Helping small business owners exit smart. Business Broker | M&A advisor | Dealmaker | CA Real Estate Licensed. DM for free valuation & exit prep. San Francisco, CAJoined August 2025
Due diligence isn’t a box to check—it’s where deals live or die.
✅ Financials get picked apart
✅ Contracts get combed through
✅ Operations get stress-tested
If you’re a seller, be ready. If you’re a buyer, be thorough.
Skipping steps = costly surprises later.
Buying a business isn’t what it used to be.
More buyers chasing fewer deals.
Sellers pushing for top dollar.
Lenders digging deeper than ever.
If you want to stand out, show up prepared—with a funding plan and a clear path to close.
Buying a business isn’t just about the numbers.
You’re buying:
✔️ Systems that (hopefully) run without the owner
✔️ A loyal customer base
✔️ Growth potential
If you only focus on today’s profit, you’ll miss tomorrow’s opportunity.
Selling your business isn’t giving up — it’s leveling up.
✅ Unlock your hard-earned equity
✅ Free up time for your next chapter
✅ Pass the torch while the business is strong
Sometimes the best move isn’t running the race forever… it’s knowing when to cross the finish line
Due diligence is part of the game. But here’s the test:
✅ Serious buyers ask, then progress.
❌ Tire-kickers ask, then stall.
The questions never end—but the deal should keep moving.
Difficult buyers will waste your time if you let them. Set expectations, keep communication tight, and know when to walk away. Serious buyers move deals forward—tire-kickers stall them.
Buying a business ≠ buying a job.
The best acquisitions have:
✅ Strong cash flow
✅ Systems that run without the owner
✅ Growth levers not yet pulled
If you’re only buying “a paycheck,” you’re missing the bigger play.
The real win? Acquiring freedom + scale.
Signing an NDA ≠ getting the business playbook.
A broker’s job is to filter, not hand over financials to anyone who asks.
Sellers want serious buyers, not tire-kickers.
Chasing a $1M deal? Show a clear path to funding. That’s not an insult—it’s reality.
No plan = no deal
Selling a business isn’t a sprint.
It’s a marathon with checkpoints:
✅ Marketing & buyer outreach
✅ Negotiations
✅ Financing approvals
✅ Due diligence
Owners who expect overnight results get frustrated.
Owners who understand the process get better deals.
Patience = profit
Selling a business ≠ selling a house.
It’s not list Monday, close Friday.
✅ Marketing takes weeks
✅ Negotiations take months
✅ Lenders + due diligence take time
Even smooth deals take months.
Patience pays in business sales.
Weekend tip for business buyers:
Want sellers to take you seriously?
Get pre-qualified with an SBA lender before shopping.
It saves time — and puts you ahead of most buyers who never make it past the first call.
Difficult seller?
Don’t fight every battle.
Stay calm, stick to facts, and keep the deal moving.
Patience + persistence > ego.
Know when to decide your time is more valuable.
Weekend tip for business owners:
Your financials aren’t just numbers — they’re the story buyers will read before they ever meet you.
✅ Keep them clean.
✅ Keep them current.
✅ Keep them honest.
Future you (and your buyer) will thank you
I’ve been laid off. Twice.
That’s what pushed me into business brokerage.
I help owners exit on their terms — not when someone else decides they’re done.
You don’t need to burn out to get out.
The cheaper advisor is almost always the most expensive.
Low fees can mean:
• Fewer buyers
• Weak negotiation
• Lower offers
• Deals falling apart
Saving 1% on commission isn’t a win if it costs you 20% of your sale price.
💆 Absentee-Run Spa – North Bay SF
SBA pre-qualified, fully staffed, and priced to move.
📍 Marin County
🏛 10 treatment rooms + sauna + stunning art décor
👥 Runs without owner involvement
📈 $190k+ SDE
Turnkey wellness biz in a premium market. DM for details.
Myth: The best time to sell is when business is booming.
Reality: The best time is when you’ve got systems, not just sales.
Buyers want businesses, not jobs in disguise.
New off-market deal:
💼 B2B service company in NorCal
📈 $400K+ SDE | Absentee owner
✅ SBA pre-qualified
👀 Inquiries coming in fast — DM if you’re serious about buying a cash-flowing business.
Reviewed a P&L today where the owner expensed a new roof, family car, and half a wedding.
Totally fine — if you know how to present it to a buyer.
That’s why financial recasting matters.
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