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Heather Schmidt

M&A Advisor | Business Broker | Growth Consultant at Exit Equity

Edmonds, WA Website (425) 462-5819
CEPA®Updated September 2026

About

Heather Schmidt works as an M&A Advisor, Business Broker, and Growth Consultant at Exit Equity. She works from Portland, Oregon, serving clients throughout the Pacific Northwest and beyond. She guides owners from sale preparation through closing, addressing the strategic, financial, and emotional demands of selling. She combines strategic leadership with disciplined project management and guidance throughout the process. She treats exit planning as business strategy, emphasizing resilient companies, strong teams, and owners' choices about their exits. She co-founded Union Square Companies, a multi-unit bakery business serving Boston and the greater Boston area. She built and led the organization, gaining practical insight into growth, profitability, and transferable value. She also works as a Growth Management Consultant with Crews & Co. She holds the Certified Exit Planning Advisor® credential, CEPA®. Outside work, she enjoys trail running through Forest Park, exploring the Oregon coast, and discovering local coffee spots.

Who is a good fit for Heather Schmidt

  • Owners preparing to sell who want guidance from preparation through closing.
  • Founders seeking to strengthen business value and teams before choosing when and how to exit.

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Frequently Asked Questions

Heather Schmidt guides owners throughout the sale process, from preparation through closing. She combines strategic leadership, project management, and guidance through the financial and emotional demands of selling.

Heather Schmidt co-founded Union Square Companies, a multi-unit bakery business in Boston and the greater Boston area. She built and led the organization, developing firsthand insight into growth, profitability, and transferable value.

Heather Schmidt holds the Certified Exit Planning Advisor® credential and works as a Growth Management Consultant with Crews & Co. She treats exit planning as business strategy, focusing on company value, resilience, and strong teams. She emphasizes owners' freedom to choose when and how they exit.

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