Free Guides

RBS M&A Knowledge Hub | FREE GUIDES

Lower Middle Market M&A Free Resources

The RBS M&A Knowledge Hub is made to help you navigate through getting started with a how to plan and sell a business in the state of California. RBS Advisors, a lower-middle market business brokerage firm operates from Sacramento, Northern California. However, we do provide business brokerage service covering the whole state.


M&A Transactions in California


California, if it was a country, it could be the 5th or 6th largest in the world. With an economy that is the biggest compared to any other state. This fact alone makes California one of the most active state in business acquisitions and sales market.


For this reason, a deal structure made for success is the only way to exit/transition a business with smooth process. Getting the help of a deal team can improve the transition success tremendously knowing only 20 percent of businesses see success.


Business Sectors


RBS Advisors has a deal team and industry experts to work with you in helping you transition your business ownership and move on. Rogerson Business Services currently focuses on 15 business sectors in the state of California.


List of California Business Sectors Serving Baby Boomers Business Owners


RBS Advisors help Baby Boomers with an exit plan to retire and sell/transition their business in many business categories and sectors in the lower middle market business category. Baby Boomer business owners operate a total of 12 million privately held business in the United States. With this huge life-changing factor to retire, selling and transitioning a business is a reality that needs proper planning and a strategy to exit and sell at its highest valuation.


Here are the list of lower middle market business sectors and free guides:


Free Guide: Manufacturing Businesses


Free Guide: Wholesale and Distribution Businesses


Free Guide: Professional and Business Services Firms


Free Guide: Industrial Services Companies


Free Guide: Industrial Products Businesses


Free Guide: Medical Practices and Health Services


Free Guide: Construction Companies


Free Guide: Education Service Firms and Institutions


Free Guide Aerospace and Defense Companies


Free Guide: Consumer Products Businesses


Free Guide: Telecommunications Companies


Free Guide: Information Technology Businesses


Free Guide: Transportation and Logistics Businesses


Free Guide: Packaging Companies


Free Guide: Automotive Companies

Guide To Help Value Your Business

This is for California based business owners who own and operate a privately held business in the lower middle market business segment, and are looking to learn more about the current market value of their company and what needs to be done to improve its value.

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Guide To Help Sell Your Business

This is for California-based business owners who operate a privately held business in the lower middle market business segment and would like to learn more about how to start an exit plan and position their company to be bought.

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Visit The M&A Hub 2024

Stay up to date with the latest Merger and Acquisition tips and guides


Great Tips on Valuing and Selling a Manufacturing Business

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Take me to the guide

Great Tips on Valuing and Selling a Wholesale Distribution Business

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Wondering how to value a wholesale distribution business? The best method is the revenue/cash flow multiple approaches. Learn how!
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Are you considering selling your California lower middle market wholesale distribution company, and do you need quick tips? Learn more!
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Guide To Help Sell A Wholesale Distribution Business

This is for California based wholesale distribution business owners who own and operate a privately held company in the lower middle market business segment, and considering to learn more about how to start an exit plan and position the distribution business to be acquired, sold, or bought.

Take me to the guide

Great Tips on Valuing and Selling a Professional Service Business

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Take me to the guide

Great Tips on Valuing and Selling a Trucking Company

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Guide To Help Sell a Transportation & Logistics Business

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Take me to the guide
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Discover how premium appraisal services redefine your business's worth. Navigate market dynamics, negotiation mastery, and plan your exit with tailored insights.
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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. 

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Rogerson Business Services

We Specialize in 15 California Industry Sectors

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