Case Studies

Featured Case Studies

TMK

INC

Manufacturing


Transaction closed despite a global pandemic

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Tree &

Landscaping

Industrial Services


The business was successfully sold quickly

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Ocean

Medical

Medical Practice

This medical practice had 4 buyers and sold in 3 months

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Bay Area Manufacturing

Sold for $36 Million

Manufacturing


Doing a transaction this size is not a simple walk in the park.

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IT Services Business

Sold for $525 Thousands

Managed IT Services Provider (MSP)


Transaction closed despite some pitfalls

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Family & Cosmetic Medical Practice Sold $1.2 Million

Medical Practice

A Compelling Smooth Transaction - Unlock Medical Practice Sale

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Moving & Storage Business  Sold $1.4 Million

Moving & Storage

Unlock Your Moving Business's Sale

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Established Psychiatry Practice Sold $420 Thousand

Medical Practice

A Compelling Quick Transaction - Unlock Psychiatry Practice Sale

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Rogerson Business Services

Valuing and selling a Lower Middle Market Business With The Right Plan in California

Selling a business is never an easy process, nor is buying one. There are a variety of things that make this true. The process takes a lot of time, more than the average person imagines. It is more than just the time spent finding a buyer or potential buyers.

Challenges That We Overcome | M&A Deals Done

Every lower middle market business we sell is the fruit of a well positioned business for acquisition. Selling a business is full of challenges. Some challenges can impact the closing of the sale negatively, and some can be resolved with the right deal team on your side. Here are some of the key deal making challenges that we help business owners get well prepared for:


  • Be sure you have a good business valuation. Your business broker is key to this.
  • Be organized from the beginning and prepared for extensive due diligence. 
  • Be prepared to be responsive to buyer's requests
  • Build a good deal team from the start. Selling your business requires a joint effort


Takeaway

As you can see, there are many aspects to selling a lower middle market business in California. From the business valuation process to vetting buyers to due diligence and closing, having a good team and being prepared from the start goes a long way. Building a deal team starts with your middle market business broker or an M&A advisor, who will help coordinate efforts along the way. To make that work, you need a Certified Business Broker with experience selling businesses in your industry and your area. That’s what Andrew Rogerson at Rogerson Business Services brings to the table. Knowledge and experience combined to make sure the transaction progressed smoothly.

how to ready business for sale

Get Started: Learn How To Get Ready Your Business For a Successful Exit

We walk you through all the steps and dive in with worksheets and take-a-ways for you to download. 

Start Email Sales Funnel: sell a business

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