Business Brokers in Pleasanton, 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).

This spot is open Claim the second Directory Partner spot A State Featured placement on the Pleasanton 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.

Business brokers in Pleasanton

Harmit Toor

No reviews yet

Pleasanton, CA, Pleasanton

  • Association member

Harmit Toor ABR

No reviews yet

Pleasanton, CA, Pleasanton

  • Association member

Here is the local field. Pleasanton is home to six of the business brokers in this directory, all in Alameda County. That gives you real choice without being overwhelming, so you can realistically interview most of them and notice who communicates clearly. Some of the brokers are based in nearby Dublin and appear on this page.

Services are lightly documented here, with general business brokerage or M&A work and a named industry focus named by a broker each. A broker association (CABB, IBBA, or M&A Source) counts five of the six as members, a useful signal, though membership is not a license or a government credential. One of the six notes a credential such as CBI or M&AMI, which are professional designations rather than licenses. A single Google review is posted for the group, at 5.0 stars, so ask the brokers for references from past sellers.

On your first call, ask how and when the firm is paid, what is billed on top of the main fee, and when each payment comes due. With any advisor you interview, get a written engagement agreement that spells out what is being sold, how long it runs, and who handles your file. On confidentiality, find out when a nondisclosure agreement is signed, and how inquiries are handled so your name stays out of early conversations.

Licensing matters here: a paid sale of a California business opportunity, meaning the business and its goodwill, generally calls for a real estate license, so search the broker's name or license number on the DRE public lookup and make sure the license is current. Should you be working with a salesperson, make sure they work for a licensed broker, since a salesperson must work under a broker. Owners who want a wider field can also open the pages for San Ramon (11 brokers), Fremont (6) and Walnut Creek (5).

Common questions about business brokers in Pleasanton

What belongs in an engagement agreement with a Pleasanton business broker?

Ask that the written engagement name the services, the people on your file, the length of the commitment, and any exclusivity. Take your time with it, and ask questions about any clause you do not understand, because it is the document that sets the terms of the whole sale.

How should I handle the fee conversation with a Pleasanton broker?

Fee structures differ from firm to firm, so none are quoted here, and each broker can give you the details directly. Have each firm explain how and when it is paid, and get the answer written into the engagement.

What should I ask a Pleasanton business broker on a first call?

Interview a few advisors and ask each one about the kinds of businesses it has sold before you pick one. Brokers who focus on Main Street sales tend to handle smaller companies, so check that the firm's usual clients look like you before you commit.

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

Selling all of a corporation's stock can involve securities rules, so ask your attorney how the deal will be structured, then confirm what applies with the state and federal securities regulators. This directory cannot tell you whether your sale crosses that line, so treat it as a question for your advisors.

Is a real estate license required to broker a business sale in Pleasanton?

As a rule, 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. The law defines a business opportunity to include the sale of a business and its goodwill, so the rules reach sales of ordinary businesses like a shop or a restaurant.

Business Brokers near Pleasanton