A San Diego firm for owners who built something real
Founded in 2014. A team of 6. Sell-side advisors only.
ASK Business Advisors is a sell-side M&A boutique founded in San Diego in 2014.
A team of 6 advises owners of established, profitable businesses across Southern California on valuation, exit planning, and the sale of their companies.
Mission
To help business owners turn a lifetime of work into a sale they are proud of: the right buyer, a fair price, and a good future for their people.
Vision
To be the advisor every Southern California business owner calls first when they start to think about what comes next.
Our goal
To close 10 owner exits a year while keeping every engagement led by a senior advisor.
Where we work
| Headquarters | 2150 Harbor Ridge Drive, Suite 300, San Diego, CA 92101 |
|---|---|
| Orange County | Meetings by appointment in Irvine |
| Inland Empire | Meetings by appointment in Temecula |
How we are paid
We charge a one-time engagement retainer of $15,000 to $20,000, credited against our success fee at closing. The success fee is 5% to 6% of enterprise value, with a minimum of $250,000. Valuations for owners who are not yet ready to sell are a fixed fee of $7,500.
Credentials and recognition
Certifications
- Certified M&A Advisor (CM&AA), Alex Morgan
- Certified Business Intermediary (CBI), Alex Morgan
- Certified Valuation Analyst (CVA), Dana Brooks
- FINRA Series 79 and 63, Dana Brooks
Affiliations
- International Business Brokers Association (IBBA)
- Alliance of M&A Advisors (AM&AA)
- M&A Source
- California Association of Business Brokers (CABB)
- San Diego Regional Chamber of Commerce
Awards
- Lower Middle Market Deal of the Year finalist, 2024, for the sale of Henning Mechanical
- Top 10 Business Advisors in Southern California, 2023
- Alex Morgan, 40 Under 40 in San Diego Finance, 2019