Contact Broker
La Jolla, California
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: $100,000
San Diego Co., CA Agent: Jordi Lanatta
View Details Established Auto Broker Business
Business DescriptionEstablished automotive brokerage and vehicle leasing business available for acquisition. The company specializes in arranging new and Certified Pre-Owned vehicle purchases and leases across all major manufacturers, providing clients with a personalized, concierge-style buying experience. Operating under an asset-light model without the need to maintain vehicle inventory, the business has earned an exceptional reputation through three plus decades of repeat customers and referral-driven growth. Strong relationships with dealers, lenders, and OEM programs, combined with consistently high customer satisfaction, have created a highly profitable owner-operated business with minimal overhead.Ideal BuyerThis opportunity is well suited for an independent automotive broker, dealership group, or industry professional seeking an established platform with significant expansion potential. Opportunities exist to increase Less
Cash Flow: $135,000
San Diego, CA Agent: Jordi Lanatta
View Details Digital Media & Communication Business For Sale
A well-established and profitable digital media and communications business available for acquisition. The company operates a leading news and press release distribution platform serving a highly targeted niche within the global sports industry. Through its focused positioning and long-standing industry presence, the business has built a strong reputation as a trusted source of professional news and announcements for brands, agencies, event organizers, and service providers.The platform combines press release distribution with ongoing industry news publishing, supported by a digital-first, asset-light operating model that enables scalable, high-margin operations. Revenue is generated primarily through fee-based press release distribution, including bundled and unlimited packages that encourage recurring usage from a diversified customer base.The business reaches thousands of industry professionals and journalists through Less
