Leading Business Sales Advisor in San Mateo, CA

Local Business Broker in San Mateo, California — 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 Selling San Mateo Businesses

Our comprehensive business brokerage in San Mateo delivers white-glove guidance from market pricing to deal structuring and closing. We combine data-driven insights with a vetted pool of buyers to maximize value while protecting your confidentiality.

Whether you're planning an exit or scaling through M&A, we benchmark comps to position your company for a optimal outcome. Our process typically spans several months to a year, depending on industry and preparedness.

Why Choose Our Business Brokerage in San Mateo

  • Market-Aligned Pricing using financial analysis to set a defensible price.
  • Discreet Exposure that targets qualified buyers while maintaining operations.
  • Qualification to verify intent before sharing sensitive details.
  • Negotiation & Deal Structure to optimize risk allocation and transition.
  • Due Diligence & Closing Support coordinating milestones through close.

Our Process

  1. Discovery & Readiness — clarify goals, gather financials, and outline strategy.
  2. Pricing Analysis — apply multiples 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. Negotiation — align on price, terms, earn-outs, and transition plans.
  6. Due Diligence & Closing — coordinate advisors, resolve issues, and close the transaction.

Want a second opinion on value? Request a zero-obligation review and we'll outline a clear path to selling smart in San Mateo.

San Mateo Business Brokerage Services
City of San Mateo Information
Zip Codes
94401, 94402, 94403, 94404, 94497
County
San Mateo
San Mateo City Website

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