Dave Carlson

SeaRidge Advisory Inc.

License Number: 02333109

Phone: Show Phone Number

searidgeadvisory.com


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San Diego, California

Affiliated Broker
Matthew Lowd

About the Company

SeaRidge Advisory helps owners of established companies sell confidentially and at full value. We work only for sellers — never buyers — so there's no conflict in whose interests we represent. Our engagements typically range from $3M to $50M+ in enterprise value, nationwide.

We're specialists, not generalists. The Precision Firm handles manufacturing, industrial, and distribution businesses — machine shops, CNC and fabrication operations, injection molders, aerospace and defense suppliers. Home Care Business Broker serves home health, home care, and hospice owners. Behavioral Health Business Broker serves addiction treatment, ABA, counseling, and outpatient behavioral health. The Alignment Firm serves the trades and technical service businesses.

Recent sales include a medical-refrigeration manufacturer, a consumer health products manufacturer, and a defense/OEM wire-harness manufacturer — all sold confidentially to qualified buyers.

Selling your company affects your future, your employees, and the legacy you've built. Start with a confidential conversation and a real valuation — no listing, no public disclosure, no obligation.

Broker Biography

Introduction

SeaRidge Advisory Inc. is a nationwide, sell-side-only M&A advisory and business brokerage for owners of lower-middle-market companies, typically $3M to $50M+ in enterprise value. We represent sellers exclusively — no buyer-side engagements, no dual-agency conflicts. When we're at the table, there is never a question about whose outcome we're working for.

We're specialists, not generalists. SeaRidge operates dedicated brands built around how different businesses create value and attract buyers:

The Precision Firm — manufacturing, industrial, and distribution. CNC and machining operations, fabrication, injection molding, wire and cable harness, aerospace and defense suppliers, and related industrial companies.

Home Care Business Broker — the home-based care continuum: home health, non-medical home care, hospice, senior and pediatric care.

Behavioral Health Business Broker — addiction treatment, ABA, psychiatry, counseling, and outpatient behavioral health.

The Alignment Firm — operating service businesses across the trades, construction, engineering, and technical field services.

Each brand maintains its own buyer relationships, valuation benchmarks, and diligence playbooks — including SBA financability modeling across multiple lenders, so offers are built on financing that actually closes.

Representative seller-side transactions include the confidential sales of a medical-refrigeration manufacturer serving defense and healthcare customers (2023), a consumer health-and-wellness products manufacturer (2024), and a wire-harness manufacturer serving government, defense, and OEM customers (2025). Company names, locations, and terms are omitted to protect seller confidentiality.

Our process is confidential from the first conversation: no public listing, NDA-gated disclosure, and buyer outreach only on the seller's approval. Selling a company affects your future, your employees, and a legacy built over decades — the process should treat it that way.

Considering a sale in the next one to three years? The best outcomes start early. Reach out for a confidential conversation and a real valuation — no listing, no disclosure, no obligation.

Services Provided

- Sell-side M&A advisory and business brokerage (seller representation only)
- Confidential business valuation and exit readiness assessment
- Confidential marketing and NDA-gated buyer outreach — no public listings
- Buyer qualification, competitive offer management, and negotiation
- Deal structuring: asset and stock sales, seller notes, earnouts, working capital
- SBA financability analysis across multiple lenders to pre-validate buyer financing
- Due diligence management through closing
- Exit planning for owners 1–3 years from a sale

Areas Served

  • San Diego County, CA
  • Licensed In

    • California — License number 02333109

    Business For Sale Listings

    $995,000
    Cash Flow: $302,308 
    Santa Clara Co., CA 
    View Details 
    Established Northern California Land Surveying Firm

    This is an opportunity to acquire an established professional land surveying firm serving the Northern California market. The company specializes in residential boundary and topographic surveys, small subdivisions, lot-line adjustments, legal descriptions, and construction staking. Its focused service model is built around technical boundary expertise, reliable delivery, and long-standing relationships with architects, developers, prior clients, and professional referral sources.The business generated $846,664 of trailing-twelve-month revenue and $302,308 of adjusted seller’s discretionary earnings, representing a 35.7% SDE margin. Revenue has remained broadly stable while the company has operated within an intentionally focused model.The acquisition includes an experienced field and office team, established operating workflows, customer and referral relationships, and a substantial archive of company project records, 

    Dave Carlson Serving San Diego County, CA

    SeaRidge Advisory Inc. is a nationwide, sell-side-only M&A advisory and business brokerage for owners of lower-middle-market companies, typically $3M to $50M+ in enterprise value. We represent sellers exclusively — no buyer-side engagements, no dual-agency conflicts. When we're at the table, there is never a question about whose outcome we're working for. We're specialists, not generalists. SeaRidge operates dedicated brands built around how different businesses create value and attract buyers: The Precision Firm — manufacturing, industrial, and distribution. CNC and machining operations, fabrication, injection molding, wire and cable harness, aerospace and defense suppliers, and related industrial companies. Home Care Business Broker — the home-based care continuum: home health, non-medical home care, hospice, senior and pediatric care. Behavioral Health Business Broker — addiction treatment, ABA, psychiatry, counseling, and outpatient behavioral health. The Alignment Firm — operating service businesses across the trades, construction, engineering, and technical field services. Each brand maintains its own buyer relationships, valuation benchmarks, and diligence playbooks — including SBA financability modeling across multiple lenders, so offers are built on financing that actually closes. Representative seller-side transactions include the confidential sales of a medical-refrigeration manufacturer serving defense and healthcare customers (2023), a consumer health-and-wellness products manufacturer (2024), and a wire-harness manufacturer serving government, defense, and OEM customers (2025). Company names, locations, and terms are omitted to protect seller confidentiality. Our process is confidential from the first conversation: no public listing, NDA-gated disclosure, and buyer outreach only on the seller's approval. Selling a company affects your future, your employees, and a legacy built over decades — the process should treat it that way. Considering a sale in the next one to three years? The best outcomes start early. Reach out for a confidential conversation and a real valuation — no listing, no disclosure, no obligation.

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