Keystone Business Advisors N Westlake Blvd, Westlake Village

Keystone Business Advisors Reviews

• C

  Chris Smith
  5

  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.

• J

  Jonathan Goldhill
  5

  I have worked with Dave on a few successful business exits and valuations. Dave is my "#1 go-to guy" for any business that's 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. He's 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.

• D

  Dana Ralston
  5

  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 .

• H

  Helen LInden
  5

  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.

• Y

  Yoel Kopeliovich
  5

  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!!!

  Response from the owner

  Yoel, I appreciate your kinds words! I really enjoyed working with you and am thrilled that you found a practice that is a fit and that will allow you to manage your own practice. I know this has been your goal for quite some time and I am confident that you will be successful. Best Regards, Dave

• B

  Barbara Marx
  5

  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 can't 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

  Response from the owner

  Barbara, Thank you so much for the kind words and confidence in us. I truly enjoyed working with you and am thrilled that we were able to find the right buyer who was not only able to see the true value in your business, but one who has a plan to sustain what you have built and hopefully grow. All by best, Dave Richards

• R

  Rachel Hecht
  5

  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.

• K

  Kathryn Price
  5

  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!

• M

  Mitch Schneider
  5

  Selling a business is stressful... Period! Finding someone who can and will guide you through the process helping you manage that stress is essential. Steve Barnett and the team at Keystone Business Advisers were esssential in helping me work through the process beginning to end. They helped us navigate the strange and sometimes tumultuous waters of a difficult process all the way through a successful escrow. Someone once told me the three most important words in business are: "The check cleared!" With Steve and Keystone's help, IT DID!

• I

  Ian Corzine
  5

  I have worked with Keystone Business Advisors for years. I have to say that, "hands down," they are the best sale-side business consultants I have ever worked with. I think what sets them apart from the rest is their in depth knowledge of the market and their painstaking attention to detail when it comes to marketing and showcasing the business. A value-added point is that they also offer expert business valuation services for litigation or a particular transaction. I would whole-heartedly recommend consulting with Keystone Business Advisors if you have a business you want to sell for "top dollar."

  Response from the owner

  Thank you for your continued support. We look forward to working with you again in the near future.