Business Sales / M&A

Delivering maximum value the sale of one’s livelihood is usually a life-changing event that stirs up an array of emotional and professional challenges. In many cases, business owners also have real estate property tied to their operations, and we understand the added complexity this can create when it’s time to divest from one or both.

Is your Santa Barbara business for sale? Robert is in a unique position to ease you through this critical transition with a resident business brokerage expert in the sale of businesses in Santa Barbara, Ventura, San Luis Obisbo and other markets in the Central Coast. In business brokering as in commercial real estate, performing a thorough, precise and unbiased valuation is paramount to achieving a successful sale and delivering maximum value. Transactions frequently fail when buyers, sellers and financiers cannot see eye-to-eye on value.

Our business valuation process provides our clients with a distinct advantage in exit planning and negotiations. We perform valuations and appraisals for small businesses, middle market companies, and business units (<$100M Revenues) of major corporations. Our goal is to put you in the best possible position to achieve the outcomes you’ve worked long and hard for.

Robert’s expertise includes business valuations, exit planning and mergers and acquisitions, as well as management consultation. He has worked with clients in a variety of industries including defense-aerospace, energy, telecom, entertainment, hospitality, healthcare, transportation, agriculture and retail.