Keystone Business Advisors Email Format

Financial ServicesCalifornia, United States2-10 Employees

Keystone Business Advisors is a small financial services firm that specializes in helping owners of privately held businesses navigate the sale or transfer of ownership. It serves as an intermediary that coordinates multiple elements of a transaction to support a smooth transition for both buyer and seller, recognizing that each deal has its own set of circumstances. The firm emphasizes tailoring its approach to the specifics of each engagement to keep the process focused and orderly.

Based in Westlake Village, California, Keystone works with companies generating up to $30 million in annual revenue across industries such as manufacturing, wholesale and distribution, healthcare, retail, fitness, construction and maintenance, food service, and various service sectors. Its service suite includes business sales and mergers and acquisitions, valuations, and pre-sale planning, with the aim of aligning buyer and seller interests while allowing owners to concentrate on operating and growing the business.

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