M&A Business Advisors is the leader in Business Sales & Acquisitions

Looking for a 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 “sell my business in San Jose” or how to sell my business, contact us for a complementary consultation.

Business For Sale San Jose

San Jose / Palo Alto Business Brokers / M&A Advisors Offices

Office DRE # 02058745

San Jose / Mountain View / Palo Alto / Santa Cruz / Carmel

51 E. Campbell Ave, Suite 400G
Campbell, CA 95008

Managing Partner and Advisors

Greg Carpenter, M&AMI, CM&AP, Fellow of the M&A Source, CBI, MBACBI and member of M&A Source

Managing Partner

Phone:
Email:
DRE # 02058745 / 00898668

Designations:
Mergers and Acquisitions Master Intermediary (M&AMI)
Certified Merger & Acquisition Professional (CM&AP)
Fellow of the M&A Source
Certified Business Intermediary (CBI)
Master of Business Administration (MBA)

Professional Affiliations:
California Association of Business Brokers (CABB)
M&A Source (MAS)
International Business Brokers Association (IBBA)
Santa Clara County Bar Association (SCCBA) (non-attorney arbitrator)

Greg Carpenter is the Managing Partner for M&A Business Advisors in San Jose. Greg has represented sellers and buyers of businesses for over 30 years, completing over 350 transactions in a wide variety of industries.

Greg’s team has experience as brokers, owners, managers and advisors in a wide range of industries with revenues between $1M – $100M. Greg leads his team of experienced deal makers to serve business sellers and buyers in a wide variety of industries.  Some team members specialize in vertical markets including Building Maintenance Services (janitorial, landscape, window washing, pressure washing, plumbing, HVAC, electrical, tenant improvements, etc.), Contract Manufacturing (precision machining, precision sheet metal fab, assembly, painting, plating, welding and testing) and Service Businesses including software, B2B services, IT services, etc.

Our team’s broad experience enables us to serve most types of businesses to represent buyers and sellers for successful transactions.

Greg is an expert in materials management, marketing and sales, having held management positions in public and private companies in those positions.

Business Valuation Services, Reports provided include Calculation of Most Probable Selling Price, Management Only Value Report, and Standard Report suitable for litigation support, compliant with all major business appraisal standards including USPAP, AICPA, IRS Revenue Ruling 159-60 and others.

Greg was awarded recognition as Fellow of the M&A Source in 2017 for his service to the industry for over 30 years.

Greg serves on the California Association of Business Brokers Board of Directors for 2020 – 2021.

Business owners benefit from Greg’s many years of experience and study by his guidance through and mastery of the business sale process, from evaluation and business preparation through marketing and selling, due diligence, legal and closing the sale.

Contact Greg at 408-898-0393 or for a confidential consultation.

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

John Mittelstet, CBI, CBBCertified Business Intermediary - International Business Brokers Association and Certified Business Broker - California Association of Business Brokers

Senior Vice President

Phone:
Email:
DRE # 02058745 / 01138134

Designations:
Certified Business Intermediary (CBI)
Certified Business Broker (CBB)

Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)

John is the Managing Partner of the San Jose office of M&A Business Advisors, a full-service Business Brokerage and M&A Advisory Firm in the Western US. John has over 25 years of experience representing Sellers and Buyers in the CONFIDENTIAL sale of privately owned Businesses across a wide range of industries including Manufacturing, Service, Technology, Software, Distribution, Construction, Automotive, Food & Beverage Related Businesses as well as other industries with sales from $0 to more than $90MM per year. In recent years, John has focused on companies with sales from $2MM to $30MM.

John has been licensed with the California BRE since 1992 and his credentials include a Bachelor of Arts Degree in Mathematics from Texas Tech, and post graduate work at the Harvard’s President’s class taught in conjunction with IBM. Additionally, John has earned the designation of Certified Business Intermediary (CBI) from the International Business Brokers Association. The CBI designation is granted to a select group of individuals who are seasoned in the industry, have completed over 68 hours of course work including financial analysis, pricing/valuation, legal and tax implications related to the sale or purchase of a business and have passed a comprehensive exam. With this designation, comes the assurance that you will be working with an individual who is specifically trained and has met all the requirements to be a professional and knowledgeable intermediary on your behalf.

John is also a member of the California Association of Business Brokers (CABB) and has earned the Certified Business Broker (CBB) designation. John has served as President of CABB for 2000 – 2001.  John helped design CABB’s two-day Introduction to Business Brokerage class, and was an instructor for this class throughout Northern California from its inception in 2008 through 2012.  John also helped design and teach the CABB’s Certified Business Broker re-certification class.  John was on the CABB Board of directors from 1995 through 2013, and during that time chaired several committees to include the organization’s web-site and education committees.

John knows that selling or buying a business of any size can be a complex and time-consuming process. John’s hallmark strength, and commitment to his clients, is to make this process as smooth and fair, as possible for both parties, so that both Seller and Buyer leave the Closing table satisfied that they have participated in a successful transaction. References are available upon request. John can be reached at  or at (408) 460-5446.

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Michael L. Mogin

Managing Director

Phone:
Email:
DRE # 02058745 / 00947495

Professional Affiliations:
M&A Source, the leading professional association for lower middle market merger and acquisition advisors
International Business Brokers Association
California Association of Business Brokers
ProVisors, a network of seasoned professional advisors to businesses and their owners, which enables its members to refer other trusted advisors to clients for all aspects of their transactions and other business needs. This makes Mike an ongoing resource for his clients.

Business sales and acquisitions are complicated.  Successful outcomes require the skills, knowledge, and guidance of a seasoned professional.

Mike Mogin is a highly regarded and deeply experienced merger and acquisition advisor and intermediary who sellers and buyers of privately owned businesses have trusted to manage their transactions from concept through closing for over thirty years.  He is known for his diligence, attention to detail, sound advice, and dedication to helping clients achieve their financial and personal goals.  He has successfully managed several hundred transactions in a wide variety of industries.  His primary focus is on manufacturing, wholesale/distribution, and business service companies with revenues of up to $100 million.  He is qualified as an expert witness in business transactions and valuation in California Superior Court.

Typical seller clients are business owners who want to retire, move on to other opportunities, or achieve greater scale through becoming part of a larger enterprise.  Mike works with them to identify and maximize the value drivers that make the company highly attractive to potential acquirers.  He then determines likely market value, prepares marketing materials, identifies and contacts prospective buyers, facilitates negotiations, coordinates due diligence and contract preparation, and manages each transaction through closing, advising clients throughout the process while enabling them to stay focused on business operations.

Buyers include public and private companies seeking growth and diversity, private equity groups, family offices, and individuals with prior executive or ownership experience.  When retained for acquisition searches, Mike works closely with clients to establish their acquisition criteria, identify and contact target companies, negotiate purchase terms, coordinate due diligence and contract preparation, and manage transactions through closing.  Several clients have hired Mike for second and third transactions.

Mike received a BA in economics from Johns Hopkins University and has done graduate work in economics and finance at American University and New York University.

He began his career in economic and financial consulting at Planning Research Corporation in Washington, D.C., and Los Angeles.  He followed that with a decade in various management positions in financial planning and analysis, corporate development (strategic planning and implementation, mergers and acquisitions, joint ventures), operations, and turnarounds at Fortune 500 companies CBS, Pfizer, and Revlon.  This experience has proven to be a distinct advantage in arranging mergers and acquisitions of privately owned companies.

Building on his experience in corporate strategic acquisitions, in the 1980s Mike founded Mogin Associates, an M&A and corporate development consulting firm serving privately owned companies and their acquirers.

From 2004-2013, Mike was Managing Director at a major M&A and business brokerage firm in San Francisco, where he built and led a team of intermediaries in mergers, acquisitions, and valuations of companies with sales of up to $100 million.

Mike was a founding member of the California Association of Business Brokers and has served as a Director, Secretary, and chairman of several committees.  He previously served on the Advisory Council at Bank of San Francisco and currently serves on the bank’s Merger & Acquisition Advisory Council.  He has been a member of the Advisory Board of Maverse, Inc., and a Director of the Woodside, California, School Foundation and Chairman of its Policy and Planning Committee.

When you’re considering a business sale or an acquisition, contact Mike Mogin at
(650) 513-6900 or for a confidential consultation.

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Rob Hartman, CBBCertified Business Broker - California Association of Business Brokers

Certified Business Broker

Phone:
Email:
DRE # 02058745 / 02015203

Designations:
Certified Business Broker (CBB)

Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)

Rob brings his unusually broad set of professional and personal experiences, problem solving skills, enthusiasm and energy to the business of business brokerage. Working to achieve his client’s goals is foremost in his daily priorities and actions. To serve both his buying and selling clients, Rob taps into his experience in management, business ownership, the skilled trades, hi tech, wealth management and athletics.

Rob is well known amongst his peers and clients for tackling challenging problems and pushing deals across the finish line to closing.

References are available upon request. Rob can be reached at or 650-279-3097. Contact Rob for a complimentary consultation or opinion of value.

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Kris Moe, CBBCertified Business Broker - California Association of Business Brokers

Business Broker

Phone:
Email:
DRE # 02058745 / 01989230

Designations:
Certified Business Broker (CBB)

Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)

Kris Moe is an experienced Business Broker representing sellers and buyers of privately-owned businesses in a wide range of industries. Having founded, managed and sold his own businesses, Kris understands from an entrepreneur’s perspective the realities, challenges and strategies of selling and buying businesses. This enables him to efficiently analyze, value, package and market businesses for sellers and to represent prospective buyers to acquire appropriate established businesses.

Kris’s high-tech interests led him to the semi-conductor industry where he was a standout in business development, travelling extensively and establishing partnerships with some of the world’s top computer device makers. Subsequently, he started an export company, primarily selling semi-conductor parts to Asian companies. He has kept current with the San Francisco Bay Area business technology world where, as an active networker, he has a wealth of business relationships in the area.

Known for his breadth of business interests, Kris built and operated a winery in California’s Sonoma County, developing skills in viticulture, winemaking, packaging and marketing.  He also founded one of the country’s leading golf schools, Kris Moe Golf School. In fact, for many, Kris is best known for his accomplishments in the highest levels of competitive golf. Following his two-time, All-American collegiate career he spent six years on the US and European PGA Tours. Including a 25th place finish in 1985 British Open.

Kris, as a scholar-athlete, studied Political Science at San Diego State University. He has two boys (23, a Marine and 19, Eagle Scout and engineering student) and besides golf, he enjoys hiking, guitar, cycling, cooking and supporting his favorite charities.

Kris is licensed by the California DRE and is an active member of the California Association of Business Brokers, as well as the International Business Brokers Association. Please contact Kris for a complimentary consultation at 707-529-6458 or

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Tom Charron

Business Advisor

Phone:
Email:
DRE # 02058745 / 01396976

Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)

Tom is a Merger & Acquisition Intermediary specializing in representing sellers and buyers of Commercial Building Maintenance Services, which includes all aspects of building maintenance such as commercial janitorial, window washing, HVAC, landscaping, parking lot sweeping etc. Tom also specializes in metal fabrication businesses as well as other types of related manufacturing businesses. Tom’s 30+ years of business ownership, and the subsequent sale of his businesses, gives him a deep understanding of what an owner is going through when contemplating the sale of his/her business. His multiple ownership experiences give him the ability to advise sellers on how to prepare the business for sale. These experiences have underscored for Tom the importance of building and quarterbacking a team of professionals (transaction attorney, real property and estate attorneys, wealth managers, CPAs and tax specialists) to make sure his clients get to keep the lion’s share of the price received for the business. Along with his association with M&A Business Advisors, Tom brings a wealth of experience that he can tap at any time the need arises. See Tom’s experience below.

2017 to present – Tom joined M&A Business Advisors after vetting other M&A firms. He is currently specializing in the area of manufacturing and enjoys the interaction with the owners and management teams with whom he has built relationships.

2005 – 2017 After selling his companies he joined his brother’s scrap metal business, Charron Metals. Besides helping run certain parts of the company, Tom became the sales manager overseeing over 300 local manufacturing companies and creating deep relationships with quite a few owners and managers of these companies.

1996 – 2004 Tom opened a successful scrap metal business in Sacramento with a partner, running it for 8 years after which they sold the company to Sims Metals, a publicly traded worldwide leader in the recycling field.

1993 – 2001 Tom purchased an existing manufacturing company when the opportunity presented itself. It was a 100,000 sq. ft. manufacturing plant in Texas manufacturing pallet racking and shelving systems. Products were shipped nationally to other retailers as well as supplying our own locations.

1984 – 2004 Tom started a material handling company and ran the company for 20 years prior to selling. During this period, Tom opened locations in Phoenix, Los Angeles, Sacramento and Reno employing up to 62 people and growing the business to over $14 million in annual sales.

Tom has a solid reputation based on honesty and integrity, two fundamental ingredients for a successful and lasting relationship with clients and colleagues. His experience, persistence, strong negotiating skills, communication style, contract knowledge, networking and reputation are all utilized in the M&A field.

Tom’s current business success with M&A Business Advisors is built upon past clients and the trust that has been created over many years between him and other business owners. Contact Tom for a complimentary consultation at or 408-891-5440

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Alan Razavi

Broker Associate

Phone:
Email:
DRE # 02058745 / 01191323

Professional Affiliations:
International Business Brokers Association (IBBA)
California Association of Business Brokers (CABB)

Alan Razavi has over twenty-five years of experience in mergers and acquisitions, valuations, and successfully assisting buyers and sellers in privately held businesses and commercial real estate. He has been involved in the sale of retail, service, health care, technology, manufacturing, and distribution businesses.

Alan frequently represents serial buyers and sellers of companies and uses market knowledge and deal execution skills to help clients achieve their transactional strategies.

Alan works closely with clients to truly understand the unique aspects of their business needs by aligning to the industry-specific issues critical to the success of a deal. Alan guides clients through every stage of a deal-from letters of intent, due diligence and structuring to negotiation and preparation of deal documents, financing arrangements, to post-transaction transition.

Alan is fully committed to helping clients achieve their short term and long-term objectives, and close deals on time, on budget, and with no negative surprises. His diverse knowledge allows him to provide superb business service and real estate insights, handling all aspects of business & commercial real estate sales, as well as real estate acquisitions, development, and financing. Alan is known for his professionalism and integrity, and sellers have commented on his strong ability to problem solve in order to get a transaction completed.

Prior to joining M&A Business Advisors, Alan was partner & broker associate with several Northern California brokerage firms. He successfully represented hundreds of clients in their acquisitions of various types of businesses and commercial properties.

Alan has attended graduate studies at Stanford University, has a Master of Science degree in Chemical Engineering from University of Tulsa, and a Bachelor of Science degree in Chemical Engineering from University of Michigan (Ann Arbor).

Please contact Alan for a confidential consultation at 650-245-9190 or 

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Wendy Roberts, CPA, PFP, CVB

Business Advisor

Phone:
Email:
DRE # 02058745 / 02112699

Designations:
BS degree in Accounting, Kelley School of Business, Indiana University-Bloomington
MBA courses, University of Tampa
Certified Public Accountant (CPA), Florida AC19599
Profit First Professional (PFP)
Certified Value Builder (CVB)

Professional Affiliations:
California Association of Business Brokers (CABB)
International Association of Business Brokers (IABB)
M&A Source (MAS)
American Institute of Certified Public Accountants (AICPA)

Wendy brings a wealth of knowledge and expertise to the world of Business Brokering and M&A.  As a CPA, she has worked in the public accounting arena for many years helping her clients achieve profitability and financial success.  She understands the world of privately held companies as she has been an entrepreneur herself including the sale of her CPA practice.  As a startup CFO, she successfully guided the acquisition of a software company to a large publicly traded company.  Wendy also understands the dynamics of large-scale companies as a corporate finance executive with nearly 20 years of experience at some of the largest hi-tech companies in the Bay Area including being part of a team to take a company public at the NASDAQ opening bell.

As a Business Advisor the scope of Wendy’s services begins with an assessment of the business to rate its marketability and form an opinion of most probable selling price.  Wendy provides consulting services to improve marketability and value as well as to prepare the business for sale.  Through her consulting firm, NorthStar Strategic Partners, Wendy and her team provide business strategic planning and development advice for those business owners who may be contemplating selling their business in a few years but may not know how to get there.  Using the Value Builder System, Wendy and her team of experts guide business owners in creating the greatest value possible while positioning the company for the potential sale.  She also assists buyers with the due diligence side of the selling/buying transaction.

Whether your requirement is to sell immediately or prepare for a sale a few years into the future, Wendy is prepared to provide professional advice and representation to help you realize your goals.

For a complementary consultation, contact Wendy at 408-206-6697 or .

View Profile on LinkedIn Logo

Click Here for Further Details on this Advisor »

Lora Estes

Office Administrator

Phone:
Email:

Lora manages the administrative functions supporting all our deal makers in our San Jose office.  Her paralegal education and experience give her excellent skills to manage the large volume of confidential documents and information processed in our M&A practice.  From managing communications, to financial data entry and confidential document creation to managing our secure data rooms, Lora’s support enables our dealmakers to provide professional service to our clients.

Click Here for Further Details on this Advisor »

Business Brokerage | Mergers & Acquisitions | Business Broker | Business Advisor | Valuation | Selling a Business | Southern California | Northern California | Northern Nevada | Southern Nevada | Los Angeles Business Broker | Ventura Business Broker | Orange County Business Broker | San Diego Business Broker | San Francisco Business Broker | Marin Business Broker | San Jose Business Broker | Palo Alto Business Broker | Sacramento Business Broker | Roseville Business Broker | Reno Business Broker | Sparks Business Broker | Las Vegas Business Broker | Business Brokers Irvine
 

M&A Business Advisors represents sellers and buyers of privately owned businesses in a wide range of industries in California and Nevada. Our services include Selling a Business, Buying a Business, Mergers & Acquisitions, Business Sales and Acquisitions, Valuations, Opinion of Value, SBA Finance and Business Consulting. Sell your Business, Buy a Business, How do I determine the Value of a Business, How do I Sell my Business Confidentially, What is a Safe Way to Sell my Business, How long does it take to Sell a Business, How do I Sell a Business in California, How do I Sell a Business in Nevada, Search Businesses for sale. We represent Sellers and Buyers in Southern California, Los Angeles County, Orange County, Ventura County, Santa Barbara County, Kern County, San Bernardino County, Riverside County, San Diego County, Los Angeles, Torrance, Gardena, South Bay, San Fernando Valley, San Gabriel, Upland, Woodland Hills, Chatsworth, North Hollywood, Van Nuys, Burbank, Glendale, Pasadena, Santa Clarita, Palmdale, Thousand Oaks, Ventura, Camarillo, Anaheim, Irvine, Santa Ana, Huntington Beach, Newport Beach, Fullerton, Laguna Beach, Aliso Viejo, Rancho Santa Margarita, Orange, Costa Mesa, Brea, Loa Alamitos, Mission Viejo, Fountain valley, San Clemente, Northern California, San Jose, San Francisco, Oakland, San Ramon, Napa, Sacramento, Nevada, Northern Nevada, Southern Nevada, Reno, Carson City, Tahoe, Las Vegas.