What to Expect on Our First Call:

During our no-cost, no-obligation introductory call, you’ll give me a high-level overview of your business. I’ll explain the sales process and what’s needed to estimate your business’s value. Ideally, I will need to review 3 years of financials (tax returns, profit & loss statements, and balance sheets). If financials are not available, I can still help determine a fair market value using alternative methods.

Finding the Right Buyer – Confidentially:

With more than 100 offices nationwide and over 30 years of experience, our firm has built a deep, active buyer database. I will discreetly market your business or practice to this database and use our advanced strategies, including web, social media, and artificial intelligence to identify the right buyers —without revealing the business name or location. The only prospective buyers who pass through our careful screening process and have signed our NDA and provided proof-of-funds can receive further details.

Closing & Transition:

Depending on the deal structure, you may be asked to stay on temporarily to assist with training or transition. Depending on the complexity of the transaction, the escrow period can range from 2-weeks to 3-months.

Services Include: 

I provide full-service business brokerage solutions for small to mid-sized business owners across California and beyond. Whether you're ready to sell, planning your exit, or just exploring your options, I guide you through every step of the process—from valuation and packaging to marketing, negotiations, and closing.

• Business valuation and pricing strategy

• Confidential marketing and buyer screening

• Negotiation and deal structuring

• Coordination with attorneys, tax planners, CPAs, and lenders

• Exit planning and business readiness consulting

About Me:

Licensed since 2004, I’m a results-driven business broker who specializes in connecting sellers with the right buyers. I’ve built a strong network of private equity groups, business owners, and industry professionals—allowing me to position businesses for maximum value.  As a former entrepreneur who has built, scaled, and successfully exited multiple B2B companies, I understand firsthand what it takes to prepare a business for a successful sale. From valuation and packaging to deal structuring and negotiation, I guide my clients through every step to ensure the best possible outcome.

Selling your business is a major decision. My goal is to make the process strategic, efficient, and rewarding. If you're considering an exit, you need more than a broker—you need someone who brings experience, insight, and a results-oriented approach to the table.