Southern California M&A Advisory
The Place to Buy or Sell a Business in Southern California
Clear, step-by-step guidance for established business owners executing confidential asset sales within the $1M–$10M enterprise value range.
At Sunbelt of Pasadena, we remove the guesswork and anxiety from selling your business. Guided by Philippe Georges Habchi — Sr. Business Broker / Advisor, our process combines past enterprise experience formerly deployed at Deloitte & Touche with a Master of Science in Valuation and Organizational Development from California State University, Long Beach (CSULB). As an active member of the IBBA and CABB, Philippe helps owners present California business opportunities clearly while protecting employees, customers, vendors, and day-to-day operations.
- Confidential outreach to pre-vetted, qualified buyers
- Clear preparation of financial and operational information
- Plain-language guidance from initial review through final funding
Southern California M&A Advisory
Enterprise-Level Experience
Analytical rigor informed by past enterprise experience formerly deployed at Deloitte & Touche.
CSULB Master's Degree
Master of Science in Valuation and Organizational Development from California State University, Long Beach (CSULB).
IBBA Member
Active member of the International Business Brokers Association.
CABB Member
Active member of the California Association of Business Brokers.
We Understand What Drives Business Value
Every established business has a different operating story. We help organize the financial, customer, workforce, and process information that qualified buyers examine when considering a California business opportunity.
Financial Clarity & Add-Backs
Organizing tax returns, profit-and-loss statements, owner benefits, and support for legitimate adjustments.
Customer Concentration
Presenting customer mix, retention patterns, contract strength, and concentration risk clearly.
Recurring & Repeat Revenue
Separating recurring, contracted, repeat, seasonal, and project-based revenue streams.
Workforce Continuity
Documenting management depth, employee roles, retention considerations, and key-person dependencies.
Operational Systems
Showcasing documented procedures, technology, vendor relationships, and day-to-day operating controls.
Market Position & Reputation
Explaining service differentiation, local market standing, online reputation, and defensible customer relationships.
Asset-Transfer Readiness
Preparing equipment, inventory, leases, licenses, contracts, and other transferable operating assets for review.
No Pressure. No Confusion. Just a Clear Path Forward.
Exploring your options carries zero obligation to list. Our four-step process keeps you in total control from day one.
Confidential Market Assessment
Review financial, customer, workforce, and operational information to establish a clear Preliminary Comps BOV.
Pre-Sale Preparation
Organize financial and operational records safely behind strict NDAs and prepare the business for qualified review.
Discreet Buyer Matching
Connect with pre-vetted, qualified buyers without public listings or unnecessary competitor exposure.
Guided Closing
Receive plain-language guidance through diligence, asset assignments, escrow, and final funding.
Free Seller Resources
Not ready to sell today? Request practical resources to help prepare your Southern California business for a future transition.
The SoCal Business Sale Roadmap
A practical guide delivered immediately to your personal email.
Mid-Market Buyer Demand Report
A Southern California overview of buyer interest and current market considerations.
Customized Preliminary Comps BOV
A Preliminary Comps Broker's Opinion of Value presented during the scheduled phone or Zoom conversation.
100% Confidentiality & Discretion Assured
Your workplace privacy is our highest priority. All information submitted is protected under strict broker-client non-disclosure standards. We will never contact your workplace, request company-domain emails, or share details with employees, vendors, customers, or competitors without your express written consent.