gomez
Ease of Process: For some, the process was made “easier than I could have ever expected,” with guidance through “every aspect.” Darren Seefeldt This suggests a hands-on approach from the broker.
Maximizing Return: Testimonials often mention “getting the most return on my investment,” indicating success in achieving favorable sale prices for clients. Darren Seefeldt
Effective Communication: Clients appreciate the “excellent communication facilitation” and “great ongoing communication regarding the process and status of the deal throughout.” Steve Piper, Kim M. This is vital in complex transactions.
Helpfulness to Both Parties: Notably, one testimonial from a buyer states Jim was “great to work with for me, the buyer, as well,” highlighting his ability to facilitate a fair process for both sides. Steve Piper
Hands-on Approach: “He has a hands on approach and doesn’t push the work off to others like most business brokers.” Kim M. This suggests a more personalized service.
Speed of Sale: One client mentions “Within about 30 days I had the first offer and we closed with the first offer buyer rather quickly.” Kim M. This indicates efficiency in some cases.

Verification of Testimonials

Playbookadvisory.com makes an effort to provide some level of external verification for these testimonials: Proffecy.com Review

Roberto Gomez CDM Foods: Links to a press release from Lipari Foods regarding their acquisition of CDM Foods. This provides strong third-party validation for the transaction.
Darren Seefeldt Good Steward Management: Links to the Good Steward Management website. While this doesn’t directly verify the testimonial content, it shows the business exists.
Steve Piper Elegant Presentations: Mentions a “Google Review” and links to Elegant Presentations’ website.
Markus May Attorney: Mentions “Google Review” and links to a Google search for his attorney profile.
Kim M. Business Owner & Seller: This testimonial does not provide an external link or a full name for direct verification, which is a minor point of improvement for full transparency.

Overall, the testimonials section is well-presented and attempts to provide some external validation, which adds credibility.

The consistent positive feedback across various aspects of the brokerage process, from communication to achieving sale goals, paints a favorable picture of Playbook Advisory’s client satisfaction.

However, prospective clients should still conduct their own due diligence, perhaps by searching for additional reviews on platforms like Trustpilot where Playbook Advisory mentions a “Trust Pilot Review” but doesn’t provide a direct link from the main testimonial section.

FAQ

What is Playbookadvisory.com?

Playbookadvisory.com is a business brokerage firm specializing in the confidential sale of small to mid-sized businesses, primarily in the Chicago area but also nationally, offering services like valuation, marketing, and negotiation.

What services does Playbookadvisory.com offer?

Playbookadvisory.com offers comprehensive services for selling a business, including business valuation, confidential marketing, due diligence assistance, and guidance through legal and lending processes for sellers and buyers.

Is Playbookadvisory.com a legitimate business?

Based on the information presented on their website, Playbookadvisory.com appears to be a legitimate business brokerage firm with listed contact information, testimonials, and details about their founder and services.

What industries does Playbookadvisory.com specialize in?

Playbookadvisory.com specializes in various industries, including manufacturing, distribution, retail, business services, and technology.

Does Playbookadvisory.com charge upfront fees to sellers?

No, Playbookadvisory.com states that sellers incur no upfront costs for their services.

Their compensation model is typically a success-based commission upon the sale of a business.

How much does Playbookadvisory.com charge for its services?

While the website states no upfront costs for sellers, the specific commission percentage or success fee charged by Playbookadvisory.com upon a successful sale is not disclosed on their homepage and would need to be discussed during a direct consultation. Egerd.com Review

Who is the founder of Playbookadvisory.com?

The founder and president of Playbookadvisory.com is Jim Peddle, who is also listed as the primary contact for confidential consultations.

How long has Playbookadvisory.com been in business?

Playbookadvisory.com claims to have successfully listed and sold over $100 million in businesses since its founding in 2016, with Jim Peddle assisting clients since 2011.

Does Playbookadvisory.com have testimonials?

Yes, Playbookadvisory.com features a dedicated “Reviews” section on its website, showcasing multiple testimonials from satisfied clients, some with external links for verification.

Does Playbookadvisory.com help with business acquisitions as well?

Yes, while their primary focus is selling businesses, the website also mentions assisting clients who are looking to buy a business in Illinois or elsewhere.

How confidential is Playbookadvisory.com’s process?

Playbookadvisory.com heavily emphasizes confidentiality as a core principle, prioritizing a discreet and smooth sales process for their clients.

Where is Playbookadvisory.com located?

Playbookadvisory.com is based in Chicago, specializing in the Chicago area market, but also serves clients nationally.

Does Playbookadvisory.com offer a free trial?

No, Playbookadvisory.com operates as a business brokerage service and does not offer a “free trial” in the traditional sense, but they do offer confidential consultations.

How do I contact Playbookadvisory.com for a consultation?

You can contact Playbookadvisory.com by calling Jim Peddle directly at 312-525-9622 or by emailing [email protected] for a confidential consultation.

What is a business broker’s role in selling a business?

A business broker, like Playbookadvisory.com, acts as an intermediary between sellers and buyers, assisting with valuation, marketing the business confidentially, screening buyers, facilitating negotiations, and guiding the transaction through due diligence to closing.

Are there any regulatory bodies for business brokers?

Yes, reputable business brokers often belong to professional organizations like the International Business Brokers Association IBBA, which sets ethical standards and offers certifications. Glxparts.com Review

Playbookadvisory.com’s website does not explicitly state such affiliations.

How do I terminate an agreement with Playbookadvisory.com?

Terminating an agreement with Playbookadvisory.com would involve reviewing the engagement or listing agreement you signed, providing written notice as per its terms, and addressing any outstanding obligations, as it’s a service contract, not a subscription.

What kind of businesses does Playbookadvisory.com sell?

Playbookadvisory.com specializes in selling small to mid-sized businesses across various sectors including manufacturing, distribution, retail, business services, and technology.

Does Playbookadvisory.com assist with legal matters?

Yes, Playbookadvisory.com mentions having an extensive network that includes qualified transaction attorneys, guiding clients through legal matters such as reps and warranties, hold-backs, and lender document processes.

How does Playbookadvisory.com market businesses for sale?

Playbookadvisory.com states it provides resources like marketing departments to effectively market businesses for sale, though specific strategies are likely discussed confidentially with clients.