Professional Business Sales Advisor in San Francisco

Trusted Business Broker in San Francisco, 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 Representing the Sale of San Francisco, California Companies

Our full-service business brokerage in San Francisco delivers end-to-end support from valuation to deal structuring and closing. We combine industry expertise with a qualified buyer network to accelerate timelines while protecting your team.

Whether you’re planning an exit or scaling through M&A, we analyze your financials to position your company for a optimal outcome. Our process typically spans 6–12 months, depending on deal size and preparedness.

Our Advantage in San Francisco, California

  • Accurate Valuation using financial analysis to set a competitive price.
  • Confidential Marketing that targets pre-screened buyers while protecting your identity.
  • Qualification to verify financial capacity before sharing sensitive details.
  • Offer Strategy to optimize risk allocation and transition.
  • Transaction Management coordinating milestones through signing.

From Valuation to Close

  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.

Ready to explore your options? Request a private consultation and we’ll outline a actionable path to selling smart in San Francisco, California.

San Francisco Business Brokerage Services
City of San Francisco Information
Zip Codes
94102, 94103, 94104, 94105, 94107, 94108, 94109, 94110, 94111, 94112, 94114, 94115, 94116, 94117, 94118, 94121, 94122, 94123, 94124, 94127, 94129, 94130, 94131, 94132, 94133, 94134, 94158
County
San Francisco
San Francisco City Website

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