Leading Business Advisor in Folsom

Experienced Business Brokerage in Folsom — From Valuation to Closing

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 Representing the Sale of Folsom Companies

Our full-service business brokerage in Folsom, CA delivers white-glove guidance from valuation to negotiation and transition. We combine industry expertise with a qualified buyer network to reduce risk while protecting your operations.

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 several months to a year, depending on market conditions and preparedness.

Why Choose Our Business Brokerage in Folsom, CA

  • Accurate Valuation using financial analysis to set a defensible price.
  • Confidential Marketing that targets qualified buyers while maintaining operations.
  • Qualification to verify financial capacity before sharing sensitive details.
  • Offer Strategy to optimize price and transition.
  • Due Diligence & Closing Support coordinating advisors through close.

How We Work

  1. Discovery & Readiness — clarify goals, gather financials, and outline strategy.
  2. Valuation — apply DCF to determine a range and listing strategy.
  3. Go-to-Market — prepare a sale brief, launch discreet outreach, and manage inquiries.
  4. Management Meetings — qualify buyers, coordinate Q&A, and solicit offers.
  5. Negotiation — 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 private consultation and we'll outline a clear path to selling smart in Folsom, CA.

Folsom Business Brokerage Services
City of Folsom Information
Zip Codes
95630
County
Sacramento
Folsom City Website

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