San Diego Investment Bank
Exit on Your Terms
Need an advisor in San Diego to guide you through the sale or purchase process?
Overcoming obstacles to find synergy
Several phases must be completed on either side—and hurdles overcome—to keep the process from derailing while minimizing disruptions to either party’s business operations and achieving a sustainable agreement.
It takes synergy.
While advising either the buyer or the seller in a merger or acquisition, we help the two parties achieve this balance. As a result, the seller feels the final value reflects the true worth of their hard work building a business. At the same time, the buyer knows they’ve made the right decision for their future growth and expansion goals.
As an M&A Advisor for the business seller, we can help you understand the true value of your company beyond the numbers and what motivates potential buyers. That way, you can exit on your terms. If you’re the buyer, we help you purchase with the right structure. We can minimize operational disruption and help you transition smoothly into a new phase for you and your company.
The key is finding the perfect fit through a solid market clearing process and then specifying all the terms you need to exit your way or effectively integrate following a purchase.
Landing the Right Deal. Exiting for Top Value.
Learn about our unique approach to mergers and acquisitions and hear three real-life stories about successful sales. Every business owner has different goals and reasons for selling. We help each and every one achieve their own personal goals so that they do exit on their terms: top value, specific terms, right fit and the preservation of a legacy.
Our Team’s Past Successes
Get a personalized Sale Readiness Audit.