Work with a proven business broker professional
California Business Broker and M&A Advisor for Manufacturing, Service & Trade Businesses. Helping owners prepare, value, market, and sell businesses confidentially
Expertise Across Key Industries
With a deep background in sales and distribution, I bring specialized knowledge to several core sectors, including:
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Manufacturing & Fabrication (Machine shops, wholesale bakeries, and industrial operations)
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Trades & Services (HVAC, Plumbing, Landscape, and Appliance Repair)
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Wholesale & Distribution (Supply chain management and wholesale channels)
Our Collaborative Approach
I believe an exit strategy is most successful when the advisory team is in sync. I collaborate closely with Wealth Advisors, CPAs, and Attorneys to bridge the gap between asset management and legacy preservation, protecting your wealth from unnecessary taxes and legal hurdles.
Why Work With Me?
My clients often say, "Joel landed the plane." Whether navigating global supply chain shocks or complex real estate hurdles, I stay in the cockpit until the job is finished. I focus on:
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Accuracy: Providing a "Broker’s Opinion of Value" based on historical sold comparables and risk analysis.
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Support: Assisting with SBA loan navigation and professional transaction management.
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Renewal: Finding the right buyer who will revitalize your account, scale the operation, and protect your employees.