Auxo Firm Directory · Independent Research Profile

Amerivest Group

Amerivest Group is the public-facing name and registered trademark of Amerivest Business Brokers, Inc. The firm publicly describes sell-side brokerage, buy-side acquisition support, valuation guidance, confidential marketing, buyer screening, diligence coordination, negotiation, and closing support.

Key takeaway

What stands out about Amerivest Group

Amerivest Group publicly presents a business brokerage and M&A advisory model serving Florida business owners and nationwide M&A engagements. Its stated criteria include businesses ranging from $1M to $40M+ in revenue for broader advisory work and M&A transactions of $5M and above in enterprise value.[1][2][3][4][6]

What does Amerivest Group do?

Amerivest Group is the public-facing name and registered trademark of Amerivest Business Brokers, Inc. The firm publicly offers business brokerage and M&A advisory services, including sell-side representation, buy-side acquisition support, valuation guidance, confidential marketing, buyer screening, diligence coordination, negotiation, and closing support. Its stated M&A advisory criteria cover transactions of $5M and above in enterprise value, while broader advisory work includes businesses ranging from $1M to $40M+ in revenue.[1][3][4] Amerivest publicly describes sell-side business brokerage and buy-side acquisition support. Its stated services include valuation guidance, confidential marketing, buyer screening, due-diligence coordination, negotiation, and closing support. For larger transactions, the firm describes opinion-of-value and preparation, confidential buyer development, screening and negotiation, diligence coordination, and closing.[3][4]

Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.

Public size / criteria information
Amerivest states that its broader advisory work includes businesses ranging from $1M to $40M+ in revenue. Its M&A advisory criteria specify transactions of $5M and above in enterprise value for sell-side and buy-side engagements.[1][4]

What should a business owner evaluate before hiring Amerivest Group?

An owner evaluating Amerivest can clarify how the proposed engagement applies the firm’s publicly described valuation, confidential marketing, buyer-screening, diligence, negotiation, and closing services. The official sellers page does not publish a universal commission percentage, minimum fee, retainer, expense schedule, tail period, or termination-fee schedule, so those commercial terms should be requested directly. The transaction archive also does not consistently disclose closing dates, legal party names, consideration structure, financing terms, EBITDA, revenue, or final purchase price; owners may therefore wish to ask how comparable transactions are characterized and what valuation support will be provided. The M&A advisory page does not state a universal post-closing ownership duration or transition-period policy.[3][4][6]
01

What is the proposed fee structure, including any retainer, success fee, minimum fee, reimbursable expenses, tail period, and termination provisions

The official sellers page does not publish a universal brokerage commission percentage, minimum fee, retainer, expense schedule, tail period, or termination-fee schedule.[3]
02

Which legal entity signs the engagement and which licensed individuals will be responsible for the assignment

Amerivest Group is the public-facing name and registered trademark of Amerivest Business Brokers, Inc., while Florida DBPR lists the corporation under the Amerivest Group DBA and license CQ1013666.[1][8]
03

Is the engagement exclusive, and how is confidentiality handled with strategic, private-equity, search-fund, and individual buyers

Amerivest publicly describes confidential marketing and buyer screening, and identifies strategic acquirers, search funds, private equity, and family offices as buyer types. The sources cited for this profile do not establish the engagement’s exclusivity terms.[3][4]

What size transactions does Amerivest Group handle?

Amerivest’s official past-transactions archive lists an HVAC Company transaction at $12,000,000, described as buy and sell side in Miami. The archive also lists Security Services at $8,000,000, described as buy and sell side with an individual buyer; Electronics Distribution at $8,000,000, described as buy and sell side with a private-equity buyer in Delray Beach; and Preservative Maker and Distributor at $7,000,000, described as buy and sell side in distribution and manufacturing. A separate official press release describes a wholesale nursery transaction listed at $6,299,000, with Amerivest representing both parties and supporting valuation through due diligence and closing.[6][7] The firm publicly describes both sell-side and buy-side engagements. Its M&A advisory criteria specify transactions of $5M and above in enterprise value, and its stated buyer types include strategic acquirers, search funds, private equity, and family offices.[4] Amerivest identifies insurance and financial services, home services/HVAC/trades, agriculture, distribution, and automotive as industries with stated advisory depth. Its wholesale and distribution practice covers electronics, building materials, chemicals, food and beverage, specialty lines, importers, and exporters.[4][5]

What does Amerivest Group publicly disclose about fees and engagement terms?

The official sellers page does not publish a universal brokerage commission percentage, minimum fee, retainer, expense schedule, tail period, or termination-fee schedule. The official past-transactions archive does not consistently disclose closing dates, legal buyer and seller names, consideration structure, financing terms, EBITDA, revenue, or final purchase price for displayed transactions. The official M&A advisory page does not state a universal post-closing ownership duration or transition-period policy.[3][4][6] Florida DBPR lists AMERIVEST BUSINESS BROKERS INC, doing business as Amerivest Group, as a Real Estate Corporation with license number CQ1013666 and status Current, Active. The record shows a licensure date of October 29, 2001 and an expiration date of March 31, 2028. These records establish Florida corporate and real-estate-corporation licensing facts; they do not establish broker-dealer or investment-adviser registration.[8] Amerivest’s publicly described process includes valuation guidance, confidential marketing, buyer development, buyer screening, diligence coordination, negotiation, and closing support. The firm states that its M&A advisory process works with strategic acquirers, search funds, private equity, and family offices.[3][4]

Questions to ask before hiring Amerivest Group

What is the proposed fee structure, including any retainer, success fee, minimum fee, reimbursable expenses, tail period, and termination provisions?
The official sellers page does not publish a universal brokerage commission percentage, minimum fee, retainer, expense schedule, tail period, or termination-fee schedule.[3]
Which legal entity signs the engagement and which licensed individuals will be responsible for the assignment?
Amerivest Group is the public-facing name and registered trademark of Amerivest Business Brokers, Inc., while Florida DBPR lists the corporation under the Amerivest Group DBA and license CQ1013666.[1][8]
Is the engagement exclusive, and how is confidentiality handled with strategic, private-equity, search-fund, and individual buyers?
Amerivest publicly describes confidential marketing and buyer screening, and identifies strategic acquirers, search funds, private equity, and family offices as buyer types. The sources cited for this profile do not establish the engagement’s exclusivity terms.[3][4]
What comparable closed transactions support the opinion of value, and are the cited transaction amounts list prices, purchase prices, enterprise values, or another metric?
The official archive lists transaction amounts and descriptions, while it does not consistently disclose consideration structure, EBITDA, revenue, or final purchase price. A separate wholesale nursery release describes the amount as a listed price.[6][7]
What buyer-screening and proof-of-funds procedures are used?
Amerivest publicly describes buyer screening and identifies multiple buyer categories in its M&A advisory process; the cited claims do not specify proof-of-funds procedures.[3][4]
What post-closing transition, seller financing, earnout, escrow, working-capital, or rollover-equity terms are typically considered?
The official M&A advisory page does not state a universal post-closing ownership duration or transition-period policy, and the transaction archive does not consistently disclose financing terms or consideration structure.[4][6]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Identity / organization record
  3. Services / capabilities
  4. Services / capabilities
  5. Industry focus
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
  8. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

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