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Business Brokerage Tips
Professional advice on selling a small business in California. Covers negotiations, confidentiality, buyer qualification, deal structure, and working with a trusted business broker.


What a Business Broker Really Does (And Why It Matters More Than Most Owners Think)
Most business owners only sell one company in their lifetime. Because of that, many underestimate just how complex the process is—and what a professional business broker actually does behind the scenes. 📘 Definition: What Is a Business Broker? A business broker is a licensed professional who helps business owners sell their companies by providing valuation, confidential marketing, buyer screening, negotiation, and deal management services from listing through closing. Yes,

Aaron Levitan
Nov 27, 20254 min read


How Confidentiality Works in a Business Sale (And Why It Matters)
Confidentiality is the backbone of a successful business sale. When handled correctly, sellers protect their employees, customers, and reputation — and they attract serious, qualified buyers who respect the process. When handled poorly? Deals fall apart, competitors find out, employees panic, and buyers lose trust. Below is a clear breakdown of exactly how confidentiality works , the four-stage process brokers use (Teaser → NDA → CIM → Controlled Showings), and why each step

Aaron Levitan
Nov 24, 20253 min read


Business Broker Tips Every Owner Should Know Before Selling Their Business
November 19, 2025 When most owners think about selling their business, they picture a quick listing and a straightforward sale. In reality, successful transactions rely on strategy, preparation, and the right guidance — not guesswork. As a business broker, here are the core principles I want every business owner to understand before they even think about selling. These aren’t trade secrets or detailed playbooks — just the essential truths that make

Aaron Levitan
Nov 21, 20253 min read
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