Keystone Business Advisors in Thousand Oaks

Review №1

2023-09-29 15:38:19

After searching for the best partner to guide me through the process of selling my 32 year old company I chose Dave Richards at Keystone Business Advisors. Dave went above and beyond to understand not only the value of the company but also my needs and goals for the transaction. Dave has a special skill for handling the emotional side of things, both for reading potential buyers and helping keep you calm while the flow of the transaction is working through. In the end we achieved the best possible result and a win for everyone involved including our employees. I highly recommend Dave Richards and Keystone to business owners looking to sell their company.Alan Sherry | Founder | Stellar Technical Products

Review №2

2023-07-18 00:45:58

I sold my landscape company in 2022 with the invaluable help of Keystone. I interviewed several brokers before choosing Keystone to represent my sale. Greg Martin represented me and my company and delivered each step of the way. The professionalism, knowledge and experience exceeded my expectations and I am truly grateful to have had them represent the sale of my company. From the start of the transaction to the close of escrow Greg did an outstanding job. I am enjoying my retirement because of his hard work and true expertise in the sale of my company. If you’re considering Keystone it’s truly a sound choice.Chris Madrigal former owner of CTR Landscape Services Inc.

Review №3

2017-11-08 04:43:14

I am truly grateful to Keystone Business Advisors and Dave Richards in particular for being so instrumental in making my acquisition come true. Throughout my professional career, I had the opportunity to work with many talented people in the M&A world, however, Dave Richards is indeed in a league of his own. His intricate knowledge of each and every step during the transaction provided continuous support and comfort to both the buyer and seller. Dave carefully broke down the deal into small, measurable, and achievable milestones that were diligently tracked. All the parties to the transaction knew exactly what has to be done and what was the status of completion. I couldn’t ask for a better communicator who was able to manage our expectations masterfully. Dave is a truly gifted professional and I look forward to closing more business transactions with him in the future. Thank you!!!

Review №4

2017-05-04 22:44:20

Working with Dave Richards from Keystone Business Advisors has been both a pleasant experience and an eye opener. I had no idea so much was involved in selling a business. Because Dave is such a knowledgeable, caring and professional individual he was able to get the business sold while keeping everyone happy. He worked diligently and seemed to always be a step ahead.I would definitely recommend him and his company .

Review №5

2019-05-11 00:54:36

Dave Richards is an extraordinary broker and we are thrilled that we chose him to negotiate the sale of our 42 year old business. Dave made sure that both parties were on track at all times and successfully navigated during some tough issues. Dave earned our respect by his consistency, experience and above all his integrity. If you are looking for a top notch business broker, Dave Richards is the best choice.

Review №6

2021-09-17 16:00:19

I worked with Dave as a buyer to acquire a business in Oxnard, CA in April 2021. I found Dave to be an asset to the process by fairly representing the interests of the Seller while at the same time being a great sounding board of what is fair relative to the market or what Dave was seeing in other transactions. There are always surprises and issues that come up in acquiring a business, so having an honest and transparent advisor helps work through problems to get to the optimal solution for all parties involved. I would not hesitate for a moment to work with Dave again.

Review №7

2020-03-16 21:34:49

I have worked with Dave on a few successful business exits and valuations. Dave is my #1 go-to guy for any business thats got a value between $1-20M USD and is ready to exit their business or just wants to get a detailed appraisal of its value. Hes head and shoulders above the other main street business brokers because he offers institutional quality, professionalism for the lower middle market (aka small businesses). I could not imagine working with any other individual who will get the job done, done right and provide incredible confidence and peace of mind to the buyer and me throughout the process.

Review №8

2016-09-20 11:55:37

We are so grateful for Steve Barnett and Keystone Business Advisors, who not only helped us find a buyer for our business but also guided us diligently through every step of the sale and beyond closing. From the beginning, it was apparent that Steve truly cared about us and our business, asking lots of questions and really getting to know us. He prepared a beautiful business review of our company to present to potential buyers and explored numerous marketing avenues to reach the perfect candidate to take over our business. Steve constantly kept us informed of his progress and leads. Once a perfect buyer was found, Steve navigated the communication between parties with professionalism and stayed on top of everyone involved to keep the process moving and close in a timely manner. Not only was Steve professional and fair with us but acted the same toward our buyers, offering guidance to them as well.We never felt like just another client of Steve’s, but rather that we were his only client. He was available whenever we needed guidance, just a phone call or email away. He truly felt like a friend by the end of the process. When we were about to tear our hair out, Steve calmed us down and logically helped us through any hurdles. We will recommend Steve to anyone we come across wanting to sell a business as we couldn’t have gotten through this complex process without him.Thank you again for all of the wisdom, guidance and support you provided for us through the sale process! We are forever grateful for the opportunity and experience of working with Steve!

Review №9

2016-07-26 21:36:07

I recently was fortunate to use the services of Dave Richards @ Keystone Business Brokers. I say fortunate, because the recommendation of my longtime CPA led me to them. Through their knowledge and expertise in the business brokerage profession, I was able to sell my business. My business is considered a niche type and not every broker has experience and capabilities to deal with the issues involved. Their expertise with the advertising, vetting the potential buyers, following up with due diligence and the final phase of purchase was outstanding. I cant say enough about the professionalism that I found with this company. Thank you Dave and staff for sending me off happily into retirement!Barbara M

Review №10

2019-07-11 21:00:34

I highly recommend Keystone Business Advisors. Mark Richard is a consummate professional and master of his craft. He is knowledgeable, precise and genuine. He consistently went above and beyond for us throughout the process and we could not be more grateful for his part in securing our new business.