Professional Business Sales Advisor in Santa Ana, California

Local Business Brokerage in Santa Ana — 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 Selling Santa Ana, CA Companies

Our comprehensive business brokerage in Santa Ana delivers end-to-end support from valuation to negotiation and transition. We combine data-driven insights with a qualified buyer network to maximize value while protecting your confidentiality.

Whether you’re exploring a sale or scaling through M&A, we benchmark comps to position your company for a strong outcome. Our process typically spans 6–12 months, depending on market conditions and documentation.

What You Get With Our Team in Santa Ana, CA

  • Accurate Valuation using normalized earnings to set a defensible price.
  • Discreet Exposure that targets qualified buyers while maintaining operations.
  • Qualification to verify financial capacity before sharing sensitive details.
  • Negotiation & Deal Structure to optimize terms 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 sale brief, 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. 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 a successful exit in Santa Ana.

Santa Ana Business Brokerage Services
City of Santa Ana Information
Zip Codes
92701, 92702, 92703, 92704, 92705, 92706, 92707, 92711, 92712, 92735
County
Orange
Santa Ana City Website

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