Free Guides

RBS M&A Knowledge Hub | FREE GUIDES

Lower Middle Market M&A Free Resources

The RBS M&A Knowledge Hub is made to help you navigate through getting started with a how to plan and sell a business in the state of California. RBS Advisors, a lower-middle market business brokerage firm operates from Sacramento, Northern California. However, we do provide business brokerage service covering the whole state.


M&A Transactions in California


California, if it was a country, it could be the 5th or 6th largest in the world. With an economy that is the biggest compared to any other state. This fact alone makes California one of the most active state in business acquisitions and sales market.


For this reason, a deal structure made for success is the only way to exit/transition a business with smooth process. Getting the help of a deal team can improve the transition success tremendously knowing only 20 percent of businesses see success.


Business Sectors


RBS Advisors has a deal team and industry experts to work with you in helping you transition your business ownership and move on. Rogerson Business Services currently focuses on 15 business sectors in the state of California.


List of California Business Sectors Serving Baby Boomers Business Owners


RBS Advisors help Baby Boomers with an exit plan to retire and sell/transition their business in many business categories and sectors in the lower middle market business category. Baby Boomer business owners operate a total of 12 million privately held business in the United States. With this huge life-changing factor to retire, selling and transitioning a business is a reality that needs proper planning and a strategy to exit and sell at its highest valuation.


Here are the list of lower middle market business sectors and free guides:


Free Guide: Manufacturing Businesses


Free Guide: Wholesale and Distribution Businesses


Free Guide: Professional and Business Services Firms


Free Guide: Industrial Services Companies


Free Guide: Industrial Products Businesses


Free Guide: Medical Practices and Health Services


Free Guide: Construction Companies


Free Guide: Education Service Firms and Institutions


Free Guide Aerospace and Defense Companies


Free Guide: Consumer Products Businesses


Free Guide: Telecommunications Companies


Free Guide: Information Technology Businesses


Free Guide: Transportation and Logistics Businesses


Free Guide: Packaging Companies


Free Guide: Automotive Companies

Guide To Help Value Your Business

This is for California based business owners who own and operate a privately held business in the lower middle market business segment, and are looking to learn more about the current market value of their company and what needs to be done to improve its value.

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Guide To Help Sell Your Business

This is for California-based business owners who operate a privately held business in the lower middle market business segment and would like to learn more about how to start an exit plan and position their company to be bought.

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Visit The M&A Hub 2025

Stay up to date with the latest Merger and Acquisition tips and guides


Great Tips on Valuing and Selling a Manufacturing Business

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By Andrew Rogerson July 31, 2024
Ready to maximize your manufacturing business's sale price in California? Learn proven strategies to boost your valuation before you sell, from financial optimization to operational improvements and customer-centric approaches.
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How do you know if 2023 is the right time to sell your business? Here are 5 key factors that can help you make that decision with confidence.
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By Andrew Rogerson March 13, 2023
Should I sell my business and retire from owning an industrial machinery manufacturer in California? Is 2023 the best time to sell? Find out
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Considering selling your pet and animal food manufacturer in 2023? A guide to help you understand the current M&A landscape in California
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Considering selling your manufacturing business in California? Don't without a bulk sale California agreement. We cover all the details.
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The first step to take when selling a manufacturing company in California is to find out your business worth. We walk you through how to calculate & value a manufacturing business.
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The asset approach helps value a manufacturing business with the best valuations. We walk you through how to value a manufacturing business. Get started!
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Guide To Help Sell A Manufacturing Business

This is for California based manufacturing business owners who own and operate a privately held manufacturer in the lower middle market business segment, and considering to learn more about how to start an exit plan and position the factory or manufacturing business to be acquired, sold, or bought.

Take me to the guide

Great Tips on Valuing and Selling a Wholesale Distribution Business

wholesale distribution business for sale Califnoria
By Andrew Rogerson September 7, 2021
How to find a distribution business for sale in California? We go over key tips on the best way to find a business for sale in the lower middle market. Read more!
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By Andrew Rogerson September 7, 2021
Wondering how to value a wholesale distribution business? The best method is the revenue/cash flow multiple approaches. Learn how!
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By Andrew Rogerson September 7, 2021
Calculating the business value of your wholesale distribution business is complicated to business owners considering selling a business. Learn how!
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By Andrew Rogerson September 6, 2021
5 reasons why you should hire an M&A broker when deciding to sell a lower middle market distribution business in California. Get Started!
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By Andrew Rogerson September 6, 2021
Are you considering selling your California lower middle market wholesale distribution company, and do you need quick tips? Learn more!
sell my distribution business
By Andrew Rogerson September 6, 2021
Considering the question: "How to sell my distribution business?" We have identified 5 steps to help you sell your distribution company.

Guide To Help Sell A Wholesale Distribution Business

This is for California based wholesale distribution business owners who own and operate a privately held company in the lower middle market business segment, and considering to learn more about how to start an exit plan and position the distribution business to be acquired, sold, or bought.

Take me to the guide

Great Tips on Valuing and Selling a Professional Service Business

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By Andrew Rogerson September 20, 2023
Unlock the full potential of your service business sale with a trusty valuation calculator. Learn how to navigate the process, leverage results, and secure a bright future for your retirement in this comprehensive guide by Andrew Rogerson.
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By Andrew Rogerson July 31, 2023
Unlock the 11 expert tips that will help you achieve a seamless transition and secure a lucrative deal for your hard-earned business in California
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Maximizing your service business sale: Unveiling income approach valuation methods in California | Expert Tips and Strategies
Service Businesses For Sale: Unlock Business Valuation in California
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Business Services Company for sale
By Andrew Rogerson September 23, 2021
How to find a service business for sale in California? We go over key tips on the best way to find a business for sale in the lower middle market. Read more!
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By Andrew Rogerson September 23, 2021
How to value a professional services business? We recommend the profit multiples calculation method for determining the best value. Read more
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By Andrew Rogerson September 22, 2021
Wondering how to value a service business? There are several business valuation methods. Find the best one for you. Learn more!
M&A Intermediary
By Andrew Rogerson September 22, 2021
5 reasons why you should hire an M&A intermediary when deciding to sell a lower middle market service business in California. Get Started!
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By Andrew Rogerson September 22, 2021
Are you considering selling your California lower middle-market company? Learn how to sell a service business for the highest valuation.
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Considering the question: "How to sell a service business?" We have identified 5 steps to help you sell your service company in California.

Guide To Help Sell a Professional Service Business

This is for business owners in the service industry who own and operate a privately held professional service business in the lower middle market business segment, and considering to learn more about how to start an exit plan and position the service firm to be acquired, sold, or bought.

Take me to the guide

Great Tips on Valuing and Selling a Trucking Company

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By Andrew Rogerson June 15, 2023
Things to consider when selling a business in the trucking niche by evaluating: Interest rates, potential strategic buyers, capital availability, tax planning, and the current market climate in California
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By Andrew Rogerson November 26, 2021
How to find a trucking company for sale in California? We go over key tips on the best way to find a business for sale in the lower middle market. Read more!
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By Andrew Rogerson November 26, 2021
EBITDA multiples for logistics companies is a tool to calculate the enterprise-level return on investment your business is performing.
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By Andrew Rogerson November 16, 2021
Learn more on how to value a trucking company if you are considering selling a trucking business in California. Get started!
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An M&A transportation business broker in California will help you sell your trucking company for a high profit. Click and find out how.
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By Andrew Rogerson November 6, 2021
If you are a trucking company owner in California looking to sell your business for the best price, consider these valuable tips. Get Started
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Guide To Help Sell a Transportation & Logistics Business

This is for business owners in the transportation industry who own and operate a privately held logistics or trucking business in the lower middle market business segment, and considering to learn more about how to start an exit plan and position the freight or trucking service to be acquired, sold, or bought.

Take me to the guide
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By Andrew Rogerson December 23, 2024
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5 Venue Options For California Business Owners: 1. Online Business-for-Sale Marketplaces 2. Business Brokers and M&A Advisors 3. Industry Associations and Networks 4. Direct Outreach to Potential Buyers 5. Local California Resources
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By Andrew Rogerson December 8, 2024
Choose the right platform to maximize your business sale price. Learn the pros and cons of different options and discover the best place to sell your company for maximum value.
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Get the best price for your business! Discover key factors influencing valuation and learn how to set a competitive asking price that attracts qualified buyers.
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Need to sell your business quickly? This guide provides proven strategies to accelerate the sale process, attract qualified buyers, and achieve a fast and profitable exit.
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How is a Business Valued in California
By Andrew Rogerson September 30, 2024
Business valuation is crucial for selling, investing, or making strategic decisions. Learn the essential methods and factors that determine a company's worth and unlock its hidden potential.
How to Define Business Value in California
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Valuing a business in California requires a unique approach. Learn how to navigate the state's specific regulations, industry trends, and market dynamics to determine your company's true worth.
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Get expert advice on valuing your California private company based on its profit. Learn about key methods, industry benchmarks, and the importance of seeking professional assistance.
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California's business landscape is complex. Explore the limitations of common valuation rules of thumb and learn how to get an accurate assessment of your company's worth in the Golden State.
Show More
sales tax on asset sale of business
By Andrew Rogerson December 23, 2024
Sales tax on the asset sale of the business in California is payable by the seller. However, Stock sales are not subject to sales taxes.
where to list your company for sale in California
By Andrew Rogerson December 8, 2024
5 Venue Options For California Business Owners: 1. Online Business-for-Sale Marketplaces 2. Business Brokers and M&A Advisors 3. Industry Associations and Networks 4. Direct Outreach to Potential Buyers 5. Local California Resources
where is the best place to sell a business in California
By Andrew Rogerson December 8, 2024
Choose the right platform to maximize your business sale price. Learn the pros and cons of different options and discover the best place to sell your company for maximum value.
How do I price my business for sale in California
By Andrew Rogerson December 7, 2024
Get the best price for your business! Discover key factors influencing valuation and learn how to set a competitive asking price that attracts qualified buyers.
how can I sell my business fast
By Andrew Rogerson November 2, 2024
Need to sell your business quickly? This guide provides proven strategies to accelerate the sale process, attract qualified buyers, and achieve a fast and profitable exit.
list my business for sale
By Andrew Rogerson October 30, 2024
Maximize your business sale price in California. Learn expert strategies for preparing your company, attracting qualified buyers, and negotiating the best deal.
How is a Business Valued in California
By Andrew Rogerson September 30, 2024
Business valuation is crucial for selling, investing, or making strategic decisions. Learn the essential methods and factors that determine a company's worth and unlock its hidden potential.
How to Define Business Value in California
By Andrew Rogerson September 30, 2024
Valuing a business in California requires a unique approach. Learn how to navigate the state's specific regulations, industry trends, and market dynamics to determine your company's true worth.
how do you value a private company based on profit in California
By Andrew Rogerson September 30, 2024
Get expert advice on valuing your California private company based on its profit. Learn about key methods, industry benchmarks, and the importance of seeking professional assistance.
what's the rule of thumb for valuing a business
By Andrew Rogerson September 30, 2024
California's business landscape is complex. Explore the limitations of common valuation rules of thumb and learn how to get an accurate assessment of your company's worth in the Golden State.

Tutorial Season

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Get Started: Learn How To Get Ready Your Business For a Successful Exit

We walk you through all the steps and dive in with worksheets and take-a-ways for you to download. 

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Rogerson Business Services

We Specialize in 15 California Industry Sectors

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