By Andrew Rogerson, Founder, Rogerson Business Services Certified Business Broker (CBB), M&A Master Intermediary (MAMI) Last updated: April 25, 2026 Author Note: This guide
By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory) Understand the fire & life safety due diligence checklist to prevent deal failure. Last updated:
By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory) When negotiating the sale of a fire and life safety business, owners must understand the
By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory.) When considering an Environmental M&A Advisor vs. a Generic Broker, it’s important to understand the differences
By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory) When considering an Environmental M&A Advisor vs. a Generic Broker, it’s important to understand the differences between
By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory) When considering an Environmental M&A Advisor vs. a Generic Broker, it’s important to understand the differences between
Get a summary By Andrew Rogerson, Founder, Rogerson Business Services (California M&A advisory) When considering an Environmental M&A Advisor vs. a Generic Broker, it’s important
Summarize with AI A due diligence checklist helps you keep track of key items when selling a cleaning or janitorial business in California. You collect
Summarize with AI When negotiating a janitorial business sale in California, you have many choices to consider. Seller leverage plays a crucial role in the
Net Working Capital is a concept that arises in most M&A transactions involving the sale of an ongoing California business by the owner or seller
Find the best business brokers for manufacturing companies in California. Explore top firms like VR Business Brokers, Rogerson Business Services, and more. Finding the right
Learning how to prepare your business for sale in California can make the difference between success and failure. Selling a business in California is a
Financial due diligence is critical to the successful sale of any business. Unlock the maximum value of selling your business in California. Expert guide on
Expert guide on choosing the right business broker in California to sell your business. Find local expertise, maximize value, and confidently navigate the California M&A
Learn expert tax strategies to minimize liability and maximize your net proceeds in the Golden State. As an M&A advisor navigating the California market for
Selling a business in California? Navigate complex tax deductions, capital gains, and CA tax laws with expert M&A advice to maximize your after-tax proceeds. This
Learn how to defer capital gains tax strategically when selling a business in California. Expert M&A advisor Andrew Rogerson outlines strategies, including 1031 exchanges, installment
Here are some comprehensive methods for protecting sensitive and confidential information, both internally and externally. Sensitive and confidential information includes limiting data access, setting clear
Preparing your business for sale in California requires focus and precise planning. California’s business environment offers strong Buyer interest across many industries, from healthcare and
Selling a California business represents a significant financial milestone, often resulting from years—if not decades—of personal investment and operational growth. However, even profitable, well-run companies
Common business mistakes that you have made while running your business for a long time, and you are looking at retirement. Or perhaps you have
Are you selling your business in California? Are you wondering how to avoid not getting what you deserve for your company? Maybe you know you
Selling a business is rarely easy. There are just too many variables. Plus many of these variables are outside the control of all the typical
Understand the critical role of the Letter of Intent (LOI) in California business sales. Expert insights and essential terms. In the intricate process of selling
Navigate the complexities of bulk sales in California. Learn about the Bulk Sale Act, the role of escrow, and how to protect your interests when
Navigate and understand the complexities of bulk sales and real estate transactions in California. Expert guidance for a smoother, more profitable business sale. Selling a
Examine the advantages and disadvantages of Seller retention following a business sale. Understand post-sale strategies for smooth transitions. The sale of a business often marks
Navigate the complexities of commercial lease negotiations when buying a business in California. Learn how to negotiate a commercial lease agreement effectively. This guide provides
Demystify California’s unique capital gains tax laws and unlock strategies to maximize your profit when selling your business. Learn key differences from federal regulations and
What percentage does a business broker make? 10% is the golden number for the Golden State. Understand fee structures, factors that influence costs, and how
Get expert guidance on selling your business with a broker in California, from preparation and valuation to marketing and closing the deal. Sell your company
How do I find the BEST broker to sell my business in California? Discover key qualities, red flags, and essential questions—expert advice from Andrew Rogerson. Finding
Need a business broker to sell your California business? Learn how to choose the right business broker in California, navigate the process, and get the
Are business brokers worth it? If you want to sell your business in California, here are five benefits of working with a broker. Get The
How to Sell Your Business? As they say, failure is a great teacher. However, if you want to sell your business, why not learn from
Unlock the secret to successful business negotiations! Discover the emotional journey of leveraging multiple profit valuations in California—your guide to securing the deal of a
When selling a business, the seller has two main options during the deal structure and its terms: an earn-out or a seller note. An earn-out
Preparing a business for sale in California is a crucial task that requires meticulous planning and effective strategies. Whether you are looking to exit the
First, we need to understand the types of brokers to understand what a business broker is. A business broker assists retiring business owners in California
Business buyers come in all shapes and sizes. Some are motivated by the desire to make a quick profit, while others are seeking a long-term
There are several types of motivated business buyers that business owners should be aware of when selling their business. One type is the strategic buyer,
Are you looking to put your IT MSP business for sale? If so, understanding the process and what buyers are looking for is essential to
If you’re an IT services business owner looking to sell your business, it’s essential to research and choose the right broker in California to work
If you say, “Sell my business with a broker,” then hire Rogerson Business Services in Northern California to help you navigate the valuation and selling a
There are definite steps you can take to find the right deal when selling your business. Although every sale is unique, the fundamentals are the
Financial due diligence is crucial to ensure a smooth transaction when selling a business in California. Financial due diligence is the process of ensuring that
When you sell your business, utilize all available tax-saving techniques. California offers several ways to reduce tax liability when selling a business. How to Avoid Tax
Familiarizing oneself with the escrow process in California is crucial for a business owner planning to retire and sell their business. Whether you are currently
If you’re a business owner looking to sell your business in California, it’s essential to understand what happens to your cash when the deal closes.
Selling a small business in California can be a big undertaking. Hire a California-certified business broker who can assist the business owner who wants to
No California small business owner likes discussing taxes, and they certainly do not enjoy paying them. However, that does not change the fact that taxes
Suppose you’re a business owner in California looking to exit your small business and reduce your financial risk by selling your company. In that case, there
Leaving a small business in California is a common occurrence. Many situations warrant this result, some of which are: Retirement and selling the small business
Preparing to sell your small business confidentially in California can be time-consuming, but it doesn’t have to be. Properly planning how to sell a California small
Do you own a business and are looking to grow? Growing a business can occur through a business acquisition strategy or organically, depending on the
If you are a small business owner in California and want to learn how to list your California small business for sale, you have come
Whether you’re looking for a new business venture, aiming to achieve a life-changing event, or planning to retire or transition into something new, you’ve decided
This is a question people will often ask me, as a California Based Business Broker: Do I need an Attorney When Selling a Business in
We often say that selling your business in California will take a team of experts. The business broker is like the quarterback of that team.
We live in an extraordinary time where one of the only certainties we are offered is uncertainty. You may be considering selling your California business.
In mid-March 2020, I had the great pleasure of assisting the owner of a California manufacturing business in successfully selling his business. The business was located
A significant question a business owner may have during their ownership of a business is: “Should I sell my business during a recession?” Unfortunately, this
Selling a business in California is a life-changing event. The sale will likely be one of the most significant financial events of your life and
Most of the time, when you are selling a business in California, you want to keep the fact that your business is for sale confidential
It’s that time of year again. It’s time to sign up for a gym membership only to cancel it in February, or register for that
There are a few steps you can and should take to help you gather data to make the right decisions about the future of your
With Thanksgiving, Black Friday, Cyber Monday now behind us and the cooler weather including rain for those of us that live in California, its time
The tax implications of selling your business are huge. There are numerous decisions to be made. The sooner your path is established, the less likely
Most entrepreneurs and businesspeople dislike discussing insurance. It seems like you never have enough, according to insurance people, and it always seems to cost more
When you are selling your business, we always stress how important it is to be organized and to have certain documentation at your fingertips. This
Business owners often struggle to know the value of their business. After all, what is this thing they have spent so much time building over
The State of California is one of the strictest in regulating and protecting the rights and health of its citizens. The state is also strict
When discussing the purchase or sale of a business, one of the first topics to address is the due diligence process. What does that mean
What is a Letter of Intent, and why do I need one? The age-old question when it comes to buying and selling a business. A
Qualified buyers are business buyers with qualified financing that makes them able to afford the asking sale price of your business. So you’re ready to
This is a fascinating question, as you think the answer would be straightforward. What does it take to sell your business in California? The answer
Andrew Rogerson, the owner and operator of Rogerson Business Services, is no stranger to owning a business himself. Between owning businesses in his native Australia and
Earlier this year, Rogerson Business Services finally closed the sale of a Tree and Landscaping business in California that we thought would never happen. As
Ever thought your business in California was too small to attract a private equity group (PEG)? Well, you could be mistaken. Many private equity groups
Developing an Exit Strategy and why it’s important Often, when people start a business, they think about an exit strategy and what it will be
Finance options and buying a business in California. It’s normal for a business buyer to require some form of financing to purchase a business. The
There are many reasons to sell a business, from making a profit to moving on and starting another one. Perhaps you are ready to retire,
Unlock the need to hire a business broker when selling your business in California. You are now ready to sell your business in California. But
Mergers and acquisitions (M&A) look, at first glance, to be some complex form of magic. However, while they can be a bit complex, they are
Who is going to buy your business? It’s an interesting question. Do you own a business and are wondering who is going to buy your
If you are looking to know what the different types of Merger and Acquisition Agreements are? You are at the right place. When it is
A business broker’s primary role is that of a business coach or mentor. The business broker guides and informs buyers and sellers about what it
How to broker a medical practice in California? Let’s find out… With changes to the Affordable Care Act and others anticipated, and the way insurance
For whatever reason, you have decided that it is time to sell your business in California. You have conducted some basic research and, rightfully so,
Vetting business buyers when selling your business can be a rewarding experience. Whether you are looking to retire or simply move on to the next
A Letter of Intent in the Sale of a Medical Practice in California (LOI), also known as a “term sheet” or a “memo of understanding
The only certainty in business, as we head into every new year, is the uncertainty of selling a business. The Definition: Uncertainty of Selling a Business
Is it time to value and sell your business? Selling and buying a business requires only one set of circumstances. Those circumstances require that both
California small business owners need to understand the state business taxes when selling a business. The state levies higher-than-average taxes on both business and personal
An Employee Stock Ownership Plan, or ESOP, is an option for a business owner who wishes to sell their business and retain ownership of the
When you buy and sell a house in California, the formal part of the transaction after the negotiations are complete is the escrow process. During
What is a Structured Sale and Selling a Business In its most basic form, a Structured Business Sale allows the Seller of a business to
Deferring taxes and selling a business When you sell your business, you may face a surprising tax bill. Depending on your local county and state
Tax and selling a business How do you know your tax position when selling a business? Selling a business involves many moving parts and, in
Tax and buying a business How do you know your tax position when buying a business? Buying a business comes with many moving parts and
Buying or selling a business may seem like a straightforward process. Still, seasoned business advisors, such as Andrew Rogerson in Sacramento, recognize that these transactions
It’s no secret that between 70% to 90% of deals fail to meet the parties’ expectations. However, what may not be as readily known is
There are many reasons why a business may realize less than its desired sales price… The most basic is that a buyer doesn’t assign the
Want to buy a business successfully? The decision to move forward with successful business acquisitions is a big decision, as well as a substantial investment
How do you conduct a sale of a business by sharing documents without compromising integrity or breaching confidentiality? Many components and attributes of a business
Building assets in your business is a good business practice. For example, although buying and driving behaviors for personal cars can be relatively predicted, this
Some people say that buying an existing business can be a shortcut to success. While that may be true, it is advisable to work with
What is Due Diligence? Due diligence is simply the homework that one does when they are contemplating the purchase of a business. It’s the detailed
Without exception, the sale of a business from one owner to another is a complicated process in California. In simple terms, the difficulties for each
What’s the first decision for a new business owner of an acquired business in California? The answer should be complete and straightforward. Do absolutely nothing.
What are Representations and Warranties? Representations and Warranties are standard clauses in any business or practice purchase agreement. It’s not something the buyer and the
Asset Preservation by Deferring Capital Gains Tax Bill Angove is all about asset preservation by deferring capital gains tax. He was my guest on Money
How quickly can I sell my business? This is one of the questions that comes up in every meeting with every seller. It’s almost without
The Uncertainty Principle, according to Wikipedia, is a set of mathematical inequalities used in Quantum mechanics. As I have almost no understanding of Quantum mechanics,
Confidentiality is generally much more critical to a business Seller than to a business buyer when selling a business in California. Interestingly, when professionals such
Due diligence typically occurs during the sale of a business, once the price and basic terms of the deal have been agreed upon. Its specific
Buying a business in California has many complexities. How to determine working capital needs? Understanding the business value, negotiating with the seller, obtaining finance, conducting
If you are considering selling your business, you likely have a straightforward approach. All I need is one right buyer who likes my business, has the financial
Nearly two out of five small business owners say their time is their company’s most valuable asset, and one in four would pay more than
They may seem an unusual question, and it probably is, as the answer is obvious – because that’s what the business owner in California wants
Accurate bookkeeping is essential for a business’s success in California. We go through some tips below. There are too many things to do when you
Perhaps the most critical question you can answer when you are ready to buy a business is, in California, “Why buy a business?” Reasons to Buy
There is only one reason a business never sells. A business never sells unless there is both a motivated buyer and a motivated seller. I
How to Exit Your Business. If you are a business owner in California and wondering how to exit your business, consider the following five options.
Have you thought about buying a business in the marketing and advertising industry? There are over 37,000 companies in the US alone that service this
What is a bulk sale when selling a business? The bulk sale process applies when a seller and buyer have an initial agreement on the
How does escrow work when selling or buying a business? The process of buying or selling a business has many steps. These can include negotiating
How do you sell a business from a position of strength? The economy continues to recover. Many business owners had been holding off on selling
The terms of the deal are more important than price. There is a saying in business brokerage that we share equally with buyers and sellers,
What do you know about owning a business and the Law of Two Feet? We have all heard of the Law of Attraction and Einstein’s
If you own a business and think it’s time to sell, an option to add to your toolkit is whether you would be willing to
If you are a business owner in California, you do this in case you hear the magic words “I would like to buy your business.”
Negotiating a lease while selling your business. In this article, we will address five key questions about negotiating a commercial lease when selling a business.
The Small Business Administration (SBA) has been a leading provider of loan applications for small businesses for many years. If you plan to apply for
Intellectual property can sneak up on some businesses as it may start from a “good idea” that helps the business survive, then gradually become an
Selling a business is NOT like selling a house. Not everyone will agree, but I am sure it’s close to the truth that buying or
What is a Covenant Not To Compete when buying or selling a business? In most business transactions, it is standard to include a Covenant Not
Negotiating a lease? For many small business owners, the single most important document for their business is the lease. Unfortunately, a lease is typically a
Caveat Emptor – Let the seller beware! If you own a business and receive an unsolicited offer to buy your business, please be careful. If
Do I need a Buy-Sell Agreement for my business? If you own a business and have a partner, have you thought of putting a legally
One of the hidden and sometimes very surprising scenarios that buyers and sellers of a business experience comes when both parties need to agree on
Offering the option of seller financing helps sell your business. Selling a business presents numerous challenges. The number one reason most transactions do not close
These strategies and top tips when selling a business in California will increase your chances of success. Successfully selling a business requires a great deal
What ethics should I expect from a business broker? If you own a house and decide it’s time to sell, you have a choice. You
How vital are terms and conditions when selling a business? In the initial stages of listing a business for sale, all attention focuses on preparing
What are my options if I am unable to sell my business? This current recession is marked by how low the economy has sunk, the increase in
What are your tax planning options when selling your business in California? You are a business owner considering the sale of your business. You’ve been
Here are four Buyer traits to watch when selling your business. Just as there are different sellers with different motivations, there are also buyers with
Selling your Business to the right buyer is essential. Here is why! Want to avoid selling your business to Dr. Jekyll? We’re all familiar with
If you are a business owner in California and wondering how to sell a business, here are five tips to follow. To successfully sell a
Is selling a business in tough times possible? Should I buy a business in tough times? With negative economic news grabbing the headlines in the
What does recasting financial statements mean when selling or buying a business? As a business owner and baby boomer, you have seen your share of
Due Diligence and Buying a Business. The Merriam-Webster Dictionary defines ‘Due Diligence’ as “research and analysis of a company or organization done in preparation for
Successfully selling a business to the right buyer means understanding the different types of buyers. Each buyer who inquires will have a unique reason to want to
What is a Certified Business Intermediary? Do thoughts of selling your business ever cross your mind? As a business owner, you certainly know that the
Succession planning can never happen too early if you own a business. There are more than 15 million family businesses in the United States, ranging
Ready to grow your business through acquisitions? The baby boomer generation spans many years, creating a unique situation in the business world. Aging boomers are
They are just as applicable if you are looking to buy a business. Selling a business or buying a business is rarely a simple process.
Are you seeking advice on securing a successful business loan? Money tends to rank high on the list of needs for people planning to start
What is the process of buying a business? Buying a business is a time-consuming process. It can sometimes take years to find the right opportunity.
Is a management buyout right for you when selling your business? Let’s find out! A management buyout is an option for some business owners to
Time is of the essence when buying or selling a business in California. Whether you are selling a business or buying a business, keep the
Is there an upside to Seller financing, and does it make sense? Selling a business in California presents numerous challenges, especially when considering Seller financing
Selling a California business is rarely a straightforward process. Understanding the steps involved in selling a company can help make the process smoother and more
What are the benefits of a good Business Broker? Many buyers and sellers of businesses will use a business broker or intermediary to assist with
If you are looking to sell your business in California, the perfect business a Buyer is trying to find could be yours. Try to present
Selling a business comes with complexities. Keeping it simple is the best policy. Here are 10 mistakes to avoid when selling a business. 1. Assuming
Selling a business is not easy. Many things can prevent a Buyer from considering your business, so you’ll need to market it well. Here are
Finding a good, experienced, competent Business Broker or Intermediary in California can make the difference between selling and not selling a business. Here are five qualities or
There are many options to consider when hiring a Business Broker or third party to represent you in a transaction, whether you are buying or
How to Increase Your Chances of Selling a Business. Selling a business is a complex and often contradictory process. For example, sellers typically don’t want
Andrew Rogerson, California Certified Business Broker. Meet Andrew Rogerson, a Lifetime Certified Business Broker (LCBB) and owner of Rogerson Business Services. Andrew helps California business
