If you are interested in acquiring a business in Southern California to operate personally or to diversify your current business operations, we can be of service. Our advisors will work to narrow down your criteria, and then search to identity and analyze potential targets that meet your goals. We will provide valuable perspective on market trends and new sell-side mandates that we think you may be interested in.
We typically work with our buy-side clients in one of two ways. For some buyers, we conduct a full confidential acquisition search that could include us sourcing deals that are not on the market or are being represented by other M&A advisory firms (see below for more information).
For other buyers, we collaborate to understand your search criteria, and we reach out to you once we obtain sell-side engagements that meet your criteria.
Keystone Business Advisors is known for providing a best-in-class Confidential Information Memorandum (CIM) package for our sell-side clients that buyers have come to value and appreciate over the years.
The CIM is crafted to provide you with a comprehensive overview of the represented business, including its history, products and services, customers, marketing, operations, management, key employees, financial summary and analysis, growth projections, SWOT analysis, and investment highlights, to name a few.
All buyers are required to execute a confidentiality agreement and buyer profile prior to receiving a CIM.
Confidential Acquisition Search
Keystone recognizes that confidentiality for both buyer and seller is essential in the acquisition process.
Using Keystone’s local, regional, and national networking contacts, a thorough business opportunity search can be conducted while maintaining strict confidentiality. Our preferred buyer program allows you to engage us in a specific confidential search for a business that best fits your needs.
Some of the services we provide in our confidential acquisition search include:
- Evaluate goals and objectives
- Formulate acquisition criteria
- Locate appropriate acquisition candidates
- Evaluate acquisition candidates
- Negotiate price and terms
- Assist in obtaining financing
Keystone Business Advisors has established excellent business relationships with several financial institutions, law firms, accounting practices, and certified financial planners.
We recommend that you seek the advice and counsel of these professionals early in your search process.
We prefer a collaborative approach and can work with your current team of advisors, or we can provide introductions to new professional advisors with whom we have established relationships, if requested.
We understand that buying a business can be overwhelming, and we recognize the importance of working with someone you can trust and respect. We pride ourselves on the reputation we have built and the relationships we have established.
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