Tag Archives: business broker

by in Sell a Medical Practice, Selling your business

The Definitive Guide to Selling a Medical Practice in California

When considering selling your medical practice, there are a lot of things to think about. The field of healthcare is constantly changing, and government and insurance regulations largely affect this industry.  That means that to sell your medical practice, there are some things you need to do that make yourself appealing to buyers of all […]

by in Loans and financing, Management and Planning, Sell a Medical Practice, Selling your business

The Legal Intricacies of Buying and Selling a Business in California

We often say that selling your business will take a team of experts. The business broker is like the quarterback of that team. He or she will make sure that everyone is talking to everyone else, and that all documents that need to be made available are handled securely and confidentially. There are also a […]

by in Loans and financing, Selling your business

Claims and Selling a California Construction Business

Unfortunately, a common occurrence in the construction industry and other contractor industries is litigation or a claim. A construction claim is usually a demand made by the contractor to the owner for money to cover the additional cost of construction work performed on a project beyond the original terms of the contract. Simplified, a construction […]

by in Management and Planning, Selling your business

The COVID-19 Impact on Lease Negotiations and Selling Your Business

Some of the biggest news of the CVOID-19 era has been the delicate lease negotiations between landlords and tenants. With reduced revenues, tenants struggle to make regular rent payments but don’t want to lose their locations for when things normalize again. Landlords, especially those who also carry mortgages, cannot afford to be without rent for […]

by in Business valuations, Management and Planning, Selling your business

10 Things for Every California Business Owner to Consider Due to COVID 19

Every business owner has been affected in one way or another by COVID 19. However, the key is what to do about it. From employee, client, and customer safety to financial struggles and concerns, there are things you can do to protect yourself and your business. Here are ten things every California business owner should […]

by in Business valuations, Selling your business

How Has the Coronavirus Affected the Value of my California Business?

Owning a California business has always been both desirable and different. Areas of great year-round weather and a laid back lifestyle have appealed to California entrepreneurs for decades. So has the potential for income, as were the state its own country, it would be the sixth-largest economy in the world. It was also one of […]

by in Sell a Medical Practice, Selling your business

Selling Your Specialty Medical Practice in California

Selling your specialty medical practice anywhere can be a complex project. Many physicians, once they have opened their practice, tend to specialize in certain fields. This specialization offers several advantages over a General Practice for many doctors, and also makes the medical practice unique. In many cases, this can make it easier to sell when […]

by in Business valuations, Selling your business

Cleaning Up with the Sale of a Janitorial Services Business in California

No matter what the time or situation, janitorial services are often in demand, in California and elsewhere. In light of the events of 2020, even more companies are outsourcing their janitorial and cleaning services to professional companies. Now may be one of the best times for selling a janitorial services company in California. Here are […]

by in Business valuations, Selling your business

California Business Services and Social Distancing

Due to the COVID-19 pandemic, many businesses in California are struggling with understanding which businesses are essential and which ones are not. While some cleaning services are considered to be essential, there have been debates about everything from landscaping to tree services. At the same time, since many businesses have closed, for the time being, […]

by in Selling your business

Knocking Down Walls: Keys to Selling Your Home Remodeling Business

The construction business in California is extremely healthy, and when it comes to home remodeling businesses, companies are thriving. As the seasons change, people often want to make changes too, and that includes remodeling their home. However, you may be craving change as well and feel like selling your home remodeling business. Whatever your reason, […]

by in Business valuations, Selling your business

Valuing Your Business Services Company: Why It’s Important to Get it Right

Service business valuation when it’s time to sell your business services company in California, the very first step is to value your business. This is true no matter what business you are preparing to sell. It makes sense of course; you can’t sell something until you know what it is actually worth. But why, exactly […]

by in Business valuations, Selling your business

Why Now is the Time to Sell a California Manufacturing Business

There’s a lot of talk about manufacturing in the news, everything from trade and tariffs to Brexit and other current events, like the attempt to contain the spreading coronavirus. What all of it really means is that there are some great opportunities for domestic manufacturing companies. There’s really a no better place for these companies […]

by in Selling your business

Being Environmentally Conscious When Selling Your Business

Today, consumers are increasingly motivated to do business with companies that are environmentally conscious. That means they not only comply with local and federal regulations, but they go beyond what is required in order to protect the environment. That means that business buyers are also looking for businesses that are environmentally conscious, especially Millennial buyers. […]

by in Buy a business, Loans and financing, Selling your business

SBA Loans in 2019: What Sellers and Buyers Need to Know

The Small Business Administration issues and/or guarantees loans for small businesses, and getting SBA loans is one of the most common way many entrepreneurs fund their dream of owning a small business. The process of qualifying for and getting SBA loans is pretty static, but interest rates, what loans and how many are approved, and […]

by in Business valuations, Buy a business, Selling your business

Starting a Business: Buying an Existing Business or Starting from Scratch

As a business broker who helps those selling a business find the right buyer at the right time, but also who connects those buyers with the sellers who are right for them, the question often comes up “what about starting my own business from scratch?” It’s a fair question and one that deserves a deeper […]

by in Business valuations, Management and Planning, Sell a Medical Practice, Selling your business

Why Choose Rogerson Business Services?

Andrew Rogerson, the owner, and operator of Rogerson business services is no stranger to owning a business himself. Between the businesses he owned in his native Australia to those he has owned and operated in the United States, he has an intimate knowledge of what it means to run a business. He’s sold his own […]

by in Business valuations, Buy a business, Selling your business

A Successful Sale of a Tree and Landscaping Business

There is a great quote that appears to have be attributed to different people. The quote goes as follows: “Experience is the best teacher.” Earlier this year Rogerson Business Services finally closed the sale of a Tree and Landscaping business that we thought would never happen. As ‘experience is the best teacher’, here’s have a […]

by in Management and Planning, Selling your business

Selling a business in 2018 is still bullish

Market conditions for selling a business in 2018 Selling a business in 2018 is still bullish on a strong M&A market for 2018. Optimism persists despite economic and political uncertainty about U.S. tariffs.  This is according to the Q1 2018 Market Pulse Report.  This report is published by the International Business Brokers Association (IBBA), M&A […]

by in Management and Planning

S-Corporation: Is It Right or Wrong for My Business?

As a business owner, you may see articles about S-corporation. These are corporations that elect to pass corporate income, losses, deductions, and credits through to their shareholders for federal taxation purposes. The shareholders of an S corporation will report the flow-through of income and losses on their personal tax returns; taxes are imposed at their individual […]

by in Sell a Medical Practice

Why Dermatology Sees Transformation in Practice Consolidation

Dermatologists who are considering the sale of their medical practices should know the latest information about their specialty area and practice consolidation trends. The majority of dermatologist practices (35%) are operated as solo practices or single-specialty group practices (41%). However, 15% of recent practice acquisitions by private equity firms (PEFs) have been dermatology practices, even […]

by in Business valuations, Selling your business

Growing Trends for Middle Market Business Sales This Year

Middle market business sales with 2017 coming to a close, it’s an opportune time to consider what we’ve learned. Private equity firms raised over $200 billion globally this year as of December. By the end of the third quarter, the U.S. middle market had completed $233 billion in deals, according to PitchBook third-quarter data. This […]

by in Management and Planning

The Most Recent California State Business Taxes

California small business owners need to understand the state business taxes because unfortunately, the state levies higher-than-average taxes on business and personal income. Plus, California is one of the few states that imposes both taxes—business and personal—on small business owners who set up their businesses as pass-through entities like S corps or limited liability companies […]

by in Business valuations, Loans and financing

PEF Recapitalization Skyrockets Main Street Business Sales

Research shows that small and medium enterprises (SME) or Main Street companies valued at $2-50 million are going to market because of private equity firm (PEF) recapitalization. The Market Pulse Report, which is published quarterly by the International Business Brokers Association (IBBA), M&A Source, and the Pepperdine Private Capital Markets Project, explains that private equity […]

by in Selling your business

Second Quarter Market Pulse Survey Valuable for Sellers

The Second Quarter Market Pulse Survey Report by the International Business Brokers Association (IBBA), M&A Source, and Pepperdine University’s Graziadio School of Business and Management found some valuable information for those business owners who are trying to sell their companies. The survey for the first time asked business advisors about how they market their listings. […]

by in Sell a Medical Practice, Selling your business

Physicians Foundation: Fascinating Results of a Medical Practice Sale

A survey of more than 17,000 physicians has found shifting practice patterns limit patient access to care. The biennial research commissioned by the Physicians Foundation examined professional morale, practice patterns, career plans and perspectives of today’s physicians. The Physicians Foundation is a nonprofit organization that seeks to advance the work of practicing physicians and help […]

by in Management and Planning, Selling your business

Growing Uptick in Californian Mid-Sized and Small Business Transactions

The most recent records of sales of small and mid-sized businesses in California shows a marked increase compared to past figures. The Q1 2017 numbers from BizBen.com, an index that records California’s small and mid-sized business data, found that the State of California saw a record number of small business transactions. Los Angeles City and County […]

by in Sell a Medical Practice, Selling your business

Sell My Medical Practice | 5 Don’ts For Physicians to Follow

Many physicians will need to face a big decision at some point during their career: the prospect of selling their medical practice. As Sacramento business broker Andrew Rogerson has told many of his clients, the sale of medical practice must be structured and executed to best attain the selling physician’s two primary objectives: (1) maximum […]

by in Selling your business

Selling Your Daycare Center

Working with children can be extremely rewarding. And while that joy can be an incredible high, it’s coupled with the daily stress of maintaining a facility, managing a quality staff, working with Local Child Care and Development Planning Councils (LPCs), and complying with local ordinances — as well as the laws and regulations specific to […]

by in Management and Planning

California Manufacturing : Growth and Profitability Program

California Manufacturers Advantage® (CMA) is a terrific program that’s geared toward small and medium sized manufacturers. This California manufacturing program provides a comprehensive review of your business, with technical expertise and strong leadership skills to spot issues and create meaningful solutions. Every year, CMA advisors help hundreds of manufacturers around California identify and implement business […]

by in Buy a business, Selling your business

Realizing the Most Successful M&A Results

Research shows that anywhere between 70% to 90% of all acquisitions don’t realize the M&A results that the acquirers desire. The reason for this high rate of failure is a substandard and ineffective integration plan. A 2015 industry study found that companies with the best M&A results have very successful post-close integrations. Many acquisitions don’t […]

by in Sell a Medical Practice, Selling your business

Developing Goodwill in Your Medical Practice

Medical practices in Sacramento, CA, and around the country have a variety of intangible assets, including patient medical records, a workforce in place, and non-compete agreements. These assets are usually referred to as “goodwill.” Medical practice goodwill can be an important element in valuing a medical practice when an owner is preparing to sell. How […]

by in Buy a business, Selling your business

HVAC Companies in Northern California Set for Acquisitions

There are an increasing number of business owners in the environmental and facilities services industry who are preparing to retire. As a result, investors are looking at an industry segment full of opportunities for acquisition. There are also some other factors driving sub-sectors of business services towards consolidation. Let’s look at the details of HVAC. […]

by in Sell a Medical Practice

Boutique Medical Practices are a New Trend in Medicine

A boutique medical practice, Parsley Health, is set to debut its first location in downtown San Francisco later this month. It’s a growing trend in Northern California and around the country. An increasing number of physicians are practicing concierge medicine and opening boutique practices as a way to avoid dealing with insurance and reimbursements. These […]

by in Management and Planning, Selling your business

How and When to Tell Your Employees You’re Selling Your Business

Congratulations on selling a company! As an entrepreneur, selling a company is a wonderful achievement. You’ve proven that you can deliver results in the form of sustained profits and a positive market value. This is evidence of future profits and success for the new owner. No doubt you’ve been thinking about your exit-strategy and your next moves […]

by in Sell a Medical Practice, Selling your business

Major Pitfalls to avoid When Selling a Medical Practice

When considering the prospect of selling their medical practice, physicians want to achieve two main objectives: maximizing their profits and minimizing any liabilities after the sale is completed. Engaging the assistance of an experienced Sacramento business advisor can ensure that the sale of a medical practice is structured correctly and executed without issues. Unfortunately, too […]

by in Management and Planning, Selling your business

Sacramento area and National Business sales trends 2016

Compared to a year ago (Q2 2015), the sale of businesses in the second quarter of 2016 were comprised of more small businesses according to the quarterly Market Pulse Report published by the International Business Brokers Association (IBBA), M&A Source and the Pepperdine Private Capital Market Project. As a member of the M&A Source and […]

by in Buy a business

Tips Buying a Seasonal Business

Business owners are sure to experience ups in downs in revenue and sales, but for those business owners who have seasonal businesses, the peaks and valleys can be all the more pronounced. That’s because the lion’s share of their revenue is concentrated on a specific time period. These businesses provide products or services which are […]

by in Management and Planning, Selling your business

Lessons From These Manufacturing Success Stories

The manufacturing industry has experienced tremendous growth over the last few decades, with more companies adopting lean methodology and successfully competing in a global marketplace, according to the National Association of Manufacturers.  Productivity also hasn’t shown any signs of slowing down. Overall, the hourly output for all workers in the manufacturing sector increased over 2.5 […]

by in Buy a business

Secrets to Buying a Business

One of the most fundamental career choices for an individual to consider is whether you want to work for someone else or work for yourself. But working for yourself sounds a bit like starting your own business. This thought makes some folks queasy, seems pretty feels risky, and requires an excellent business idea, which you […]

by in Buy a business

Basics of Buying a Business

Some people say that buying an existing business can be a shortcut to success. While that may be true, you should work with an experienced Sacramento business valuation consultant to help you make a wise decision, so that you can bypass some of the stressful and backbreaking efforts involved with the building of a business […]

by in Sell a Medical Practice

Private Equity Firms are Now Buying Medical Practices

Private Equity firms are eyeing primary-care practices proven to be ahead of the curve in value-based care. One of the recent trends in business sales is the growing number of investments that private-equity firms are making in primary-care physician practices. Specifically these investors are targeting medical practices that are at the forefront of offering new […]

by in Loans and financing, Management and Planning

The Importance of Accurate Bookkeeping

The importance of accurate bookkeeping cannot be underestimated.  It touches so many aspects of the business. Accounting and bookkeeping are critical components to managing your business properly, along with keeping these records for tax purposes. Maintaining accurate and up-to-date financial records for your operations will tip you off to cash flow and tax issues.  Most […]

by in Andrew's Money 2.0 radio show, Business valuations, Sell a Medical Practice, Selling your business

Medical practices valuation with Terry Flanagan, Business Appraiser

Terry Flanagan, by profession is a business appraiser and therefore prepares business valuations. What’s one of the many interesting things about Terry, though, is that his original training was as a Chiropractor where he owned and operated his own Chiropractic practice in the Chicago suburb of Palos Heights and so an important focus of the […]

by in Sell a Medical Practice, Selling your business

Signing a Covenant Not To Compete When Selling a Medical Practice

Successfully selling or buying a medical practice is one of the more challenging and complicated business transactions. When everything aligns and the seller and buyer are able to agree on the basics of the transaction, there is generally a detailed due diligence period as there are many items to review. This includes making sure the […]

by in Buy a business, Management and Planning, Selling your business

The Uncertainty Principle when selling or buying a business

The Uncertainty Principle, according to Wikipedia, is a variety of mathematical inequalities used in Quantum mechanics. As I have almost no understanding of Quantum mechanics I am unable to use it effectively except I heard it paraphrased the other day with an explanation that “the more precisely you study and learn something, the less you […]

by in Andrew's Money 2.0 radio show, Business valuations

Ney Grant Talks Middle Market Brokering

Ney Grant from Woodbridge International was my guest on 105.5FM and Money 2.0 in 2013. Woodbridge International focuses on buying and selling companies that are “middle market”; companies that have a net income of a million dollars or more. Ney shares how selling a middle market differs from smaller mainstream business brokering. He says the […]

by in Andrew's Money 2.0 radio show, Business valuations, Loans and financing

Downtown Sacramento Partnership

The Downtown Sacramento Partnership is a private, non-profit organization dedicated to the improvement of Sacramento’s central business district. The Downtown Sacramento Partnership oversees maintenance, safety, and revitalization programs financed by the Downtown Sacramento Management District, a property assessment district established in 1995 and renewed in 2000. Valerie Mamone-Werder is the Business Recruitment Manager for the Downtown […]

by in Business valuations, Loans and financing

Investing in Customer Service Brings the Best ROI

Some companies consider customer service as a necessary evil, forced because of either a problem in the production system or from the inabilities of the consumer. These companies believe that a perfect world would not need customer care. But smart businesses know that a customer service department is an investment in marketing, brand loyalty, and […]

by in Business valuations, Management and Planning

A Shareholder Agreement protects a family business

A family business is unlike any other business as it has its own unique characteristics. Those unique characteristics are obviously the family dynamics and while it generally binds a family together when there is adversity, it can divide and create divisions and antagonisms that run deep. However, just like any business, a family business has […]

by in Buy a business

How Much Working Capital Do You Need When Buying a Business?

Buying a business has many complexities. How to determine working capital needs? Understanding the business value, negotiating with the seller, obtaining finance, conducting due diligence, working with attorneys, accountants, tax advisors, government agencies, and more. With so many areas to review, negotiate and decide on, there is one area that is easy to forget. This […]

by in Loans and financing, Management and Planning, Selling your business

The Importance of a Balance Sheet When Selling a Business

The Balance Sheet is a critical document when selling a business. The first place almost all buyers start are the financial statements including the Balance Sheet. They typically ask first for the Profit and Loss Statements and Tax Returns as they want to see the cash flow and profitability of the business that is in […]

by in Management and Planning, Selling your business

How a buy-sell agreement can save a business

If you are a sole proprietor of your business, a single member LLC or the sole shareholder of your corporation there is one problem you do not have to worry about and that’s a buy/sell agreement for your business. The reason you don’t have to worry about a buy/sell agreement is that you have 100% control of your business and are able to make any and all decisions concerning its operation and this includes when and if you decide to sell your business.

by in Andrew's Money 2.0 radio show, Loans and financing

Sacramento Angel Investing

Graeme Plant says Angel investors are often retired entrepreneurs or executives, who may be interested in Angel Investing for reasons that go beyond pure monetary return. These include wanting to keep abreast of current developments in a particular business arena, mentoring another generation of entrepreneurs, and making use of their experience and networks on a less than full-time basis.

by in Loans and financing, Management and Planning

Is Crowdfunding Right For You

Is crowdfunding right for your business? During the depths of the Great Financial Crisis, Congress became very concerned with the level of unemployment and how this was weighing on the US economy. Additionally, the Federal Reserve in the US is given two mandates; first, manage the rate of inflation and second, make monetary policy decisions that lower the unemployment rate when it becomes unacceptably high.

by in Buy a business

Marketing or advertising business for sale

Have you thought about buying a business in the marketing and advertising industry? There are over 37,000 companies in the US alone servicing this sector, with a combined annual revenue of about $94 billion. The industry is highly competitive, has an ever-changing technology and regulatory landscape, and relies heavily on creativity and the fostering of client relationships. There are, however, many opportunities with current evolving trends and niche marketing.

by in Buy a business

Buying a Business is a Smart Move

Surprisingly, in spite of the recession in the US, starting up a company is still proving to be big business. Recent figures in BusinessWeek.com confirm that last year, a staggering 12% of US adults started up their own business; either from scratch, or by buying an existing business or franchise; a significant and dramatic rise from the percentages of previous years.

by in Andrew's Money 2.0 radio show, Loans and financing

Applying For An SBA Loan | Application Tips

How do I apply for an SBA loan? Since the Great Financial Crisis started in the third quarter of 2008, small business owners have been squeezed with the performance of their business as they have been starved of access to credit. This starvation for credit would have been exasperated were it not the lending of the SBA through their different loan programs and the banks they support.

  • 1
  • 2



    5150 Fair Oaks Blvd, #101-198
    Carmichael, CA, 95608-5788


    Phone: (916) 570-2674
    Fax: (916) 473-8655



    Buying or selling a business is a complex process – and you shouldn’t go through it alone. You need an experienced business broker to guide you through the process.

    We make buying and selling businesses simple and straightforward. We’re qualified to handle the most complicated aspects on behalf of our clients, ensuring you walk away satisfied.