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Business Advisors in California

Showing 15 - 28 of 431 Business Advisors in California. Buy or Sell your Business in California.

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Individual Advisor

CRE Broker in Chino, USA

Interests: I am currently seeking opportunities to identify capsule manufacturing factories for potential acquisition. I represent a client who has expressed interest in purchasing a business in this sector, provided it meets their operational and financial criteria. My focus is on established facilities with proven capabilities and reliable production standards.
Background: I focus on helping clients navigate their property needs. I have a deep understanding of the market and aim to provide tailored solutions. My goal is to build strong relationships and ensure client satisfaction throughout the buying or leasing process. I am committed to delivering expert advice and support to achieve the best outcomes for my clients.
6.3 / 10
Locations
Oakland
Industries
Nutraceuticals + 1 more
Investment Size
Upto USD 1.6 Mn
Send Proposal
Interests: Business with high growth (technology), profitability, excellent management team, 5+ years in the business and potential to grow in international markets.
Background: We can assist in M&A deals. We are based in Pleasanton, CA. We charge both upfront and success fee depending on the size of the deal.
6.9 / 10
Locations
Pleasanton + 1 more
Industries
Cloud Software + 6 more
Investment Size
Upto USD 1000 Mn
Send Proposal
President, Genoa Capital

Merchant Bank in Aliso Viejo, USA

Interests: We are interested in medical and application software businesses in Carlsbad.
Background: We are a financial advisory and merchant bank based in the USA. We specialize in providing debt lending solutions to growing businesses in the small and middle market. Our goal is to provide the best possible financial advice and services to our clients.
7.1 / 10
Locations
Carlsbad + 2 more
Industries
Application Software + 2 more
Investment Size
Upto USD 10 Mn
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President, Genoa Capital

Merchant Bank in Aliso Viejo, USA

Interests: We are interested in medical and application software businesses in Carlsbad.
Background: We are a financial advisory and merchant bank based in the USA. We specialize in providing debt lending solutions to growing businesses in the small and middle market. Our goal is to provide the best possible financial advice and services to our clients.
7.1 / 10
Aliso Viejo
Locations
Carlsbad + 2 more
Industries
Application Software + 2 more
Investment Size
Upto USD 10 Mn
Send Proposal
Intermediary, Chase Group Business Brokers

Business Broker in Temecula, USA

Interests: Successful, established, operating, profitable, turn-key businesses. Good financial records and reputation.
Background: I help business owners sell their businesses. I have sold businesses in many industries from automotive to distribution, from services to commercial real estate. Every sale is confidential and I aim to help.
7.5 / 10
Locations
Carlsbad + 13 more
Industries
Apparel Stores + 19 more
Investment Size
USD 300 K - 20 Mn
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Independent Strategic Facilitator & Business Connector

Financial Consultant in Roseville, USA

Interests: I am an independent financial consultant seeking businesses for clients. I am particularly interested in established businesses and well-developed projects with credible management, clear objectives, sufficient supporting information, and identifiable capital or strategic needs. I work with established businesses, business owners, and project sponsors where there is a clearly defined business or capital need and a credible path forward. I am particularly interested in opportunities involving construction, infrastructure, government contracting, real estate development, industrial businesses, and established business services, while remaining open to other sectors when there is a strong fit. I look for credible ownership and management, an understandable business model, clearly defined use of capital, reasonable financial information, direct access to the business owner or project principal, and a willingness to provide the documentation required for proper evaluation. For development projects, I prefer opportunities that have progressed beyond the conceptual stage and have meaningful project readiness, such as site control, plans, approvals, entitlements, contracts, committed stakeholders, or other evidence that the project can realistically advance. I generally do not pursue purely conceptual opportunities, unclear or unsupported capital requests, businesses unwilling to provide basic financial information, opportunities without access to the principal decision-maker, or situations involving unnecessary chains of brokers or intermediaries.
Background: I am an independent strategic facilitation and relationship-development practice focused on helping business owners, project sponsors, and professional service providers identify the right relationships and resources for legitimate business opportunities. My background is centred on business development, relationship building, government contracting, construction, and the broader contractor ecosystem. I work across a network of specialised professionals and capital relationships and help identify where a business need may align with an appropriate resource. I cater to clients in America and Europe. My role is primarily to understand the opportunity, identify important qualification issues, determine whether there appears to be a legitimate fit, and facilitate direct communication between the appropriate parties. My experience is focused on opportunity sourcing, qualification, relationship development, and introductions rather than acting as the lender, investor, securities broker, investment adviser, attorney, or transaction underwriter. I do not provide securities brokerage, investment advisory, lending, legal, or underwriting services.
6.9 / 10
Locations
USA + 3 more
Industries
Film Production + 20 more
Investment Size
Upto USD 100 Mn
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Interests: Business History, Experience Level of Management Team, Location, Revenue, EBITDA, Net Operating Income, Net Profits (before and after taxes), and Deal Structure.
Background: I have 14 years of experience in Financial and Advisory Services. We are looking for business opportunities. I am also founder of a Media management and marketing agency, that specializes in providing online advertising, marketing automation, and business development services.
7.1 / 10
Locations
USA + 3 more
Industries
Advertising Agencies + 23 more
Investment Size
USD 100 K - 22 Mn
Send Proposal
Independent Advisor

M&A Advisor in Orange, USA

Interests: - Licensed businesses for manufacturing activities or producing medical and cosmetic sectors. - Ownership situation ideally involves the current owner looking to retire. - Interests include agrarian, speciality, and diversified chemically inclined sectors, as well as pharma functionalities and alternative treatments. - Placement is only considered for USA-based enterprises.
Background: I have extensive experience in M&A advisory with a background in technical management. As an Independent Advisor, I leverage my skills to guide companies through mergers and acquisitions. I cater to clients domestically in the US. I charge an upfront and a success fee based on the agreed terms of the contract.
7.1 / 10
Locations
USA + 2 more
Industries
Alternative Medicine + 8 more
Investment Size
Upto USD 1 Mn
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Interests: Looking for business opportunities in the US.
Background: Established in 1999, we deal in estate planning, bankruptcy & business laws in the US. We also offer advisory services.
6.5 / 10
Locations
Los Angeles + 1 more
Industries
Commercial Real Estate
Investment Size
USD 50 K - 10 Mn
Send Proposal
Interests: As an individual investor, I am assisting a client who is in the process of relocating from Sweden to the United States and is currently seeking a business acquisition opportunity. He is petitioning the United States Citizens and Immigration Service (USCIS) for an E2 investment visa, which requires a substantial investment, typically achieved through business acquisition. To facilitate a thorough evaluation, we require a comprehensive package that includes key business information such as financials, payroll details, business name, specific location, and other relevant data. I will not charge any upfront or success fee from the businesses. I will charge the investor whom I am representing.
Background: As a financial consultant focusing on advising individuals, I specialize in providing personalized financial guidance tailored to each client's goals and needs. My aim is to assist clients with budgeting, saving, investing, retirement planning, and wealth management. By assessing financial situations and offering strategic advice, I help guide individuals towards financial success and security.
6 / 10
Locations
Los Angeles
Industries
Cleaning + 1 more
Investment Size
Upto USD 400 K
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Interests: Business with good growth potential and sustainability.
Background: We are a consulting firm that advises retail forms. Looking to purchase a business in the USA for a client. We charge an upfront fee as a consulting fee. We do not charge a success fee.
5.9 / 10
Locations
San Mateo
Industries
Adult Entertainment + 2 more
Investment Size
USD 1.5 Mn - 5 Mn
Send Proposal
Interests: I am an individual advisor actively seeking well-managed businesses for acquisition or partnership. Key evaluation criteria include the business location, ownership of real estate, official website, brand identity (if any), past three years of financial statements, operational overview, equipment condition, factory capacity, growth trajectory, and the current profit and loss statement. My client, a well-established player in the pet food manufacturing industry, is looking to expand operations into the United States. I do not charge any upfront fees; my advisory fee is contingent upon successful deal closure.
Background: As an individual advisor in commercial real estate, I help clients buy, sell, and lease properties. My goal is to understand their needs and provide tailored solutions. I focus on building strong relationships and staying updated on market trends to offer the best advice. I am committed to delivering excellent service and achieving positive outcomes for my clients.
7.7 / 10
Locations
USA
Industries
Pet Food + 1 more
Investment Size
Upto USD 5 Mn
Send Proposal
Registered Investment Advisor

Financial Consultant in Santa Clara, USA

Interests: Profitable, stable business and large capital Interested in a veterinarian clinic, professional services, healthcare services, farm, ranch or vineyard, probate sale, real estate property and school.
Background: I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California. I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.
7.1 / 10
Locations
USA + 6 more
Industries
Amusement Parks + 28 more
Investment Size
USD 1 Mn - 15 Mn
Send Proposal
Interests: Growth potential within a growing or established market.
Background: We are a cannabis management company that works with operators of cannabis companies to improve their overall function and bottom line profit. We are experienced within business and real estate transactions, but more importantly improving our clients business's for long term growth and a respectable exit if desired.
7.1 / 10
Locations
USA + 2 more
Industries
Agriculture + 5 more
Investment Size
USD 1 Mn - 100 Mn
Send Proposal
Manager, Jayson M. Aquino

Business Broker in Garden Grove, USA

Interests: Business with at least 10 million USD revenue, 1 million USD EBITDA, no upper limit on deal size. Looking to invest in or acquire businesses in the comprehensive building management sector. Businesses must continue to operate independently after acquisition.
Background: We are a law firm. We are located in Garden Grove, CA, USA. We have clients who are interested in businesses.
7 / 10
Locations
USA + 2 more
Industries
Foodservice Outlets + 1 more
Investment Size
Upto USD 25 Mn
Send Proposal
Frequently
Asked
Questions
  • How many business advisors in California are listed on SMERGERS?
    There are 431 active and verified business advisors in California listed on SMERGERS as of 23 October 2026.
  • What level of due diligence does SMERGERS conduct on the businesses/member?

    SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more

  • How active are the business profiles listed on SMERGERS?

    We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.

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    SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

  • What is the checklist for selling a business?

    Here is the checklist for selling a business

    1. Find a manager who can take care of your business in your absence.
    2. Fix the operations to optimize your profit …read more

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