KeyStone can be defined as the essential center block of stone in an arch that holds all the pieces together. Without it, the entire arch would collapse. In the process of transferring business ownership, Keystone Business Advisors has the capability to hold multiple aspects of a sale together to help ensure a smooth transition. Each transaction comes with its own unique set of circumstances. Therefore, it is critical to utilize an effective intermediary that can ensure the process is completed appropriately and one that provides solutions that work for both the buyer and seller.
Keystone Business Advisors is a full-service mergers & acquisitions advisory firm. We specialize in managing the sale of privately-owned California-based businesses with annual revenues up to $100 million. We have completed over 200 + transactions and have considerable experience in most industries including; manufacturing, wholesale/distribution, service, ecommerce, software, logistics, professional services and healthcare. All Keystone advisors are experts in the selling process and excel in keeping things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price is achieved for our clients.
We offer the following range of services to meet the needs of our clients:
Business Sales, Mergers & Acquisitions
Whether you are a Buyer or a Seller, we’ll guide you through the entire process. Our Sellers can expect that we know how to analyze their business to present it effectively and to maximize its value. Our Buyers can expect that we will present business opportunities accurately while keeping their goals in mind.
Our services range from Brokers Opinion of Value to a formal valuation report for the owners of closely held businesses. Our Broker Opinion of Value is an in-house restricted use report, utilized to determine the Most Probable Selling Price for a specific business as of a specific date. The report is primarily based on two different methods as described below. The Multiple of Discretionary Earnings method establishes the business value by multiplying the seller’s discretionary cash flow by a composite valuation multiple which is derived from a number of business, industry, market, and owner preferences factors. The Direct Data Market Method is based on EBITDA or discretionary cash flow multiples and comparable sales of like companies. For clients where a formal complete business appraisal is needed, we can refer you to one of our partner companies depending on the type and size of the business.
Loan Referrals: SBA, Conventional & Other
We recognize that with business values rising and constant flux of the economy and credit markets, arranging external financing is becoming increasingly important. We maintain close relationships with local and national financing sources that can meet the needs of both Buyers and Sellers. Additionally, we can guide you through every step of the process, saving valuable time and expense.
We work with many of our clients to help prepare their business for sale one to three years in advance. Advance planning is important to make sure your business is performing well when marketing your business for sale. We offer consulting services to help address key questions that impact value such as:
- How accurately are income and expenses shown on the business tax returns?
- Is there a strong management team in place?
- Are there transferable contracts in place with key/customers and suppliers?
- Are there documented policies and procedures?
- How likely will the customers remain with the business?