Contact Broker

1138 Virginia Way,
La Jolla, California 92037
(View Map)
About the Company
There are overlooked differences between "transactional" and "consultative" business brokers — and not knowing those differences can cost you thousands of dollars. You want a proven advisor . . .?
?
A Consultative Broker with a proven system to maximize the value you'll get when you sell
Consultative Broker with preferred access to qualified buyers
Track record of success with other businesses in your industry — and able to sell for higher than expected. (We have participated in 100+ successful sales at maximum multipliers.)
Proven framework combined with one-on-one consulting on how to tell the right story
Deep accounting/CPA experience
Deep analysis and understanding of your needs, current market conditions and enhanced ability to help you — even if you aren't prepared or positioned to sell immediately.
Broker Biography
Introduction
We see your business through the "lens" of a buyer to maximize your value.
We are not simply focused on the transaction, we are more of a consultative broker. We will help you increase your value if you are not ready to sell today.
We also help you understand who the best buyer is, whether that's a partner, employee, family member, or an external party. Then we help position your business and execute the transaction so we can get the best exit for you.
Call us today for an exit assessment - 619.333.6296.
Services Provided
Business Brokering
Broker's Opinion of Value
M&A
Exit Advising
Value Consulting
Areas Served
Licensed In
- California — License number 01992129
Professional Affiliations
MBA - Dartmouth Tuck School of Business
Former CPA
CEPA - Certified Exit Planning Advisor
Business For Sale Listings
Cash Flow: $78,000
San Diego Co., CA Agent: Jordi Lanatta
View Details Landscaping and Gardening Business For Sale
A locally rooted landscaping and garden services provider based in Coastal San Diego, specializing in transforming outdoor spaces into personalized, inviting environments. Catering to neighborhoods such as Encinitas, Cardiff, Leucadia, La Jolla, Birdrock, Clairemont, Bay?Ho, Bay?Park, Pacific Beach, Mission Beach, Ocean Beach, and Point Loma (with flexibility to expand), this company emphasizes both aesthetic enhancement and practical maintenance for residential gardens and yards. 30 qualified/paying/returning customers who pay a premium price for Fine Gardening Maintenance, serviced at least once a month, creating steady reoccurring revenue for the business. The owner is looking to move out of state, and this is the perfect time for a new owner to reap the benefits of more consistent sales and growth. Great opportunity for someone looking to get into the private gardening and landscaping business or would like to grow their Less
Cash Flow: $150,000
San Diego Co., CA Agent: Jordi Lanatta
View Details Bookkeeping & Accounting Franchise for Sale
A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing businesses. Founded by a seasoned CPA with over two decades of experience, the firm offers customized financial solutions across a variety of industries, including healthcare, legal, life sciences, and hospitality.Services include revenue management, accounts receivable, payroll processing, month-end close, and financial analysis. Known for scalable, cost-effective, and high-quality service delivery, the firm enables its clients to focus on growth while maintaining accurate and timely financial reporting.With a team that blends deep technical expertise and a highly personalized approach, the firm builds strong, lasting client relationships and plays a key role in driving long-term business success. Its reputation for client satisfaction Less
Cash Flow: $214,000
San Diego, CA Agent: Jordi Lanatta
View Details Mechatronics Firm Business For Sale
Successful, Mechatronics Firm in Central San Diego County with an excellent reputation and relationships with Nation Wide used Machinery. Their focus on selling, repairing, and providing parts for Machinery, along with an experienced Sales team, allows them to capture revenue from multiple sources.This is a great opportunity for a buyer already in the industry who wants to expand geographically or by adding on services. Or to a buyer looking for a developed opportunity in the Electronics Consulting space. The company’s strengths include its expertise in their field and with highly technical machinery, loyal employees, and client relationships.Sales and profits were on a growth trajectory until 2022. Now the owners have established new sales tactics and added the use of new machinery to allow them to continue growing as they were. A new owner could benefit from coming in before the rewards of these strategic moves are fully Less