Erika Baez-Grimes
Managing Partner, Founder, Market Leader
Silver Tsunami Transitions, The BPH Group, Vistage Worldwide
Erika Baez-Grimes, CM&AP is a nationally recognized, award winning M&A advisor, SMB investor, and deal maker with more than 15 years of experience leading high stakes negotiations and structuring complex transactions. Erika is proud to have built a reputation for strategic positioning, disciplined negotiation, and maximizing enterprise value.
For the past 6 years, she served as a principal sell side broker within the largest business brokerage organization in the world, earning distinction for delivering premium outcomes for founders and family-owned businesses.
At a pivotal point in her career, Erika transitioned from advisor to owner & founded a boutique advisory platform focused on educating Main Street and lower middle market companies on the preparation, structure, and grit it takes to execute successful transitions. Today, she advises family held businesses and growth minded owners across the globe on valuation strategy, deal structure, buyer positioning, and legacy planning.
In addition to her M&A work, Erika actively invests in small businesses, teaches Entrepreneurship Through Acquisition and Scaling Through Acquisition. She trains entrepreneurs, operators, and investors worldwide on how to acquire, scale, and transition companies using disciplined acquisition frameworks. Her work centers on ownership, leverage, wealth creation through acquisitions, and decisive execution. She has educated and mentored aspiring buyers across multiple cohorts, helping them move from employee to owner.
Erika is also deeply embedded in the Vistage Worldwide Inc. ecosystem. As a market leader, she works closely with CEOs, Key Leaders, and business owners, helping place qualified executives into Vistage peer advisory groups where they gain access to confidential, high-level decision-making forums and peer to peer executive development. She serves as a strategic connector between growth minded CEOs and the Vistage community, strengthening executive networks and elevating leadership capacity internationally.
An entrepreneur at heart, Erika founded a payment processing company in 2014. Following the post pandemic economic shift, she transitioned the CEO role to her husband while remaining strategically involved. To date, the company has helped clients process multi-millions and they continue to achieve steady year over year growth.
Erika’s roles on Main Street, inspired her to dedicate free time to serving various profit and Non-profit organizations.
Currently, she holds 2 board roles with eyes on strengthening the economic landscape in the community. Her work has always sat at the intersection of M&A, valuating, growth, executive leadership, and peer group development. And she will continue to stay committed to helping business owners build enterprise value, execute strategic exits, step into ownership with clarity and confidence and identify CEO communities to help them flourish!