Third Period Exits
(619) 952-6996
Free, no-obligation valuations for Southern California business owners. A senior broker reviews every request and calls you within 24 hours.
Southern California Valuation & Advisory

Your business built your life. Now it can fund your retirement.

We handle $1M to $50M exits, mostly for trades, manufacturing, distribution, and B2B service companies. If your business can run without you, we can help you sell it well.

Baseline Estimator

See what a business like yours might sell for.

$1.2M
$100K$10M
Estimated Valuation Range
$3.0M to $4.2M

This is a rough starting point, not a formal valuation, an offer, or financial advice. We do not broker highly owner-dependent practices like medical or dental. What your business actually sells for depends on many factors: the quality of your financials, your customer mix, market timing, and how well the business runs when you are not in the room.

Three things that will kill your valuation in due diligence.

Owner Dependence.

Buyers pay a premium for a business that can run itself. If daily operations rely entirely on your involvement, buyers see a transition risk and will discount their offers.

Messy Books.

Comingling personal and business expenses destroys buyer trust and delays deals.

Customer Concentration.

If one client accounts for over 15% of your revenue, buyers will discount their offer or walk.

If any of that sounds familiar, do not go to market yet. We help Southern California owners tighten up operations, clean up the books, and build a management team that runs the business without them, so it sells for what it is actually worth.

We do not treat your life's work like a real estate listing.

Option A

The Typical Broker.

Relies on passive public listing boards.
Negotiates from standard templated contracts.
Reaches only local or regional buyers.
Option B

The Senior Broker Advantage.

Markets your business to a private network of funded buyers.
A law degree that protects you when the paperwork gets complicated.
Backed by a national brokerage with a nationwide buyer network.
Credentials
  • Attorney (Juris Doctor)
  • Decade of enterprise sales in the tech sector
  • Senior broker at an IBBA-member national brokerage
By the numbers
  • 90%
    Close rate
  • 8
    Offers on average per deal
  • $30B+
    In vetted buyer capital
Who You Will Work With

One senior broker handles every request.

Your scorecard goes straight to our lead Southern California broker. He grew up the son of a small business owner and helped his own family navigate successful exits, so he knows what it takes to walk away.

He pairs that background with a law degree and a decade negotiating enterprise contracts in tech. Today he is a senior broker at a national brokerage, helping owners get the best price the market will pay and negotiate from strength.

Why the timing matters

The Boomer Wave

10,000 baby boomers retire every day, and many of them own businesses they want to sell.

Buyers Are Ready

Private equity firms and search funds are actively buying profitable main-street businesses, and right now there is more money looking than there are businesses to buy.

Timeline to Close

Most business sales take 6 to 9 months to close. Waiting until you are burned out is too late.

Common Questions

Questions owners ask before reaching out.

Is this really free? What's the catch?
The scorecard and valuation are free with no obligation attached. If you and the brokerage both decide it is a good fit, they earn a success fee only when your sale closes. Until then, the analysis is ours to give and yours to keep. Many owners get their range and simply file it away for planning.
How does the process handle discretion?
You control what gets shared and when. Some owners want their team involved from day one, others prefer to keep things quiet until an offer is on the table. Either way works. When a business goes to market, buyers sign confidentiality agreements before receiving detailed information.
How is my business actually valued?
Primarily on profit and cash flow (SDE or EBITDA), not just revenue, using real closed-deal data and industry comps. Clean financials matter more than anything: buyers pay for proof, not projections. That's also why a professional valuation beats a guess or an online calculator.
How long does selling a business take?
Typically 6 to 9 months from listing to close. That's exactly why owners get valued early, even years before they plan to exit. Knowing your number now means you sell on your timeline, not under pressure.
What happens after I submit the scorecard?
You'll hear back within 24 hours at the contact you provided. A senior broker reviews your responses personally and calls to walk through your business with you. Any valuation range comes after that conversation, not before. From there, every next step is your call.

Find out where you stand.

Takes 2 minutes. Response within 24 hours.