2022 Reviews

Top Business Brokers in San Jose - 2022

LAST UPDATED 2 Oct, 2022
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List of the Top Business Brokers in San Jose

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The J. Morey Company, Insurance Agents & Brokers

Service Focus
30% Tax Planning
21% Company Liquidation
2% Company Capital
47% Counseling
Service Focus
30% Tax Planning
21% Company Liquidation
2% Company Capital
47% Counseling
At The J. Morey Company, Inc., our mission is to provide customized risk management solutions for your family or business. We are an experienced and trusted California insurance agency with a dedicated team that is here to provide you with the best insurance coverage. Our company has the history and family tradition of a local insurance agency combined with over 40 years of insurance experience.

BisBroker

Service Focus
6% Tax Planning
61% Company Liquidation
9% Company Capital
24% Counseling
Service Focus
6% Tax Planning
61% Company Liquidation
9% Company Capital
24% Counseling
Bisbroker`s team has taken the bold step to make it easier for people to find or build their dream businesses. The team is no stranger to challenges and they have posied themselves to take on the changes that are occurring in the business market today. We provide services to anyone considering buying or selling a business.

M&A Business Advisors

Service Focus
15% Business Valuation
17% M&A Advisory
21% Financial Analysis
37% Buy-Side Advisory
6% Sell-Side Advisory
3% Other
Service Focus
15% Business Valuation
17% M&A Advisory
21% Financial Analysis
37% Buy-Side Advisory
6% Sell-Side Advisory
3% Other
Looking for an M&A Advisor / Business Broker in San Jose or a business valuation in San Jose, call us and we can discuss how we may be able to assist you. We are highly trained and recognized M&A Advisors / Business Brokers in San Jose. We represent businesses in a wide range of industries. Searching

Frequently Asked Questions About Business Brokers

The majority of buyers always want to know what the business’s asking price is. If the price is too high then it is unlikely the business will sell and should it be too low, then the seller did not receive sufficient remuneration for the business. That being said, it isn’t all businesses that come with an asking price. In certain markets, the lack of an asking price can begin a bidding war. Nevertheless, buyers are always aware of the market value before engaging in their bidding war.

Perhaps the most efficient way to ensure that the sale of your business is kept confidential is to enlist the services of a business brokerage which acts as a third party. Prospective buyers are screened by the business broker and they could sign a confidentiality agreement before they are told which business is up for sale.

Using a business broker helps you get the very best price for your business
The sale of your business is completely confidential
Using a business broker can ensure you keep concentrating on running your business
Business brokers are more adept at finding prospective buyers and successfully marketing your business to them
The sale of a business is not always as straightforward as most people believe. Enlisting the services of a business broker can help you handle the paperwork and the details.
The chances of you actually selling your business dramatically improve when you enlist the services of a business broker.

The short answer is yes, you do need a business broker to buy a business. This is for a host of reasons, for one, you gain protection from legal issues when you use a business broker to purchase a business. Additionally, should you have very strict requests on the type of business you want to purchase, a business broker can scour their network to find such a business for you, freeing you from doing tedious work like that.

A good business broker should be the following:
Trustworthy
Given that the business broker will be dealing with quite a lot of confidential information, it makes perfect sense that the one you go with does not reveal any of this information to unauthorised persons. Additionally, it is also important that the conflict of interest between buyer and seller is handled in a prudent manner. This can be done by not revealing what the seller’s bottom line is to potential buyers.
Well connected
It is the duty of a business broker to locate the right business or the right buyer that matches their client’s criteria. A well-connected broker is able to find numerous opportunities from a large pool. It is important to search for brokers that are part of local networking groups, broker associations, chamber of commerce, and more.
Market savvy
A great broker particularly one selling has to be a great marketer, given that they have to be able to market and sell a business to prospective buyers. Being market savvy means being able to have an online presence and actively brand participating in viable social media platforms. They should also be able to develop great marketing materials which can then be presented to potential buyers.
Well organised
Given that a business broker by design wears numerous hats and simultaneously works on various projects, it is important that the one you select is extremely organised. They have to be able to maintain a record of appointments and information ensuring that there is no disappointment when important tasks are handled.
Basic financial and legal knowledge
While you do not expect a business broker to usurp the responsibilities of a financial analyst or a lawyer, they should have at least a basic understanding of financial and legal issues. selling and buying businesses involves being able to understand and address the key issues in these fields. As a minimum, a good business broker has access to individuals with good financial and legal knowledge within their networking cycle.

A business broker typically gets paid by earning commissions from completed sales which they facilitate. Apart from that commission they earn, they are also able to work for a retainer’s fee or have an hourly rate. This tends to depend on the brokerage and contract between the client and the broker. The payment could either be a lump sum or installments.

  • You should ask your business broker if they have experience selling a business like yours and how many times has that been the case?
  • If they work from an office or from home?
  • How do they value a business?
  • How do they prevent competitors and the business’s customers from hearing that the business is up for sale?
  • How many qualified buyers do they have?
  • Is it possible to list the business for an arbitrary price?
  • How many business listings do they have at this moment?
  • Do they help with the preparation of sales contracts? Or do you need an attorney?

An exclusive agreement means that you only work with a certain business brokerage for a short amount of time, while a nonexclusive agreement means that there is room for competition which could be seen as a motivating tool for the business brokerage. The agreement you choose simply depends on how quickly you are looking to sell your business.

A business broker can be defined as a trained professional enlisted by people looking to buy or sell businesses. A business broker might have a licence to broker; however, this depends on the jurisdiction they practice and operate in. Business brokers are in the business of estimating the value of a business, advertising it, and also conducting interviews with prospective buyers.

Global Commercial

Service Focus
6% Tax Planning
2% Company Liquidation
21% Company Capital
71% Counseling
Service Focus
6% Tax Planning
2% Company Liquidation
21% Company Capital
71% Counseling
Global Commercial was founded in May 2011 by its Principal, Ralph Longo, out of a necessity for change and a desire to offer clients something more. It was Ralph's vision to create a company that truly and sincerely puts the client first, offering a level of personal service that he believed was lacking in the commercial real estate industry. While working for other companies that boasted service, the bottom line was always "the company" and not the client's needs.

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Songs Realty & Investment Co.

Service Focus
16% Tax Planning
11% Company Liquidation
51% Company Capital
22% Counseling
Service Focus
16% Tax Planning
11% Company Liquidation
51% Company Capital
22% Counseling
Songs Realty is a local, family-run, independent real estate company, serving San Jose and the greater Bay Area since 1982. We pride ourselves on providing exceptional guidance and service to every client, whether you're looking to buy your first home, or if you are looking to grow your real estate investment portfolio. Our services include sales, investment, property management, and leasing.
Western Business Sales has become one of the leading business sales firms in the SF bay area, with a reputation for professionalism, great service, and determination to complete even the most challenging transactions. Our company is powered by licensed Agents and Brokers that are here to make the best deals for our clients honestly and professionally.

Gallagher Insurance, Risk Management & Consulting

Service Focus
30% Tax Planning
45% Company Liquidation
3% Company Capital
22% Counseling
Service Focus
30% Tax Planning
45% Company Liquidation
3% Company Capital
22% Counseling
At Gallagher, we believe that providing insurance, risk management, and business consulting services means being there to see you through decisions about how to add value and position your organization for success, how to invest in your people and the wellbeing of your organization, and how to secure what matters in a fast-changing world.

Sunbelt Business Advisors, Greater Bay Area

Service Focus
23% Tax Planning
54% Company Liquidation
20% Company Capital
3% Counseling
Service Focus
23% Tax Planning
54% Company Liquidation
20% Company Capital
3% Counseling
Sunbelt Business Brokers supports hundreds of brokers throughout the world, including Sunbelt Business Brokers, Greater Bay Area, in Silicon Valley, CA. We are experienced business brokers who focus on small to large business valuation services, local and small business listings as well as business sales and M&A services. we are committed to selling your business, no matter how large or small.

Transwestern

Service Focus
24% Commision
33% Efficiency
43% Finding Clients
Service Focus
24% Commision
33% Efficiency
43% Finding Clients
Transwestern
From Silicon Valley to Central Valley, Borelli is a name that is synonymous with the broadest range of services and the highest professionalism in commercial real estate. San Jose, CA has proven to be one of the most rewarding locations to provide services for because of it

Axis Associated Insurance Brokers

Service Focus
31% Tax Planning
12% Company Liquidation
45% Company Capital
12% Counseling
Service Focus
31% Tax Planning
12% Company Liquidation
45% Company Capital
12% Counseling
Axis Associated Insurance Brokers has been successfully meeting the needs of our members in CA since 2013. Axis is a “partner-centric” organization to provide our members with tools directly related to insurance agency success. We are the next generation of agency clusters, focused on the growth and development of your agency. We are only successful if you are successful.

Email On Business

Service Focus
18% Tax Planning
30% Company Liquidation
39% Company Capital
13% Counseling
Service Focus
18% Tax Planning
30% Company Liquidation
39% Company Capital
13% Counseling
We provide Opt-In Email Lists as well as run email campaigns. We do provide lead generation service as well. Demand Generation is also done on request. Email on Business is a complete package for all your needs!

Budwal & Associates.

Service Focus
38% Tax Planning
2% Company Liquidation
38% Company Capital
21% Counseling
Service Focus
38% Tax Planning
2% Company Liquidation
38% Company Capital
21% Counseling
The mission of Budwal & Associates is to help individuals and their families achieve their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Lemara Commercial

Service Focus
20% Tax Planning
23% Company Liquidation
33% Company Capital
24% Counseling
Service Focus
20% Tax Planning
23% Company Liquidation
33% Company Capital
24% Counseling
Lemara Commercial is a commercial real estate firm located in Campbell, California. We provide professional services for commercial real estate, multi-family units, apartment buildings, hotels, restaurant brokerage, and help with buy-sell retail centers and retail businesses. Created on a foundation of knowledge and integrity, Lemara Commercial focuses on providing customized, strategic brokerage solutions for our private and institutional clients

Colliers

Service Focus
27% Commision
24% Efficiency
16% Finding Clients
33% Other
Service Focus
27% Commision
24% Efficiency
16% Finding Clients
33% Other
Colliers (NASDAQ, TSX: CIGI) is a leading diversified professional service and investment management company. With operations in 63 countries, our 17,000 enterprising professionals work collaboratively to provide expert real estate and investment advice to clients. For more than 27 years, our experienced leadership with significant inside ownership has delivered compound annual investment returns of 20% for shareholders.

Exit Strategies Group

Service Focus
1% Business Valuation
17% Accounting
22% Financial Analysis
8% Asset Appraisal
32% Real Estate
19% Other Valuation
Service Focus
1% Business Valuation
17% Accounting
22% Financial Analysis
8% Asset Appraisal
32% Real Estate
19% Other Valuation
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family-owned and closely-held companies since 2002. Exit Strategies appraises and brokers the sale of $2-50 million revenue businesses. Call us business brokers, merger & acquisition advisors or boutique investment bankers; our seasoned advisors help owners carry out successful ownership transfers

Innovative Cost Management Services

Service Focus
8% Tax Planning
8% Company Liquidation
62% Company Capital
22% Counseling
Service Focus
8% Tax Planning
8% Company Liquidation
62% Company Capital
22% Counseling
ICMS offers expertise in designing, marketing, implementing, and managing the evolving range of benefit programs. This expertise includes custom, fact-based solutions that meet and exceed our client's criteria. Our relationships within the industry enable us to negotiate with major vendors and provide our clients with the diverse, leading-edge programs they need to attract and retain top talent.

Bay Area Business Brokers

Service Focus
12% Tax Planning
1% Company Liquidation
21% Company Capital
66% Counseling
Service Focus
12% Tax Planning
1% Company Liquidation
21% Company Capital
66% Counseling
If you have ever thought about selling your business, Bay Area Business Brokers can confidentially and professionally manage all phases of your business transfer. We will determine the value of your business, create a comprehensive marketing plan to attract qualified buyers, and negotiate to maximize the price and terms of your transaction.

Business Team

Service Focus
25% Business Valuation
14% M&A Advisory
22% Financial Analysis
7% Buy-Side Advisory
17% Sell-Side Advisory
16% Other
Service Focus
25% Business Valuation
14% M&A Advisory
22% Financial Analysis
7% Buy-Side Advisory
17% Sell-Side Advisory
16% Other
Business Team, a unit of BTI Group, is the Largest Business Brokerage Firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers.