Business valuations · San Mateo · San Jose · Bay Area

We value California businesses — and we sell them.

Written valuations for lenders, attorneys, CPAs and owners, and confidential representation for owners ready to sell. More than 1,000 completed transactions sit behind every number we give you.

Free opinion of value Thinking of selling?

Business Valuations

Recast financials, three valuation methods and a weighted conclusion, in writing. Built to be relied on by a lender, a judge, an insurer or the other side's attorney — and grounded in what Bay Area businesses have actually sold for.

Valuations ›

Selling a Business

Confidential representation from packaging through closing. Blind profile first, every buyer under an NDA with proof of funds, and nothing disclosed to staff, landlords or competitors until the owner decides.

Selling ›

Two ways we value a business

They are different products for different jobs. Most owners start with the first. Anyone who has to hand the number to someone else needs the second.

No cost, no obligation

Opinion of value

A confidential value range for an owner deciding whether, and when, to sell. Based on your records — we do not give numbers over the phone — and delivered in a conversation, not a report.

For an owner weighing a sale
Free, and nothing is disclosed to anyone
If the number is lower than hoped, we say what is holding it down

Request one

Flat fee, quoted in advance

Written valuation

A bound report built to be relied on by a third party — a lender, a judge, the other side's attorney, an insurer. Recast financials, three valuation methods, a weighted conclusion, and the reasoning shown in writing.

For loan files, disputes, estates, divorce and litigation
Delivered in two to three weeks
Fee credited toward the transaction if the business later sells through us

What it involves

For CPAs, attorneys and lenders

When your client asks what the business is worth, it is an awkward question to answer — a wrong number follows you. Hand it to us. We prepare the valuation and coordinate with you; your relationship with the client stays yours.

Angelo Izzo, Principal Broker — **Angelo Izzo**
Principal Broker · in the industry since 1977

SBA and acquisition lenders — pricing a deal that clears the new 1.25x coverage test
Family law attorneys — a closely held business valued as a marital asset
Estate and trust attorneys — date-of-death, gifting and trust funding

Litigation attorneys — partner and shareholder disputes, with testimony
CPAs and tax preparers — succession, retirement and exit planning
Insurance and wealth advisors — buy-sell funding and key-man cover

You work with Angelo. Start to finish.

Not a franchise office, not a junior analyst, not a call centre. The person who values the business is the person who answers the phone and the person who sits across from the buyer.

Nothing is delegated

Every recast is built from your own returns, line by line. No template, no database output, and no part of the work handed to someone you have never met.

One number, and he answers it

No intake team, no routing, no case number. A principal replies within one business day — not an assistant, and not next week.

Built around your situation

A divorce, a loan file, an estate and a sale need different work. We ask what the number is for and who will rely on it before quoting anything.

We tell you when the answer is no

If the number is lower than you hoped, or a certified appraisal is what the matter really needs, you hear it in the first conversation rather than the fourth month.

Also

Expert Witness

Testimony and analysis on the value, listing and sale of privately held businesses — partnership disputes, marital assets, estates and litigation.

Expert witness ›

Buying a Business

Access to listings, an honest read on the seller's numbers before an offer is written, and help structuring a deal the cash flow will actually support.

Buying ›

Selling, or just need a number?

Tell us the situation and we will say plainly what you need — including when the answer is the free opinion of value, or someone other than us. Every conversation is held in confidence.

Call 650.678.7180