Resources
Resources for Buyers & Sellers
Useful information for anyone buying or selling a business. Request any article or form and we’ll send it your way.
Resource Articles
Practical guidance across the buy/sell process.
- About Business Escrow Agents
- Business Financing Options
- Buying and Selling Assets versus Stocks
- Finding a Good Business Broker
- Hiring a Good Business Attorney
- How to Value and Sell a Business (Video)
- How to Sell a Business
- Sample Due Diligence List
- Buying and Selling a Business (NBR)
- Five Ways To Develop Your New Business
- Selling Your Business — Successful Due Diligence
- Requiring a Contractor's License
- Why Start a Business When You Can Buy One?
- Five Reasons to Buy a Pack and Ship Business
- Nine Good Habits of Successful Entrepreneurs
- SBA Loans and Financing Requirements
- Financing an Acquisition in Today's Market
- Tax-Free 401k / Home Equity
- Why Use a Business Broker
- What is a Business Worth?
- Seller Financing Can Help
- Preparing to Sell Your Business
- Retirement Funds Boost Acquisitions
Forms
Provided as part of a confidential engagement.
- Buyer's Criteria — helps us find the right business for you
- Dual Agency Information and Agreement — explains confidentiality requirements
- Buyer's Financial Statement — required by sellers prior to disclosure
- SBA Loan Application — we recommend that you pre-qualify
Credit & Financing
Understanding your FICO score and financing options helps you move quickly when the right business appears. Ask us about SBA pre-qualification and financing an acquisition.
Government & County Resources
County-level contacts for IRS, state and local tax authorities, and business-license offices across Northern and Southern California. Tell us which county you’re in and we’ll point you to the right offices.