Services Offered
Keystone Business Advisors is a full-service mergers and acquisitions advisory firm. We specialize in managing the sale of privately-owned California-based businesses with annual revenues up to $50 million. We have completed over 250 transactions and have considerable experience in most industries, including manufacturing, wholesale/distribution, service, ecommerce, technology, transportation/logistics, healthcare, professional services, construction, and landscape services. All our advisors are experts in the selling process and excel in keeping things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price is achieved for our clients.
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About
Derek has over 20 years of Accounting, Finance, and Business Operations experience in small to mid-sized businesses. These industries include: Marketing / Advertising, Consumer Packaged Goods, Wholesale Distribution, Restaurant / Hospitality.
Before becoming an M&A Advisor, Derek worked as a CFO and performed due diligence on potential target companies for strategic acquisition. His ability to identify potential risks and opportunities during the due diligence process was crucial in making informed, strategic decisions that drove growth and value creation.
Derek leverages his deep understanding of financial statements and business operations to uncover the true value proposition drivers of any business. With his extensive experience, Derek provides invaluable insights and strategic guidance to his clients.
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