How We Help Business Owners Exit
We work with California owners selling companies valued under $10 million.
M&A Advisory
We specialize in sell-side representation for middle market companies. From crafting your company's value story to negotiating deal structure and managing every step through closing, we work exclusively on your behalf.
Learn More →Consulting
We help business owners position their companies to realize their highest value. Whether you're six months or three years from a liquidity event, preparation is the single biggest factor separating a good deal from a great one.
Learn More →Valuation
We conduct a thorough valuation analysis of your business. Understanding what your company is actually worth — and why — is the foundation of every successful exit strategy.
Learn More →A Different Kind of M&A Advisory Firm
At Taka Partners, we believe results should come before fees. We work exclusively with clients on the sell-side of the transaction. That focus shapes everything about how we run a process: managing the risks a sale inevitably carries, and building a competitive bidding environment rather than negotiating against a single buyer.
Sell-Side Only
Every process, every relationship, and every piece of work we produce is oriented entirely around one outcome — maximizing value for the business owners we represent.
Financial Sophistication
Middle market deals are complex. Recasting financials, structuring earnouts, negotiating purchase agreements — we bring the analytical depth most business brokers simply don't have.
Confidential Process
Your employees, customers, and competitors don't need to know your business is for sale. We manage the entire transaction with complete discretion.
Results-Driven
We don't get paid unless your deal closes. Our interests are perfectly aligned with yours from the first conversation through the final signature.
Selling in California Is Not the Same as Selling Anywhere Else
Most advice about selling a business is written for a national audience. It is not wrong. It is just missing the parts that cost California owners real money.
No capital gains break
California taxes the gain as ordinary income, up to 13.3%, however long you held the business. Combined with federal, a seller here is closer to 37% than the 20% national articles quote.
The bulk sale notice
Recorded and published twelve business days before closing, and it is public. Agree to a 30-day close without accounting for it and you have agreed to something that cannot happen.
Your buyer holds money back
Under state law a buyer who does not withhold enough becomes personally liable for your unpaid sales tax. That is why funds sit in escrow, and why current filings matter.
Proposition 13 resets
If the building transfers, the assessed value reprices to market. For a property held since the nineties, that decision is worth more than most line items in the deal.