Infinity Business Brokers Research
Overview
Infinity Business Brokers is a Florida-based business brokerage firm headquartered in Lakewood Ranch (Manatee County) that specializes in helping entrepreneurs buy, sell, and evaluate businesses throughout Florida and beyond. Founded over two decades ago, the firm has developed a reputation for professional, personalized service in facilitating small to mid-market business transactions. The firm operates with a client-centric philosophy: they are not the oldest or largest broker, but they focus on being "absolutely one of the best at what we do."
Business Model & Advisory Approach
Infinity Business Brokers operates as a comprehensive business brokerage service provider, distinct from traditional lower-middle-market M&A advisory firms. Rather than focusing exclusively on sell-side advisory for companies in the $25M-$250M enterprise value range, they serve a broader market including small business owners, entrepreneurs exploring franchise ownership, and international investors seeking to establish US-based enterprises. Their approach emphasizes personalized guidance, relationship-building, and meticulous attention to transaction details.
The firm's philosophy centers on understanding each client's unique situation—whether they are retiring business owners seeking maximum value, entrepreneurs making their first acquisition, or investors navigating complex immigration pathways to business ownership. This orientation makes them specialists in the entrepreneurial transition process rather than purely transactional advisors.
Service Lines & Specializations
1. Business Sales & Acquisition
The core service is facilitating the buying and selling of small to mid-market businesses. Infinity brokers have handled transactions across diverse sectors including:
- Restaurants and food service establishments
- Home health care operations
- Retail and e-commerce
- Franchises across multiple categories
- Communication and media businesses
- Professional services
- General retail and hospitality
2. Business Valuation
The firm provides free business evaluation services, carefully considering factors including revenue, EBITDA, customer concentration, competitive landscape, growth trajectory, and industry benchmarks. Their valuation expertise helps sellers understand fair market value before entering the market, ensuring realistic expectations and avoiding underpricing.
3. E-2 Visa & Immigration Services
A unique specialization for Infinity is facilitating business acquisitions for foreign nationals seeking E-2 investor visas. Daniel Dolamic, a licensed broker specializing in E-2 visa requirements, has helped hundreds of international entrepreneurs navigate the visa process while acquiring US businesses. This service requires deep knowledge of:
- USCIS requirements for E-2 visa qualification
- Business valuation meeting minimum investment thresholds
- Industry selection to demonstrate treaty trader/investor status
- Compliance documentation for visa applications
4. Franchise Opportunities
The firm assists clients interested in franchise ownership, helping identify franchise systems that align with their skills, financial capacity, and life goals. This includes access to multiple franchise opportunities with varying investment levels and support structures.
Team & Expertise
The firm employs seven primary brokers, each bringing distinct experience:
Michael Monnot (Business Broker) - The most tenured team member, Monnot has been involved in all aspects of buying, selling, financing, and brokering hundreds of businesses. He has owned multiple businesses himself, giving him operational experience in commercial finance, real estate investment, and financial services. He holds a BBA and is known for meticulous attention to detail and professional follow-up with all transaction elements.
Michael Finley (Business Broker, MBA) - A Marine Corps veteran and Operation Iraqi Freedom (OIF) veteran, Finley brings both leadership discipline and entrepreneurial depth. He has successfully founded and developed multiple businesses and has over 10 years of real estate experience, having participated in over 400 real estate transactions. His MBA complements his hands-on operational experience, enabling sophisticated business strategy and financial analysis. He is noted for comprehensive understanding of the entrepreneurial landscape and unwavering commitment to client success.
Phillip Rizzo (Business Broker) - With 8 years of business sales, mergers, ownership, and acquisitions experience, Rizzo brings operational expertise from owning and operating a successful home health care business. His firsthand knowledge of regulatory compliance, operational management, and client care makes him particularly effective at valuing healthcare and service-based businesses. He is known for fostering trust and guiding complex deals with clarity and precision.
Daniel Dolamic (Business Broker) - Specializing in E-2 visa acquisitions, Dolamic brings unique cross-cultural expertise. He is fluent in German and English, having worked in economic development supporting European companies expanding to the US market. His background uniquely positions him to serve international entrepreneurs with culturally-informed, personalized support.
Steven Moore (Business Broker) - A former US Air Force Computer Engineer and sales executive at Fortune 500 firms including Cisco Systems, Moore brings two decades of high-tech and startup experience. His deep understanding of entrepreneurial mindsets across diverse industries and his organized, systematic approach to deal management make him effective in technology, construction, IT services, and other complex sectors.
Doug Pedersen (Business Broker, CMSBB) - With a B.S. in Accounting and 20+ years as a corporate controller, Pedersen brings financial rigor to transactions. He has personally bought and sold multiple businesses, doubling sales in his first ownership experience. His expertise spans eCommerce, marketing, business services, SaaS, construction, manufacturing, retail, and distribution. He holds CMSBB (Certified Main Street Business Broker) certification.
Andrew Stelmack (Business Broker) - An Air Force veteran and seasoned executive with 15+ years of deep experience managing and closing business transactions, Stelmack brings discipline and integrity. His negotiation skills and market knowledge ensure clients make informed decisions while maximizing financial returns. He specializes in identifying ideal buyers and matching them with sellers' goals.
Industry Focus & Buyer Profile
Infinity's practice spans multiple industry sectors, reflecting their small-business-broker positioning rather than sector specialization:
Restaurants & Food Service - From independent breakfast establishments to food trucks to full-service concepts. Understanding lease economics, labor complexity, and supply chain management.
Home Health & Healthcare Services - Operational home health care businesses, leveraging Phillip Rizzo's direct expertise in the sector. Deep knowledge of Medicare/Medicaid reimbursement, regulatory compliance, and staffing dynamics.
Franchises - Representing franchise resales and new franchise acquisitions across categories. Deep knowledge of franchise agreement structure, royalty/marketing fund economics, and franchisor support capabilities.
Professional Services - Professional practices including accounting, legal, consulting, and marketing firms transitioning ownership or consolidating within larger networks.
Retail & E-Commerce - Traditional retail stores and online sales businesses. Understanding inventory management, customer acquisition economics, and omnichannel operations.
Communication & Media - Publishing, digital media, content services. Understanding audience monetization and digital transformation.
Process & Engagement Philosophy
Infinity's engagement process emphasizes several core principles:
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Fair Valuation First - Before entering the market, sellers receive a comprehensive business evaluation considering all relevant factors. This prevents underpricing and sets realistic expectations.
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Relationship-Based Brokerage - Rather than simply listing businesses for sale, brokers personally preview and pre-qualify potential buyers. This reduces time wasted on unsuitable prospects and improves quality of buyer interactions.
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Comprehensive Professional Support - Brokers work with affiliated attorneys, accountants, and financing specialists to provide full-service transaction support. This creates seamless coordination and reduces friction at closing.
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Post-Closing Support - Unlike transactional brokers, Infinity maintains relationships post-closing, assisting with transition issues and serving as a resource for future business needs.
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Personalized Client Focus - Each transaction receives customized attention based on seller goals (maximize value, rapid exit, specific buyer type) and buyer needs (franchise ownership, investment diversification, industry rollup).
Fee Structure
While specific fee percentages are not published, industry standards for small business brokers typically range from 5-10% of transaction value. Infinity's approach emphasizes transparent pricing—they are known for being upfront about fees and willing to discuss customized arrangements based on transaction complexity and scope.
Transaction Volume & Track Record
Infinity has successfully facilitated hundreds of business transactions across Florida and beyond. While specific closed-deal announcements are limited in public sources (common for small business brokers who prioritize client confidentiality), the firm's tenure in the marketplace, team size, and roster of satisfied client testimonials indicate consistent deal flow and client success.
Clients provide testimonials highlighting:
- Smooth, hassle-free processes
- Fair and accurate business valuations
- Professional pre-qualification of buyers
- Timely communication and transparency
- Expert negotiation on behalf of clients
- Ongoing support beyond closing
Geographic Coverage
Primary operations in Florida (Manatee County, Sarasota/Cape Coral region, Naples) with stated capability to serve clients throughout the state and nationally. The firm has brokers distributed across multiple Florida locations (Lakewood Ranch, Cape Coral, Naples) enabling localized market knowledge while maintaining firm-wide resources.
Not a Fit If
Infinity is not positioned for:
- Complex enterprise M&A transactions in the $100M+ range requiring specialized M&A banking infrastructure
- Public company transactions
- Highly leveraged buyouts requiring sophisticated debt financing
- Cross-border international acquisitions
- Transactions requiring specialized investment banking services (fairness opinions, extensive financial modeling, institutional investor relations)
They are positioned for what they do best: professional, personalized brokerage of smaller business transactions where relationship and process quality matter.
Competitive Positioning
Infinity differentiates through:
- Personal Broker Involvement - Brokers personally preview buyers rather than broadcasting to the market, improving buyer quality
- Financial & Operational Expertise - Team includes accountants, veterans, entrepreneurs, and healthcare specialists who understand deal economics
- E-2 Visa Specialization - Unique capability for international investors seeking to acquire businesses as part of immigration strategy
- Client Relationship Duration - Commitment to pre- and post-transaction client success
- Integrated Services - Access to legal, accounting, and financing partnerships within a coordinated team
Strengths & Market Position
- Established, professional operation with 7+ experienced brokers
- Sector diversity and specialized expertise (healthcare, franchises, visa services)
- Personalized service model focused on client relationship, not transaction volume
- Full-service support from valuation through closing and beyond
- Strong testimonial evidence of client satisfaction
- Unique E-2 visa specialization capturing international entrepreneur market
Strategic Assessment
Infinity Business Brokers serves a different market segment than traditional lower-middle-market M&A advisory firms. Rather than exclusively targeting $25M-$250M enterprise value transactions with institutional-quality process, they serve the broader entrepreneurial population buying, selling, and transitioning smaller businesses. This positioning reflects their core competency: personal relationship-based brokerage with operational expertise across diverse industries.
Their value proposition centers on reducing friction, providing personalized attention, and leveraging broker expertise to maximize outcomes for both buyers and sellers in transactions where relationship quality and process management are the differentiators.