Make earnings transferable
A buyer pays for future benefit, not only historical revenue. Clean tax returns, reconciled financial statements and documented add-backs make cash flow easier to verify. A final year showing depressed profit can reduce buyer and lender confidence.
Owners who perform frontline work should plan for replacement labor. Document staffing, responsibilities and the transition needed for operations to continue without the seller.
Prepare California-specific documents
Review entity records, permits, employee matters, insurance, contracts and the lease before marketing. Lease assignment, landlord consent and licensing can become critical closing conditions.
An attorney should advise on legal disclosures and agreements. A CPA should advise on tax structure and reporting. The broker coordinates rather than replaces these professionals.
Confidential marketing and agency
Marketing can describe industry, region and financial metrics without naming the business. Qualified buyers receive identifying information after an NDA and appropriate screening.
California representation depends on written agency disclosures and agreements. Alexey may represent the seller or the buyer as established in the transaction documents; he cannot claim both parties’ undivided loyalty in the same manner.
Offers, financing and escrow
Compare more than headline price. Cash at closing, financing, contingencies, seller note, inventory, transition and certainty all affect an offer’s quality.
A preliminary lender review can help identify financing obstacles, but neither SBA prequalification nor a buyer preapproval guarantees funding or closing.
Current California opportunities
Review active opportunities and request an NDA
Open the catalog →FAQ
Frequently asked questions
Can I market a California business without revealing its name?
Yes. Confidential marketing commonly uses a blind profile until a prospective buyer signs an NDA and is screened.
Should I improve profit before selling?
Supportable profit and clean records generally improve buyer and lender confidence. Avoid artificial changes; work with your CPA to report accurately.
Who handles escrow and legal documents?
The transaction may involve escrow, attorneys and other licensed professionals. Roles depend on the deal and should be confirmed in writing.
Can Alexey represent a California seller?
Yes, through Pellego, Inc., when the appropriate listing, agency and disclosure documents establish that representation.
Licensed in Florida and California
Alexey Gerasimov
Business sale and acquisition support in Florida and California, in English and Russian. Immigration and legal decisions remain with independent counsel.