Auxo Firm Directory · Independent Research Profile

Business Planning Advisors, Inc

Business Planning Advisors, Inc. identifies Richard A. Zarzecki as Principal and Founder and presents a Florida-focused business brokerage and M&A advisory model. Its stated services include valuation, strategic pricing, buyer screening, diligence and purchase-agreement guidance, negotiation support, and coordination through closing.

Key takeaway

What stands out about Business Planning Advisors, Inc

The firm publicly describes a full-process business brokerage and M&A advisory offering, with a primary seller-service area in South and Central Florida and stated experience across multiple industries. It states that it handles businesses valued from $1 million into the tens of millions, while its sold-business archive lists examples from $2,400,000 to $4,700,000 among the transactions cited here.[1][3][4][6]

What does Business Planning Advisors, Inc do?

Business Planning Advisors, Inc. identifies itself as a Florida M&A advisor and business broker and lists Richard A. Zarzecki as Principal and Founder. The firm publicly offers business-sale advisory, buyer-search support, and valuation services, describing assistance from initial valuation or acquisition search through closing.[1]

For sellers, the stated process includes market-based valuation, strategic pricing, buyer screening, due-diligence and purchase-agreement guidance, and coordination with attorneys, accountants, lenders, private equity groups, venture capital firms, and family offices. For buyers, the firm states that it evaluates business type, geographic area, minimum net income, maximum purchase price, intended owner role, and financial capacity, and provides financing, negotiation, and closing-coordination support.[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
The firm states that it provides expertise on selling businesses from $1 million into the tens of millions. Buyer intake considers business type, geography, minimum net income, maximum purchase price, intended owner role, and financial capacity.[1]

What should a business owner evaluate before hiring Business Planning Advisors, Inc?

An owner evaluating the firm should request the proposed fee and expense structure, exclusivity and termination terms, and any post-termination provisions because these items are not published on the cited selling-a-business page. The owner should also ask how valuation comparables, confidentiality protections, buyer screening, financing review, marketing, and transaction coordination would be handled for the specific engagement. The sold-business archive offers examples of transaction categories and prices, but the cited page does not provide closing dates, seller identities, detailed buyer identities, or detailed financing and consideration terms.[3][6]

01

What commission, retainer, expense reimbursement, minimum fee, exclusivity period, termination right, and post-termination tail apply

The cited selling-a-business page does not publish these fee and engagement provisions.[3]
02

Which comparable transactions support the proposed valuation and asking price

The firm describes market-based valuation and strategic pricing, while its sold-business archive lists transactions across multiple industries and price points.[3][6]
03

How will confidentiality be protected and buyers screened

Buyer screening is part of the firm’s stated seller process; the owner can request the specific confidentiality and screening procedures for the engagement.[3]

What size transactions does Business Planning Advisors, Inc handle?

The firm’s public service descriptions identify valuation, strategic pricing, buyer screening, diligence guidance, and transaction coordination as part of its offering. Its sold-business archive provides examples across several industries, including medical testing and aeromedical, marine-products manufacturing, home-improvement construction, industrial-products distribution, party-goods rental, and automotive.[3][6]

The firm’s stated transaction work covers business sales, acquisition searches, valuation, buyer screening, diligence and purchase-agreement guidance, financing guidance, negotiation support, and coordination through closing.[1][3][4]

The firm’s primary seller-service area is South and Central Florida, including Palm Beach, Martin, St. Lucie, Indian River, Brevard, and Orange counties. It also states a willingness to discuss businesses elsewhere in Florida.[5]

What does Business Planning Advisors, Inc publicly disclose about fees and engagement terms?

The cited businesses-sold page does not publish closing dates for the listed transactions. It identifies buyers with descriptions such as “Private Buyer” and does not publish seller identities or detailed financing and consideration terms. The cited selling-a-business page does not publish a universal commission percentage, minimum fee, expense schedule, exclusivity period, termination right, or post-termination tail provision.[3][6]

The Florida Division of Corporations lists BUSINESS PLANNING ADVISORS INC. as an active Florida profit corporation, document number P09000051341, filed June 5, 2009, with Richard A. Zarzecki listed as director. The firm’s website states that Zarzecki is a licensed business broker in Florida, has been licensed since 2000, and is also a licensed real estate broker.[2][5]

The firm describes a process beginning with valuation or an acquisition search and extending through closing. Seller-facing activities include pricing guidance, buyer screening, diligence and purchase-agreement guidance, and coordination with transaction professionals; buyer-facing activities include intake around financial and operating criteria, financing guidance, negotiation, and closing coordination.[1][3][4]

Questions to ask before hiring Business Planning Advisors, Inc

What commission, retainer, expense reimbursement, minimum fee, exclusivity period, termination right, and post-termination tail apply?
The cited selling-a-business page does not publish these fee and engagement provisions.[3]
Which comparable transactions support the proposed valuation and asking price?
The firm describes market-based valuation and strategic pricing, while its sold-business archive lists transactions across multiple industries and price points.[3][6]
How will confidentiality be protected and buyers screened?
Buyer screening is part of the firm’s stated seller process; the owner can request the specific confidentiality and screening procedures for the engagement.[3]
What percentage of engagements reach closing, and over what period?
The cited businesses-sold page lists selected transactions but does not publish closing dates for those transactions.[6]
Which recent transactions were completed by the firm, on what dates, and with what buyer and financing structures?
The sold-business page lists selected transaction categories, prices, and buyer descriptions, but does not publish closing dates, seller identities, or detailed financing and consideration terms.[6]
Is Richard A. Zarzecki personally responsible for the engagement from valuation through closing?
The firm identifies Zarzecki as Principal and Founder, and its public service description covers work from initial valuation or acquisition search through closing.[1]
What Florida business-broker and real-estate licenses or affiliations are currently active and in which legal entity’s name?
The firm’s website states that Zarzecki is a Florida-licensed business broker and licensed real estate broker, while the corporate registry identifies the legal entity and its director.[2][5]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Structure / regulatory context
  3. Services / capabilities
  4. Services / capabilities
  5. Geography / market coverage
  6. Industry focus
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.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

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