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Dave Richards

KeyStone Business Advisors

License Number: 01475633

Phone: Show Phone Number

keystonebusinessadvisors.com


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250 N. Westlake Blvd., Suite 230,
Westlake Village, California 91362 (View Map)

About the Company

Keystone Business Advisors is Southern California-based full-service M&A advisory firm. Keystone specializes in managing the sale of privately-owned California-based businesses with annual revenues up to $100 million. The firm has completed over 200 + transactions and has considerable experience in most industries including manufacturing, wholesale/distribution, service, ecommerce, software, IT, logistics, professional services and healthcare. All Keystone M&A Advisors are experts managing the sale 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.

Broker Biography

Introduction

Dave Richards is a Certified Business Intermediary (CBI) and a licensed California Real Estate Broker with a comprehensive background in business sales, mergers & acquisitions & business valuation. Dave started his business brokerage career in the middle of 2003 selling businesses for one of the largest business brokerage firms in the world. At the end of 2004, he founded Keystone Business Advisors with the objective of continuing to assist small business owners in the sale of their business as well as specialize in mid- sized companies with market values between $1 million to $50 million. Dave and his team assist those who are ready to go to market with preparing an opinion of value, creating the confidential offering memorandum to market the business, identify and reach out to financial and/or strategic buyers, negotiate the business terms of the sale and assist the parties in due diligence through closing. Dave also provides advisory services such as expert witness consulting and works with business owners to better prepare their businesses for sale in the future. Prior to becoming a business intermediary, Dave had a successful 10-year career in operations & project management at leading semiconductor equipment manufacturer. Dave earned an MBA in Business Management from Pepperdine University and a BS in Real Estate and Supply Chain Management from Arizona State University.

Services Provided

Our Services Include:

- Pre-Sale Preparation & Consulting
- Business Valuation
- Sell-side Representation
- Buy-side Representation
- M & A Advisory Services
- Strategic Buyer Marketing

Areas Served

  • Ventura, CA
  • Los Angeles, CA
  • Santa Barbara, CA
  • Orange, CA
  • San Bernardino, CA
  • Licensed In

    • California — License number 01475633

    Professional Affiliations

    Keystone Business Advisors is an active member of International Business Brokers Association (IBBA) and California Business Brokers Association (CABB). Our principal broker, Dave Richards, is a Certified Business Intermediary (CBI) and received his MBA from Pepperdine University.

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