
Business Brokers &
Exit Planning Advisors
Serving San Luis Obispo County & California
Helping business owners value, prepare, market and sell their businesses. Helping qualified buyers navigate successful acquisitions. Based in Pismo Beach and Service San Luis Obispo County and clients throughout California.
Business Brokerage • CEPA® Exit Planning • Business Valuations • Commercial Real Estate
Confidential
Professional
Results Driven
Considering Selling Your Business?
Whether you're ready to sell now or planning several years ahead, the right preparation can protect value and create a smoother transition.
1. Understand Value
Know what your business may be worth.
2. Prepare
Identify issues before going to market.
3. Market Confidentially
Reach qualified buyers discreetly.
4. Close & Transition
Coordinate diligence, negotiation and closing.
How Can We Help?
Choose the path that best fits where you are today
Maximize value and achieve a smooth transition with confidential marketing and expert negociation.
Find the right business opportunity and navigate the acquisition process with confidence.
Understand what your business is worth for selling, planning, or strategic decisions.
Plan today for tomorrow's success. Build value and create options for your future exit.
Develop a plan to transfer leadership and ownership smoothly and protect your legacy.

Meet the Team
Our goal is simple: to help you
acheive the best outcome for
you, your business, and your
legacy.
CEPA - Certified Exit Planning Advisor
California License Real Estate Brokers
Attorney available through independant affiliated law practice
Members of IBBA & CABB
Business Transaction Expertise
Recently Completed Transactions By Our Agents
Commercial Property
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1495 Herndon Avenue, Clovis
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2017 Chorro Street, San Luis Obispo
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400 Pearl Street, Monterey
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7819 N. Willow, Fresno
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7835 N. Willow, Fresno
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47704 Road 145, Friant
Business Sale Or Purchase
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Weight Loss Specialist
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Pain Management Practice
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Dermatology Practice
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Pediatric Medical Group
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Chiropractic Practice
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Sporting Goods Business
The Selling Process

Closing &
Transition
We coordinate a successful closing
and transition.
Buyer
Qualification
We screen inquiries
and protect
confidentiality.
Business
Valuation
We determine a reasonable market
value.
Confidential
Consultation
We learn about you, your goals, and
timeline.
Prepare for
Market
We help you address
issues and position
your business.
Confidential
Marketing
We market your
business discreetly
to qualified buyers.
Negotiation &
Due Diligence
We manage offers, diligence, and
documentation.
Current Properties For Sale Or Lease
1017 Fulton Street, Fresno
$575,000
For Sale or Lease: $9.00 SF YR Triple Net (NNN) 5,250 SF property on the Fulton Mall.
This property runs through the building to the alley in the back. The building is currently a "shell" and the owner will build out to suit tenants need with appropriate lease.













