Leading Business Brokerage in San Marcos, CA

Trusted Business Sales Advisor in San Marcos, CA — 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 Helping You Sell San Marcos, CA Businesses

Our full-service business brokerage in San Marcos, CA delivers end-to-end support from valuation to deal structuring and closing. We combine data-driven insights with a vetted pool of buyers to accelerate timelines while protecting your team.

Whether you're exploring a sale or seeking an acquisition, we assess buyer demand to position your company for a optimal outcome. Our process typically spans six to twelve months, depending on market conditions and preparedness.

Our Advantage in San Marcos

  • Market-Aligned Pricing using normalized earnings to set a defensible price.
  • Discreet Exposure that targets pre-screened buyers while maintaining operations.
  • Buyer Screening to verify intent before sharing sensitive details.
  • Offer Strategy to optimize terms and transition.
  • Due Diligence & Closing Support coordinating advisors through close.

Our Process

  1. Discovery & Readiness — clarify goals, gather financials, and outline strategy.
  2. Pricing Analysis — apply DCF 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. Negotiation — 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 zero-obligation review and we'll outline a actionable path to selling smart in San Marcos.

San Marcos Business Brokerage Services
City of San Marcos Information
Zip Codes
92069, 92078, 92079, 92096
County
San Diego
San Marcos City Website

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