Certified Business Intermediary
Competent Business Broker
CA Real Estate Brokers License
Member of:
Serving businesses with $500,000 to $100 million in revenue in Northern California
201 Los Gatos Saratoga Rd #230 Los Gatos, CA 95030 
Phone: (408) 216-8034
Fax: (888) 548-6695

DRE# 01798489
Services we provide
Services for Business Owners
Initial Free Consultation: Confidential review of your business and financials.  Providing an opinion of the value of the business.
Business Strategy Consulting: Detailed review of business.  Comparison with Industry averages and identification of areas for improvements to help grow the business and to improve the bottom line.
Exit Strategy Consulting: For owners who are interested in selling their business within the next three years, this service provides a detailed review of the business and provides ideas for preparing the business for sale.
SBA Working Capital Loans: If working capital is one of the factors limiting the growth of the business, we will work with SBA lenders to get a Working Capital Loan.
Business review and identifying the appropriate selling price
Preparation of Confidential Business Profile
Getting pre-approval for SBA financing for the purchase of the business
Confidential advertising of the business
Screening Buyers by having them complete an NDA and Buyer Profile and reviewing them with Owner where appropriate
Disclosure of Confidential Business Profile, arranging Buyer-Seller meeting and getting questions answered for both sides
Writing up the offer and helping negotiate the deal
Coordinating the Due Diligence Process, Lease Negotiations, and other contingency removals
Opening Escrow and to have Escrow publish the Bulk Sale notice
Pre-closing walk-through and calculations of the prorations and for closing (adjustments for deposits, actual Inventory, payroll and other expense prorations).
Close of Escrow, transition to the buyer, and a smooth transition for the Owner!
Selling your business:
Educating the Buyers on the business acquisition process
Reviewing Buyer Profile and providing guidance on suitability of different business opportunities
SBA financing approval
Helping use retirement funds if necessary.
Representing the Buyer in the entire acquisition process
Suggestions for Due Diligence and complete disclosure in the process
Escrow Process to ensure money is handled in a professional way
Smooth transition to the new Buyer
Services for Buyers
We are well-trained professionals who are aware of your needs.  In fact, many of us have experience as business owners.  We look forward to helping you successfully sell your business or acquire a suitable business.