A “keystone” is defined as the essential center block of stone in an arch that holds all the pieces together. Without it, the entire arch would collapse.
Keystone Business Advisors has the proven experience and capability to hold the various aspects of a deal together to ensure a smooth transition. Each transaction comes with its own unique set of circumstances.
Therefore, it is critical to utilize an M&A advisor who can provide solutions to complex problems, ensure the process is managed successfully, and deliver the desired outcome.
Keystone is a full-service mergers and acquisitions advisory firm. We specialize in the sector of the M&A market that is often underserved—companies with annual sales between $2 million and $100 million.
While most business brokers in Los Angeles and surrounding areas focus on main street business sales such as restaurants, retail, and small service businesses, we direct our focus to an underserved market, namely, lower middle-market privately owned California-based businesses.
Typically, investment bankers in Los Angeles not only limit their services to clients with a minimum of $50 to $100 million in gross sales, but they also charge upfront retainers. In contrast, Keystone Business Advisors has developed a proven system for marketing and managing the transaction process for lower-middle market business that delivers results.
Our unique approach is comparable to investment banking, yet our fee structure is results-based, which means we get paid after the transaction has completed.
Trusted M&A Advisors
Our firm has completed over 200 transactions and has considerable experience in most industries, including manufacturing, wholesale distribution, service, healthcare, ecommerce, technology, logistics, landscape, and professional services.
Our advisors are experts in managing the sales process. We excel in keeping things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price and terms are achieved.
We offer the following range of sell-side services to meet the needs of our clients.
Business Sales, Mergers & Acquisitions
Whether you are looking to acquire or sell a business in Los Angeles or anywhere in Southern California, our team of experts will guide you through the process from start to finish.
Our sellers can expect us to thoroughly analyze their business and position it to maximize its value.
Our buyers can expect that we will present business opportunities accurately while keeping their specific goals firmly in mind.
There are several established methods of determining the value of your business.
In most cases, Keystone Business Advisors uses a combination of these methods to determine the most probable selling price.
Most of the approaches we use are market-based, employing comparable sales data for similar businesses.
Not only can we provide our opinion of what your business may sell for, but we can show you facts and figures revealing exactly how we got there.
Financing Referrals (SBA, Conventional, and Other)
We recognize that with the rise of business values and the constant flux of the economy and credit markets, properly 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. Our collaborative approach yields impressive results for our clients.
Additionally, similar to business brokers in Los Angeles, we can guide you through every step of the process, saving you valuable time and expense.
We provide M&A advisory services for our sell-side clients to help them prepare for a sale in advance.
With many of our clients, we work with them anywhere from one to three years before their business is placed on the market.
This advance planning process will ensure that your business is performing optimally and is positioned to capture its maximum value when going to the market.
Our consulting services 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 are the customers to remain with the business?
Meet Our Team
Keystone Business Advisors has extensive experience across all industries. We have built a solid reputation over the years by bringing each client a combination of deep industry knowledge, providing expert perspectives from other industries, and offering fresh perspectives and breakthrough business insights. Today, the majority of our business comes from referrals from past clients and professional advisors including bankers, accountants, attorneys, and financial planners. If you are searching for business brokers in Los Angeles or investment bankers in Los Angeles or anywhere in Southern California, reach out to us to learn how we deliver the results you are looking for.