Know what your business is worth — and how to leave it on your terms.
TC Advisors delivers defensible business valuations, strategic exit planning, and value growth advisory for owners of companies generating $500K to $50M across Southern California.
$500K–$50M
4
100%
- NACVA Certified
- USPAP Compliant
- SBA SOP Aligned
- IRS-Defensible Reports
- Court-Tested Methodology
A complete advisory platform for the full ownership lifecycle.
Whether you’re years away from exit or ready to sell tomorrow, TC Advisors delivers the rigorous valuation, planning, and value-creation work that supports confident decisions and defensible outcomes.
Certified Business Valuation
Independent, NACVA-certified valuations prepared for SBA financing, estate and gift tax, buy-sell agreements, ESOPs, partner buyouts, litigation support, and strategic decision-making. Every report is written to withstand IRS, court, and lender scrutiny.
Calculation · Conclusion · Limited-Scope Reports
Strategic Exit Planning
A structured three-phase engagement: assessment from a buyer’s perspective, a written strategic exit plan to close value gaps, and implementation support. We help you exit on your terms, on your timeline, and at the value you’ve earned.
Value Growth Advisory
Ongoing strategic consulting focused on closing the gap between your company’s current value and its potential. We identify the operational, financial, and structural improvements that drive enterprise value — and help you execute them.
Benchmarking · Value Drivers · Transferability
Built for business owners — trusted by the professionals who advise them.
For Business Owners
We work with founders, CEOs, and owner-operators of privately-held companies generating $500,000 to $50 million in annual revenue. Most of our clients are considering an exit within the next one to ten years — or want to build toward one.
── Owners who want to know and grow what their business is worth
For Business Owners
We work with founders, CEOs, and owner-operators of privately-held companies generating $500,000 to $50 million in annual revenue. Most of our clients are considering an exit within the next one to ten years — or want to build toward one.
── Owners who want to know and grow what their business is worth
Disciplined work. Clear communication. Unconflicted advice.
For most owners, the sale of a business is the single most important financial event of their lives. Our engagement model is built around that reality — with the rigor, independence, and personal attention it deserves.
NACVA Certified
Our reports meet recognized professional standards and regulatory requirements used across legal, financial, and tax contexts.
Responsive Turnaround
Clear timelines, honest communication, and consistent movement forward — no black-box waits and no mystery about where things stand.
Direct Principal Access
You’ll work directly with senior, credentialed advisors — not junior analysts. Every engagement gets the attention it warrants.
Custom-Built Reports
Every report is tailored to your company’s specific financials, industry dynamics, and engagement purpose. Nothing templated.
Independent & Confidential
We don’t broker deals or earn contingent fees. Our only obligation is an accurate, defensible result — and complete discretion.
Southern California Focus
We know the local deal markets, referral networks, and buyer landscape across San Diego, Orange, LA, and Riverside counties.
Lower-Middle Market Fluency
We focus on owner-operated businesses from $500K to $50M — so our analysis, benchmarks, and advice are calibrated to your reality.
Scope-Based, Predictable Fees
Transparent, fixed-scope pricing agreed upfront. No surprise add-ons, no drifting hourly invoices, no retainer creep.
Disciplined work. Clear communication. Unconflicted advice.
For most owners, the sale of a business is the single most important financial event of their lives. Our engagement model is built around that reality — with the rigor, independence, and personal attention it deserves.
Manufacturing
Fabrication · Industrial
Distribution
Wholesale · Logistics
B2B Services
Professional · Technical
Technology & SaaS
Software · Services
Healthcare
Practices · Services
Construction
Contractors · Trades
E-Commerce
Retail · DTC Brands
Food & Beverage
Production · Hospitality
Local knowledge. Regional reach.
We serve owner-operated businesses across Southern California’s four largest counties — with local market knowledge of the buyers, lenders, and advisors who move deals forward.
San Diego County
Coastal Southern California
San Diego · Carlsbad · Chula Vista · Escondido · Oceanside · El Cajon · Encinitas
Orange County
Greater OC Metro
Los Angeles County
Greater LA Metro
Los Angeles · Long Beach · Glendale · Pasadena · Santa Clarita · Torrance · Burbank
Riverside County
Inland Empire
Riverside · Corona · Moreno Valley · Temecula · Murrieta · Jurupa Valley
A disciplined three-phase process built around your timeline.
Every engagement begins with an honest conversation and ends with a defensible, actionable deliverable. Here’s how we get from one to the other.
For Business Owners
We work with founders, CEOs, and owner-operators of privately-held companies generating $500,000 to $50 million in annual revenue. Most of our clients are considering an exit within the next one to ten years — or want to build toward one.
For Business Owners
We work with founders, CEOs, and owner-operators of privately-held companies generating $500,000 to $50 million in annual revenue. Most of our clients are considering an exit within the next one to ten years — or want to build toward one.
For Business Owners
We work with founders, CEOs, and owner-operators of privately-held companies generating $500,000 to $50 million in annual revenue. Most of our clients are considering an exit within the next one to ten years — or want to build toward one.
“
TC Advisors brought a level of rigor and clarity we hadn't seen from prior work. The valuation was defensible, the exit conversation was honest, and the plan gave us a real roadmap — not a pile of jargon.
A disciplined three-phase process built around your timeline.
Every engagement begins with an honest conversation and ends with a defensible, actionable deliverable. Here’s how we get from one to the other.
4 Counties
3 Phases
$500K+
100%
Professional Credentials & Memberships
CVA
Credential
Certified Valuation Analyst
CEPA
Credential
Certified Exit Planning Advisor
NACVA
Membership
National Association of Certified Valuators & Analysts
EPI
Membership
Exit Planning Institute
USPAP
SSVS No. 1
SBA SOP 50 10
Strategic thinking for Southern California owners.
Exit Planning
Coming Soon
How to know when it's time to start planning your exit — and why five years out is already late.
A candid look at the timeline conversation most business owners avoid having, and the specific value drivers that take multi-year runway to build into a company.
Exit Planning
Coming Soon
How to know when it's time to start planning your exit — and why five years out is already late.
A candid look at the timeline conversation most business owners avoid having, and the specific value drivers that take multi-year runway to build into a company.
Exit Planning
Coming Soon
How to know when it's time to start planning your exit — and why five years out is already late.
A candid look at the timeline conversation most business owners avoid having, and the specific value drivers that take multi-year runway to build into a company.
- Frequently Asked
Clear answers before you engage.
The questions owners and their advisors most often ask about exit planning, timing, the Planning Valuation Package, and how the engagement is structured.
How much does a business valuation cost?
Fees depend on the scope, complexity, and type of report required. We quote scope-based fixed fees after an initial conversation about purpose, size, and structure — so you know exactly what you’re signing up for before we begin.
How long does a valuation engagement take?
Most valuation engagements run two to four weeks from the point we receive complete financial documentation. Exit planning engagements are longer by design — the assessment phase typically runs four to six weeks, with ongoing advisory extending from there.
Are you independent from buyers, sellers, or lenders?
Yes. We don’t broker transactions, earn contingent fees, or receive commissions tied to deal outcomes. Our compensation is fixed-fee or hourly and is never tied to the value we conclude — because independence is what makes the work defensible.
What information will you need from me to start?
Typically three to five years of tax returns and financial statements, year-to-date financials, owner compensation details, and a completed company questionnaire. We’ll walk you through exactly what’s needed during the initial conversation.
Can one valuation report be used for multiple purposes?
Not usually. Reports are prepared for specific purposes — SBA financing, estate and gift planning, litigation, partner buyouts, and strategic planning all have different requirements. Reuse typically requires an update or a reliance letter.
Do you serve clients outside of Southern California?
Our primary focus is San Diego, Orange, Los Angeles, and Riverside counties. We accept selected engagements elsewhere in California and nationally when the scope fits — reach out for a conversation if you’re outside the region.
- Let's Begin
Start with a confidential conversation.
No obligation. No sales pitch. Just a straightforward discussion about your business, your timeline, and whether we’re the right fit.
(760) 334-5999
Direct line — Mon–Fri, 8a–6p PT
brandon@tcadvisoryservices.com
For general inquiries & referrals
Southern California
San Diego · Orange · LA · Riverside