Auxo Firm Directory · Independent Research Profile

Priority Business Brokers

Priority Business Brokers describes a national, two-sided business brokerage and M&A advisory practice. It publicly offers business valuations, while its published seller process covers financial and operational review, confidential marketing materials, buyer screening, LOI and diligence support, transaction-document review, and closing assistance.

Key takeaway

What stands out about Priority Business Brokers

Priority Business Brokers publicly states that it advises both buyers and sellers, can serve companies with $100,000 in annual revenue through companies with revenue in excess of $50,000,000 annually, and offers valuation, sale, M&A, franchising, exit-planning, sourcing, diligence, negotiation, and closing-support services. The cited seller page does not publish a universal brokerage fee percentage, minimum fee, termination fee, or tail-period schedule, and the cited contact page does not state firm-level securities registration, broker-dealer status, investment-adviser registration, or business-broker licensing details.[1][2][3][4][5]

What does Priority Business Brokers do?

Priority Business Brokers identifies itself as a national mergers and acquisitions firm serving business owners, buyers, investors, and franchise-oriented owners. The official contact page identifies R. Jason Barnes as Senior Broker and lists an address in Knoxville, Tennessee.[1][2]

Publicly stated services include business valuations, business sales, mergers and acquisitions, franchising, and exit strategy or succession planning.

For sellers, the published process includes financial and operational review, preparation of a confidential marketing packet or CIM, prospective-buyer screening, deal-structure assistance, LOI review, due diligence assistance, purchase and closing-document review, and closing support. For buyers, the firm states that it sources companies according to geographic and investment criteria, assesses financials and operations, assists with LOI preparation and deal-structure negotiations, plans due diligence, considers financing-arrangement options, prepares purchase documents, and reviews closing documents.[1][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.

RevenuePublicly stated range
Lower published point$100,000
Upper published point$50,000,000

Published criteria: The firm states that it can serve companies with $100,000 in annual revenue through companies with revenue in excess of $50,000,000 annually.[1]

What should a business owner evaluate before hiring Priority Business Brokers?

An owner evaluating Priority Business Brokers can examine a publicly described sell-side process that spans financial and operational review, confidential marketing materials, buyer screening, LOI and diligence support, transaction-document review, and closing support. The firm also publicly offers business valuations and states a broad revenue range and national positioning.

The cited seller page does not publish a universal fee schedule, and the cited contact page does not state firm-level licensing or registration details. An owner should directly clarify current sector experience, geographic execution coverage, fee economics, engagement exclusivity, conflict handling, applicable licensing or registration, buyer-screening procedures, and comparable transaction experience.[1][2][3]

01

What is the current success-fee percentage, minimum fee, retainer, expense policy, termination provision, and tail period

The cited seller page does not publish a universal brokerage fee percentage, minimum fee, termination fee, or tail-period schedule.[3]
02

Is the engagement exclusive, and may the firm represent both a buyer and a seller in the same transaction

The firm states that it works with clients on both the buy side and sell side, while the cited public process does not state engagement-exclusivity or conflict terms.[1]
03

Which recent transactions are comparable by industry, revenue, EBITDA, geography, and deal structure

The public transaction announcement identifies one assignment involving selling shareholders of three companies recapitalized into Flow Service Partners, but it does not name those companies individually or disclose financial terms.[5]

What size transactions does Priority Business Brokers handle?

A June 30, 2021 transaction announcement identified Priority Business Brokers as an advisor to the selling shareholders of three companies recapitalized into Flow Service Partners, a commercial HVACR and plumbing platform operating in Florida and Indiana. The announcement did not name the three companies individually or disclose financial terms.[5]

Priority Business Brokers states that it works with clients on both the buy side and sell side of a transaction. Its published services cover business sales, mergers and acquisitions, franchising, exit strategy and succession planning, buyer sourcing, deal-structure assistance, due diligence, financing-arrangement options, and transaction-document review.[1][4]

The seller page states that the firm’s brokers have experience valuing and selling companies in various industries. That page does not identify a narrow sector specialization.

The firm states that it can serve companies with $100,000 in annual revenue through companies with revenue in excess of $50,000,000 annually.[1][3]

What does Priority Business Brokers publicly disclose about fees and engagement terms?

The cited seller page does not publish a universal brokerage fee percentage, minimum fee, termination fee, or tail-period schedule.

The cited contact page does not state firm-level securities registration, broker-dealer status, investment-adviser registration, or business-broker licensing details.

The cited Flow Service Partners transaction announcement states that financial terms were not disclosed and does not name the three companies recapitalized into the platform individually.[2][3][5]

The official contact page identifies R. Jason Barnes as Senior Broker and provides the firm’s Knoxville contact details. That contact page does not state firm-level securities registration, broker-dealer status, investment-adviser registration, or business-broker licensing details.[2]

The published seller process begins with reviewing financials and operations, developing a confidential marketing packet or CIM, identifying and screening prospective buyers, and assisting with deal structure. It also describes LOI review, due diligence assistance, purchase and closing-document review, and closing support.

The published buyer process describes sourcing against desired geographic and investment criteria, financial and operational assessment, LOI preparation, deal-structure negotiation, due diligence planning, financing-arrangement options, purchase-document preparation, and closing-document review.[3][4]

Questions to ask before hiring Priority Business Brokers

What is the current success-fee percentage, minimum fee, retainer, expense policy, termination provision, and tail period?
The cited seller page does not publish a universal brokerage fee percentage, minimum fee, termination fee, or tail-period schedule.[3]
Is the engagement exclusive, and may the firm represent both a buyer and a seller in the same transaction?
The firm states that it works with clients on both the buy side and sell side, while the cited public process does not state engagement-exclusivity or conflict terms.[1]
Which recent transactions are comparable by industry, revenue, EBITDA, geography, and deal structure?
The public transaction announcement identifies one assignment involving selling shareholders of three companies recapitalized into Flow Service Partners, but it does not name those companies individually or disclose financial terms.[5]
What buyer-screening and proof-of-funds procedures are used?
The seller process states that prospective buyers are screened, but the cited process does not specify proof-of-funds procedures.[3]
Which legal entity signs the engagement letter, and what licenses or registrations apply to the services being provided?
The cited contact page identifies a Senior Broker and provides firm contact details, but does not state firm-level securities registration, broker-dealer status, investment-adviser registration, or business-broker licensing details.[2]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Services / capabilities
  5. Transaction / portfolio evidence
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.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.

Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.