Business Brokers in Palm Desert, CA

Directory Partner Los Angeles, CA Senior M&A Advisor
Tony Miller

Tony Miller, Iconic

Serving California, Colorado, Texas, Ohio and Florida

CA DRE #02004232 · Iconic Business Technologies, Inc., DRE #02241191

  • Business brokerage or M&A
  • Exit planning

Tony Miller is a Senior M&A Advisor based in Los Angeles, serving business owners across California. Through his partnership with Iconic, he helps business owners prepare, position, and execute stronger sale processes so they can maximize value and exit with confidence.

Ask a confidential question

No cost. Your information is not shared with other brokers. Or call 714-202-PLAN (7526).

[email protected] Full listing

This spot is open Claim the second Directory Partner spot A State Featured placement on the Palm Desert page, beside the Directory Partner. From $499 a month. See featured options Already listed? Claim it free

Thinking of selling your business?

The consultation is free and confidential. A good fit if you:

  • Own a California business
  • Are thinking about selling in the next few years
  • Want to know what it is worth and what buyers look for

Book a free consultation Or call 714-202-PLAN (7526)

Consultations are with Tony Miller, CA DRE #02004232 · Iconic Business Technologies, Inc., DRE #02241191.

Featured business brokers in Palm Desert

What a featured listing costs · from $29 a month

Business brokers in Palm Desert

Bob Allen

No reviews yet

Rancho Mirage, CA, 92270, Rancho Mirage · 4 mi from Palm Desert

  • Association member
(800) 622-0192

Lee Allen

No reviews yet

Rancho Mirage, CA, 92270, Rancho Mirage · 4 mi from Palm Desert

  • Association member
(800) 622-0192

Sean Edelstein NAR-CAR

No reviews yet

Bermuda Dunes, CA, Bermuda Dunes · 6 mi from Palm Desert

  • Association member

Begin with who is listed. There are nine business brokers listed for the Palm Desert area, all in Riverside County. That is a manageable group, so you can compare firms side by side without much trouble and see who explains the process in plain terms. Advisors in Bermuda Dunes and Rancho Mirage are shown here as well.

The most frequently offered services are general business brokerage or M&A work (2 of 9), Main Street and small-business sales (2 of 9) and a named industry focus (2 of 9). Every one of the nine is a member of CABB, IBBA, or M&A Source, which is worth noting but does not replace a license check. Two of the nine note a credential such as CBI or M&AMI, though a designation is no stand-in for a license check. The brokers here have 31 Google reviews in all, averaging 4.5 stars, so use them to decide who to call first.

To keep the sale quiet, ask whether buyers sign a nondisclosure agreement before they learn your name, and how your financial details are handled along the way. With any advisor you interview, request a written engagement and read what it says about the work, the term, and how it can end. On fees, ask how and when the firm is paid, what is billed on top of the main fee, and when each payment comes due.

Licensing matters here: California generally requires a real estate license to negotiate the sale of a business for pay, so look up the license on the Department of Real Estate's public lookup before you hire. Should you be working with a salesperson, find out who the supervising broker is, which is the Department of Real Estate's own advice to consumers. If Palm Desert does not turn up the right fit, the pages for Palm Springs (9 brokers), Riverside (15), San Marcos (6) and Carlsbad (11) list more advisors.

Common questions about business brokers in Palm Desert

Should I trust the ratings I see for Palm Desert brokers?

Google shows 31 reviews across the brokers in Palm Desert, with an average rating of 4.5. A rating built on a few reviews says less than one built on many, so treat reviews as a starting point and ask for references from past sellers.

Do securities rules apply if I sell my Palm Desert company's stock?

Selling all of a corporation's stock can involve securities rules, so settle the structure with your attorney first, then confirm what applies with the state and federal securities regulators. This directory cannot tell you which rules apply to your deal, so get advice specific to your sale.

Why do business brokers in Palm Desert hold real estate licenses?

In California, anyone who negotiates the sale of a business opportunity for pay generally needs a California real estate license, whether as a broker or a salesperson under one. Keep in mind that a business opportunity covers the sale of a business and its goodwill, which is why brokers who sell companies hold real estate licenses.

What should a written engagement with a business broker in Palm Desert cover?

A written engagement should state what is being sold and what the firm will do, the length of the commitment, and any exclusivity. Do not feel rushed, and ask questions about any clause you do not understand, since it governs the whole relationship.

How is confidentiality handled when selling a business in Palm Desert?

Looking at the services offered, two of the nine offer a confidential or NDA-based sale, which is worth asking about directly. Ask the broker to explain when a nondisclosure agreement is signed, and how inquiries are handled so your name stays out of it.

Business Brokers near Palm Desert