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Business Financial Consultants in California

Showing 1 - 14 of 176 Business Financial Consultants in California. Buy or Sell your Business in California.

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Interests: Open to all the business which is profitable.
Background: We provide Introductions to equity funding sources, debt funding sources, assistance for U. S. and International Private Companies to raise capital in the U. S. and list on NASDAQ or AMEX. Assistance for U. S. and International Public Companies to raise capital in the U. S. with P. I. P. E. funding and securing "clean" public company shells for reverse mergers and performing due diligence.
6.8 / 10
Locations
California + 2 more
Industries
Automotive Accessories + 32 more
Investment Size
USD 3 Mn - 10 Mn
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Interests: Open to businesses across industries.
Background: Family Office focused on acquiring business to grow for the long term.
6 / 10
Locations
California + 1 more
Industries
Diagnostic Substances Manufacturing + 11 more
Investment Size
USD 2.5 Mn - 25 Mn
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Advisor, Gvc Financial Services Llc

Financial Consultant in California, USA

Interests: Strong growth and EBITDA greater than 10%
Background: We are advisors providing M&A services for sell side and buy side. We also help in debt & equity raising, both ABL and cash flow. Our fee would be based on the transaction.
6.2 / 10
Locations
USA
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 5 Mn
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Advisor, Gvc Financial Services Llc

Financial Consultant in California, USA

Interests: Strong growth and EBITDA greater than 10%
Background: We are advisors providing M&A services for sell side and buy side. We also help in debt & equity raising, both ABL and cash flow. Our fee would be based on the transaction.
6.2 / 10
California
Locations
USA
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 5 Mn
Send Proposal
Interests: Interested in Business Services, IT Services, Financials, Food and Beverage.
Background: We are an M&A / Advisory firm based out of San Diego, CA.
6.3 / 10
Locations
California + 2 more
Industries
Consulting + 10 more
Investment Size
USD 500 K - 5 Mn
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CEO And Founder, Exit Strategies Group Inc

Financial Consultant in Sebastopol, USA

Interests: - We are interested in businesses that involve trading and professional services for our clients. - Keen on industries like agriculture and industrial sectors. - We prefer exploring opportunities in food & beverage and logistics. - Value businesses that offer professional information and business services.
Background: We are a US-based M&A advisory firm headquartered in Sebastopol, California. We serve family-owned and closely held businesses, with our main presence in the San Francisco Bay Area and Portland, Oregon. Our services include business sales and acquisitions, business valuations, exit planning, M&A advisory, and acquisition searches. Our firm serves clients across the US.
7.2 / 10
Locations
California + 1 more
Industries
Agriculture + 7 more
Investment Size
Upto USD 10 Mn
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Interests: Open to any kind of businesses with good ROI.
Background: We provide private equity for buyouts of business in the manufacturing, distribution, software, services and technology space.
6.6 / 10
Locations
San Diego + 3 more
Industries
Advanced Medical Equipment Wholesale + 70 more
Investment Size
USD 300 K - 5 Mn
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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
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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.
7 / 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
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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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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
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Interests: Growth stage companies needing help scaling or distressed companies or assets.
Background: I am very interested in speaking about the company and its future.
6.3 / 10
Locations
USA + 2 more
Industries
Enterprise Software + 20 more
Investment Size
Upto USD 3 Mn
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Digital Marketing Specialist, Transworld Business Advisors

Financial Consultant in Orange, USA

Interests: We have a buyer very much interested in investing in a business.
Background: We are business advisors assisting in buying & selling of businesses.
7 / 10
Locations
USA + 2 more
Industries
Machine Shops + 1 more
Investment Size
Upto USD 6 Mn
Send Proposal
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    There are 176 active and verified business financial consultants in California listed on SMERGERS as of 21 October 2026.
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