Business Brokers in San Ramon, CA

There are 11 business brokers listed for the San Ramon area, all in Contra Costa County. That is plenty of choice, so it helps to sort firms by the kind of company they usually sell and then compare two or three of them side by side. Some of the brokers are based in nearby Danville and Discovery Bay and appear on this page.

The most frequently offered services are general business brokerage or M&A work (2 of 11), valuation services (2 of 11) and lower middle market and middle market deals (2 of 11). 10 of the 11 are members of CABB, IBBA, or M&A Source, which is worth noting but does not replace a license check. 2 of the 11 report credentials such as CBI or M&AMI, though a designation is no stand-in for a license check. Google shows 2 reviews across the brokers, with an average rating of 1.0, so ask for references from past sellers as well.

When money comes up, ask what the fee covers, and what happens to the fee if you end the agreement early. On confidentiality, ask whether buyers sign a nondisclosure agreement before they learn your name, and how inquiries are handled so your name stays out of early conversations. Before anyone starts marketing your company, get a written engagement agreement and read what it says about the work, the term, and how it can end.

Licensing matters here: the state treats paid business sales as licensed work, so search the broker's name or license number on the DRE public lookup and make sure the license is current. If the person you meet is a salesperson, find out who the supervising broker is, and look that broker's license up as well. The directory also has pages for Pleasanton (6 brokers), Walnut Creek (5) and Pleasant Hill (7), which are worth a look if you want to compare more firms.