Phone

(408) 436-1900

Silicon Valley
Orange County
SLO County
San Diego County

Phone

(408)-436-1900

Silicon Valley
Orange County
SLO County
San Diego County

Phone

(408) 436-1900

Locations

Silicon Valley, Orange County
SLO County, San Diego County

Locations

Silicon Valley, Orange County, SLO County, San Diego County

Stay Informed with Our Blog

Understanding the SBA’s New Citizenship Requirements and Their Impact on Business Owners

The SBA's recent implementation of new citizenship regulations in March this year has flown under the radar amidst the buzz surrounding topics like DOGE and tariffs. Nevertheless, these updated rules...

How Small Businesses Can Stay Competitive – and Valuable – During a Tariff War

Tariff wars aren’t just a concern for policymakers—they’re reshaping the landscape for small business owners worldwide. Rising costs, disrupted supply chains, and shifting customer expectations pose...

How to Sell Your Business in Uncertain Economic Times — And Still Win

To sell or not to sell? Is that the question you are wondering about your business in such a turbulent economy? Who can time the market? Discover how to prepare your business, attract serious buyers...

Navigating Buyer Due Diligence: Ensuring a Smooth and Profitable Business Sale

Selling a business is more than finding a buyer—it’s about ensuring a smooth transition during due diligence and the take the sale to the finish line. In this blog, we break down the process of due...

Maximizing Deal Flexibility: Seller Financing and Earnouts

In today's dynamic business environment, deal flexibility is crucial. This blog explores two powerful tools: seller financing and earnouts. These strategies help bridge valuation gaps, reduce risks...

Stock Sale vs. Asset Sale: Understanding the Key Differences

When selling a business, one of the most critical decisions is whether to structure the transaction as a stock sale or an asset sale. Each approach comes with distinct implications for both buyers and...

Addressing Legal and Compliance Issues Before Listing Your Business for Sale

Navigating the legal and compliance aspects of preparing your business for sale might be the most daunting and critical part of the preparation work. Addressing these matters thoroughly before listing...

How to Seize the Right Moment to Sell Your Business

Timing is crucial for maximizing your business's value. Understand how to capitalize on the opportune moment by evaluating your business's performance, identifying advantageous market conditions, and...

How SBA Loan Can Maximize Your Business’s Marketability: A Seller’s Perspective

When it comes time to sell, ensuring your business is SBA-eligible can significantly boost its attractiveness to potential buyers. In this article, we explore how meeting SBA eligibility requirements...

The Hidden Dangers in Business Valuation: What You Need to Know

Whether you're planning for retirement, dealing with a major life change, or gearing up for a sale, understanding your business's true value is essential. Learn why relying solely on your CPA might...

Your Guide to Business Exit: 8 Ways to Sell or Transition Your Company

Ready to transition your business but unsure where to start? This blog breaks down the different exit strategies you need to know. From selling to individual buyers to merging with strategic partners...

What is FinCEN’s Beneficial Ownership Information (BOI) Reporting?

Starting January 1, 2024, all U.S. and foreign entities doing business in the US, with a few exceptions, must report beneficial ownership details to FinCEN to enhance transparency and combat illicit...

Why Should Small Business Owners Consider Selling?

Are you a small business owner evaluating your venture's future? Before deciding to wind down, consider the significant value your business holds. Selling can maximize returns during peak market...

Why Hiring a Business Broker is Vital for a Successful Sale

Selling a business is a complex journey that requires careful planning and expert guidance. Hiring a professional business broker can be invaluable. With their broad network and streamlined process...

What Makes a Business Attractive to Buyers

Curious about what makes a business irresistible to buyers? Discover the key elements that can transform your business into a hot commodity on the market. From strong financials to a loyal customer...

Finding the Right Buyer

For many businesses, interest from potential buyers can start coming in within weeks. Some deals attract substantial interest very quickly. For instance, we recently listed a successful sign...

Planning Your Exit Strategy: A Guide for Business Owners

In the last couple of blogs, we covered the essential steps involved in selling your business and how to prepare for the sale. From assessing the value of your business to understanding the sale...

What is My Business Value?

Valuing your business accurately is crucial whether you’re planning to sell, attract investors, or simply want to understand its true worth. One of the most effective ways to do this is by using...

When and How to Prepare Your Business for Sale

Timing is crucial when preparing your business for sale. Ideally, you should start preparing your business for sale at least two to three years in advance to optimize its appeal to buyers. However, be...

Pros and Cons of Investment in Business

Investing in businesses vs investing in real estate is often a decision that investors must weigh in. Of course, each investment has its distinct advantages and disadvantages. While investments in...