A Different Kind of M&A Advisory Firm

We represent California business owners selling companies valued under $10 million — and we work one side of the transaction only.

What Sets Us Apart

Sell-side only

Every process and every relationship is oriented around one outcome: the best result for the owner we represent. We do not take money from buyers.

Financial depth

Recasting financials, structuring earnouts, negotiating purchase agreements. Investment banking discipline rather than brokerage habits.

Confidential

Your employees, customers and competitors do not need to know your business is for sale. We control what is released, and when.

Aligned

We are paid when your deal closes. Our interests match yours from the first conversation to the final signature.

Our approach

A valuation is meaningless if we cannot actually deliver a transaction, so every plan starts from the probability of closing
Behind the firm is a network with real transactional experience on both sides of the table, as buyers and as sellers
Based in Pasadena, working with owners across California and the western United States

Selling in California

Most advice about selling a business is written for a national audience, and it misses the parts that cost California owners money — the tax treatment, the bulk sale notice, the withholding at closing. We cover all of it in selling a business in California.