Business Financial Consultants in Santa Clara
Showing 1 - 14 of 166 Business Financial Consultants in Santa Clara. Buy or Sell your Business in Santa Clara.
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Santa Clara
Financial Consultant
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.
Locations
USA + 6 more
Industries
Amusement Parks + 28 more
Managing Director
Financial Consultant in California, USA
Interests:
Open to businesses across industries.
Background: Family Office focused on acquiring business to grow for the long term.
Locations
California + 1 more
Industries
Diagnostic Substances Manufacturing + 11 more
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.
Locations
California + 2 more
Industries
Automotive Accessories + 32 more
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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.
Locations
California + 2 more
Industries
Automotive Accessories + 32 more
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.
Locations
USA
Industries
Apparel Stores + 19 more
Principal
Financial Consultant in San Diego, USA
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.
Locations
California + 2 more
Industries
Consulting + 10 more
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.
Locations
USA + 3 more
Industries
Advertising Agencies + 23 more
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.
Locations
USA + 2 more
Industries
Enterprise Software + 20 more
Managing Partner
Financial Consultant in Los Angeles, USA
Interests:
We're sector and industry agnostic. We like to learn more about businesses with EBITDA greater than or equal to $1 million USD.
Background: A. J. Baron Capital (AJBC) is a world-class M&A Advisory firm.
AJBC offers financial consulting and advisory services to emerging growth, middle market, and large businesses, development finance institutions (DFIs), local and federal government agencies, public and private companies in developing countries, and multinational companies operating in or preparing to invest in developing countries.
By bringing together financial experts and highly qualified business personnel, AJBC creates geographic and project specific diversity in its portfolio. The firm differentiates its services by providing exceptional turnaround time and high quality solutions that uniquely fit customer’s short, intermediate, and long-term financial goals and strategic objectives.
Locations
USA + 2 more
Industries
Advertising Agencies + 182 more
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.
Locations
USA + 2 more
Industries
Machine Shops + 1 more
Managing Partner
Financial Consultant in Menlo Park, USA
Interests:
Looking for businesses in the US.
Background: We are an advisory firm.
Locations
USA
Industries
Technology
Interests:
I am interested in investing in finance businesses in the United States that demonstrate strong profitability.
Background: We operate a consulting firm. We are currently operating under a buyer's mandate. We are facilitating a search on behalf of our national client, who is keen on acquiring multiple independent CPA firms across the United States, each with annual revenues surpassing a minimum of $750,000. Our Client operates as a cash buyer, and our primary objective, in alignment with their goal, is to maintain the existing structure and staff at the local level while seamlessly integrating the newly acquired CPA firms into their established umbrella organization.
Locations
USA
Industries
Accounting Firms + 1 more
Business Development Management Specialist
Financial Consultant in Banning, USA
Interests:
Our main focus is on companies located in Germany, United States, Singapore, India, Dubai, Thailand, and Switzerland. Currently, our client is urgently seeking to purchase an airline, and we are actively seeking opportunities for this acquisition.
Background: We are a small business consultancy firm. We have over 7 decades of experience in finance and investment advisory and other business consultancy services.
Locations
USA + 6 more
Industries
Air Taxi + 10 more
Managing Director
Financial Consultant in Huntington Beach, USA
Interests:
Nothing predicts more a win but to find the right company, in the right market, at the right time. Our mission is to find distressed cases where, through our network, we can help expand and flourish into market leaders.
Background: Our roots are rooted in over 50 years of sales generation experience at all levels. Our experience ranges from conceptualizing and executing startup companies to managing and maintaining public companies. We have grown by selling, advising, and collaborating with high-growth startups and mid-market companies focused on the backbone of growth and operational efficiency. Through our business growth model and repeatable processes, we have provided our clients with a foundation of scientific frameworks that have been infused into all aspects of the business cycle while addressing the unnecessary disruptive forces that may be preventing your sales team from producing. We have been trusted by many prominent organizations around the world.
Locations
USA
Industries
Freight & Logistics + 10 more
Consultant
Financial Consultant in Los Angeles, USA
Interests:
We are looking for a strategic fit both operationally and geographically for our clients.
Background: We are a business consultancy and strategy advising firm. We work with public and private sector clients.
Locations
USA
Industries
Job Portals + 3 more
Frequently
Asked
Questions
Asked
Questions
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How many business financial consultants in Santa Clara are listed on SMERGERS?There are 166 active and verified business financial consultants in Santa Clara listed on SMERGERS as of 28 April 2026.
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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
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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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How can I be sure about privacy and confidentiality?
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How can I contact a business listed on SMERGERS?
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Should you buy an existing business or start a business from scratch?
Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more
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How successful has SMERGERS been in helping its users successfully close a deal?
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
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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
