Navigating the Journey from Business Value to Legacy
From strategic valuation to successful exits — we help business owners chart the path forward.
From strategic valuation to successful exits — we help business owners chart the path forward.
Years Experience
Providencia Advisors is a boutique M&A advisory and business valuation firm helping owner-founded, privately held businesses navigate growth, transition, and exit.
We provide professional guidance on business sales, succession planning, and business valuations. Whether you're preparing for an exit, transferring ownership, or simply seeking clarity on your company’s value, we act as your trusted advisor through every stage.
We help business owners prepare for and execute successful exits. From positioning and marketing the business to identifying qualified buyers and negotiating favorable terms, we manage the full sale process with confidentiality and care.
We prepare high-quality, USPAP and AICPA compliant valuations used for M&A decision support, shareholder transitions, internal planning, buy-sell agreements, and gift & estate tax planning.
We know what it takes to build something from nothing. We treat your legacy like our own.
5+ years of valuation experience, CFA Charterholder, MBA from Boston College.
We take on only a handful of sell-side mandates per year to ensure senior-level attention and superior outcomes.
Based in South Florida with a buyer network nationwide.
We give back 5% of each success fee to a charitable cause of the seller’s choice, in both our names.
CFA Charterholder | MBA – Boston College | BS – San Diego State University
Ben is the founder of Providencia Advisors and leads all M&A and valuation engagements for the firm. A CFA Charterholder with nearly a decade of experience across valuation, corporate finance, and M&A advisory, Ben is passionate about helping founders unlock the value they’ve built and transition their businesses with confidence and clarity.
MBA – Notre Dame | BS – DePaul University
Nicholi leads business development at Providencia Advisors, with a focus on deal origination and strategic partnerships across M&A and valuation services. Based in Palm Beach Gardens, FL, he brings over 15 years of experience in business development, relationship management, and commercial strategy.
Whether you’re thinking about selling now or planning ahead for the future, we’re here to help.
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