Experienced Business Brokerage in San Jose, California

Local Business Broker in San Jose, California — 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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Strategically Representing the Sale of San Jose, CA Companies

Our full-service business brokerage in San Jose, California delivers white-glove guidance from valuation to deal structuring and transition. We combine data-driven insights with a vetted pool of buyers to maximize value while protecting your team.

Whether you’re testing the market or scaling through M&A, we assess buyer demand to position your company for a premium outcome. Our process typically spans six to twelve months, depending on deal size and documentation.

Our Advantage in San Jose, California

  • Market-Aligned Pricing using normalized earnings to set a defensible price.
  • Discreet Exposure that targets qualified buyers while maintaining operations.
  • Buyer Screening to verify financial capacity before sharing sensitive details.
  • Negotiation & Deal Structure to optimize price and timeline.
  • Transaction Management coordinating advisors through signing.

How We Work

  1. Initial Consult — 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 offers.
  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 confidential valuation and we’ll outline a clear path to a successful exit in San Jose.

San Jose Business Brokerage Services
City of San Jose Information
Zip Codes
95101, 95103, 95106, 95108, 95109, 95110, 95111, 95112, 95113, 95116, 95117, 95118, 95119, 95120, 95121, 95122, 95123, 95124, 95125, 95126, 95127, 95128, 95129, 95130, 95131, 95132, 95133, 95134, 95135, 95136, 95138, 95139, 95140, 95141, 95148, 95150, 95151, 95152, 95153, 95154, 95155, 95156, 95157, 95158, 95159, 95160, 95161, 95164, 95170, 95172, 95173, 95190, 95191, 95192, 95193, 95194, 95196
County
Santa Clara
San Jose City Website

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