Experienced Business Advisor in Concord, California

Experienced Business Broker in Concord, California — Valuation & Marketing

Charles Allen Smith

"We believe that integrity and professionalism are the cornerstones of our business and understand that trust is earned, so we work hard every day to earn the trust of our clients and customers."

Charles Allen Smith

Charles Allen Smith
Managing Broker

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Strategically Representing the Sale of Concord, CA Companies

Our boutique business brokerage in Concord delivers end-to-end support from valuation to deal structuring and closing. We combine local market knowledge with a qualified buyer network to maximize value while protecting your team.

Whether you’re planning an exit or scaling through M&A, we assess buyer demand to position your company for a strong outcome. Our process typically spans 6–12 months, depending on industry and preparedness.

What You Get With Our Team in Concord, California

  • Accurate Valuation using industry multiples to set a competitive price.
  • Discreet Exposure that targets qualified buyers while protecting your identity.
  • Buyer Screening to verify fit before sharing sensitive details.
  • Offer Strategy to optimize price and timeline.
  • Due Diligence & Closing Support coordinating advisors through close.

Our Process

  1. Discovery & Readiness — clarify goals, gather financials, and outline strategy.
  2. Pricing Analysis — apply market comps to determine a range and listing strategy.
  3. Go-to-Market — prepare a CIM, launch discreet outreach, and manage inquiries.
  4. Management Meetings — qualify buyers, coordinate Q&A, and solicit offers.
  5. Deal Structuring — align on price, terms, earn-outs, and transition plans.
  6. Due Diligence & Closing — coordinate advisors, resolve issues, and close the transaction.

Curious what your business is worth? Request a zero-obligation review and we’ll outline a clear path to maximizing value in Concord, California.

Concord Business Brokerage Services
City of Concord Information
Zip Codes
94518, 94519, 94520, 94521, 94522, 94523
County
Contra Costa
Concord City Website

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