Contact Broker
250 N. Westlake Blvd., Suite 230,
Westlake Village, California 91362
(View Map)
Affiliated Broker
Dave Richards
About the Company
Keystone Business Advisors is Southern California-based full-service M&A advisory firm. Keystone specializes in managing the sale of privately-owned California-based businesses with annual revenues up to $100 million. The firm has completed over 200 + transactions and has considerable experience in most industries including manufacturing, wholesale/distribution, service, ecommerce, software, IT, logistics, professional services and healthcare. All Keystone M&A Advisors are experts managing the sale process and excel in keeping things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price is achieved.
Broker Biography
Introduction
Greg has more than 30 years’ experience working with small & medium size businesses and their owners. Holding several senior executive roles in sales, marketing and operations, it has given him an extensive knowledge base expanding across multiple industry’s that make up the complexion of a local market. Before joining Keystone, Greg has worked as a Chief Revenue Officer, General Manager and Sales Director for a variety of companies ranging from early stage, medium size to billion-dollar organizations. In his roles, he has successfully worked for investors and private equity groups that invest in companies. As a previous business owner, he has successfully operated and sold his own business. Greg’s passion and experience are around sales generation and still works with companies looking to strategize, build and manage their sales teams.
Services Provided
Keystone Business Advisors is a full service business sales and acquisitions advisory firm. Whether you are a buyer or a seller, our team will guide you through the entire process. We specialize in representing owners with small to medium sized businesses with annual revenues up to $50 million. We have experience in most all industries including; manufacturing, wholesale/distribution, service, ecommerce, software, contractors, professional practices and healthcare. Our services range from pre-sale planning and providing brokers opinion of value to representing owners through the entire business sale process to keep things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price is achieved.
Areas Served
Licensed In
- California — License number 02060630
Greg has more than 30 years’ experience working with small & medium size businesses and their owners. Holding several senior executive roles in sales, marketing and operations, it has given him an extensive knowledge base expanding across multiple industry’s that make up the complexion of a local market. Before joining Keystone, Greg has worked as a Chief Revenue Officer, General Manager and Sales Director for a variety of companies ranging from early stage, medium size to billion-dollar organizations. In his roles, he has successfully worked for investors and private equity groups that invest in companies. As a previous business owner, he has successfully operated and sold his own business. Greg’s passion and experience are around sales generation and still works with companies looking to strategize, build and manage their sales teams.
Darryl’s career spans over three decades in electronics and manufacturing. He has held senior management roles at companies ranging from small start-ups to large publicly traded corporations. Prior to joining KeyStone, Darryl was Vice President of Operations & Engineering at a local custom architectural design manufacturer where he worked closely with the company’s owner and private equity partners to improve performance and profitability. Darryl leverages his deep operational experience and broad industry background to give his clients confidence for a successful transaction closing. Darryl earned his MBA with an emphasis in technology from San Jose State University and a Bachelor’s of Science degree in Chemical Engineering from the University of California, Santa Barbara.
Derek has over 20 years of Accounting, Finance, and Business Operations experience in small to mid-sized businesses. These industries include: Marketing / Advertising, Consumer Packaged Goods, Wholesale Distribution, Restaurant / Hospitality. Before becoming an M&A Advisor, Derek worked as a CFO and performed due diligence on potential target companies for strategic acquisition. His ability to identify potential risks and opportunities during the due diligence process was crucial in making informed, strategic decisions that drove growth and value creation. Derek leverages his deep understanding of financial statements and business operations to uncover the true value proposition drivers of any business. With his extensive experience, Derek provides invaluable insights and strategic guidance to his clients.
