Specialties: Business Brokerage, Mergers & Acquisitions
Dave Richards President - Keystone Business Advisors
Dave Richards is a Certified Business Intermediary who represents small to mid-sized business owners in the sale of their business. Services include; business sales, mergers & acquisitions, opinions of value and sell-side advisory services.
(805)370-5210 (805)370-5209 Fax
250 N Westlake Blvd Westlake Village, CA 91362-7011 -
MAP
Keystone Business Advisors provide comprehensive business brokerage and M&A services for both buyers and sellers of small and medium sized businesses. Our niche is serving sellers of privately held companies that are too small for mid-market M&A firms, typically with revenue between $500,000 and $20 million. Our process includes an initial opinion of value of the business, creating an confidential offering memorandum package to share with prospecitve buyers, contacting industry specific buyers, negotiating purchase agreements, and working with other trusted advisors required to successfully complete a transaction.
Seller Services: * Valuations for use in business transfers * Preparation of a detailed business presentation package * Development of a sound marketing strategy * Promote clients business to the highest number of capable buyers, confidentially * Screen & help identify capability of potential buyers * Negotiate & structure a successful transaction * Material and record coordination * Interfacing with accountants, attorneys, and bankers during the planning and closing process * Help with all the details required to close the transaction
Buyer Services: * Evaluate the buyer's goals * Formulate the buyer's acquisition criteria * Locate appropriate acquisition candidates * Negotiate & structure a successful purchase or other transaction * Assist in obtaining financing
* Closely held private companies, sole proprietors, and family owned businesses ranging between $500,000 and $20 million in revenue looking to sell their business to a third party. * Financial and strategic buyers looking to acquire a company to operate or grow through acquisition.
Dave and his team have experience selling businesses in multiple industries including; manufacturing, wholesale & distribution, healthcare, retail, fitness, construction and maintenance, restaurant chains and various service businesses.
