San Diego Exit Advisory
Most businesses that go to market never sell. We help you be one that does.
Preparing San Diego owners for the sale of their business. A hands-on approach to exit.
San Diego M&A Advisory
We advise business owners through every stage of a sale, from valuation through close.
When you work with us, you work directly with the person handling your transaction.
No layers. No handoffs. No surprises on fees.
We prioritize transparency and efficiency, making your business transition smooth and straightforward.
The Market Reality
Selling Is Harder Than Most Owners Expect
20–30%
of businesses listed for sale actually close
Source: Exit Planning Institute
2.7x SDE
average multiple buyers paid in Q2 2026
Source: BizBuySell Insight Report, Q2 2026
78%
of buyers plan to use SBA financing to close
Source: BizBuySell Insight Report, Q2 2026
The businesses that sell are the ones prepared for what buyers and lenders actually look for. That is where we come in.
How It Works
From First Call to Closing Table
Confidential Conversation
We start with a private conversation about your business and a free valuation. No listings, no exposure.
Prepare & Position
We help you address the gaps buyers and lenders will look for, from financials to operations.
Discreet Marketing
We approach qualified buyers directly. Your employees, customers, and competitors stay out of it.
Negotiate & Close
We manage offers, structure, and financing details through to a signed close.
What We Do
Four Pillars, One Advisor
This work spans industries, including distribution and professional services, and draws on hands-on AI and automation experience across each pillar below. Tap any card to see the specific expertise behind it.
Selling Your Business
Our core focus is representing business owners through the sale process, from valuation through close.
Business Valuation
We analyze your business and provide an accurate, defensible assessment of its value.
Exit Strategies
We build tailored exit strategies that help maximize the value of your business.
Profitability Coaching
We identify concrete opportunities to grow revenue and improve profitability.
Frequently Asked Questions
Questions San Diego Owners Ask Us
How do I find out what my business is worth?
Will my employees, customers, or competitors find out I'm exploring a sale?
Do I need to have a buyer already lined up?
How long does it take to sell a business?
What does it cost to work with you?
San Diego, Grown Here
Every business is different. Every plan starts with a conversation.