Professional Business Broker in Costa Mesa, California

Trusted Business Broker in Costa Mesa, California — Confidential Sales

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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Expertly Helping You Sell Costa Mesa Companies

Our boutique business brokerage in Costa Mesa, CA delivers end-to-end support from market pricing to deal structuring and transition. We combine local market knowledge with a qualified buyer network to reduce risk while protecting your team.

Whether you're exploring a sale or scaling through M&A, we assess buyer demand to position your company for a premium outcome. Our process typically spans several months to a year, depending on deal size and documentation.

Why Choose Our Business Brokerage in Costa Mesa

  • Market-Aligned Pricing using financial analysis to set a competitive price.
  • Discreet Exposure that targets pre-screened buyers while protecting your identity.
  • Buyer Screening to verify fit before sharing sensitive details.
  • Negotiation & Deal Structure to optimize terms and timeline.
  • Transaction Management coordinating documents through signing.

How We Work

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

Want a second opinion on value? Request a private consultation and we'll outline a actionable path to selling smart in Costa Mesa, CA.

Costa Mesa Business Brokerage Services
City of Costa Mesa Information
Zip Codes
92626, 92627, 92628
County
Orange
Costa Mesa City Website

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