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LINNEA WESTLAKE

Linnea Westlake Advisory, Inc. dba Transworld Business Advisors

As a M&A Master Intermediary (M&AMI), M&A Professional (CM&AP), Certified Business intermediary (CBI), Certified Business Broker (CBB), Linnea leverages her Certified Exit Planning Advisory (CEPA) experience to help owners of privately held profitable businesses prepare for and achieve the most advantageous exit possible when they are ready to sell. I work with entrepreneurs and family operated businesses within the Lower Middle Market and Mainstreet sectors. Owners come from any industry including B:B service providers, hardware & software technology and services, construction trades, distribution and manufacturing, medical practices, pet related industries, and franchise re-sales. Maintaining confidentiality and expertly guiding owners engaged with my services - and those qualified to complete an acquisition - through every step of the process are priorities. Levering a 35-year career sitting on your side of the table enabling businesses to grow and prepare for sale are differentiators. The robust Transworld Business Advisor network, an extensive database of qualified buyers, and interacting with trusted colleagues from Exit Planning Institute (EPI), M&A Source, International Business Broker Association (IBBA), California Association of Business Brokers (CABB) and ProVisors, extends your access to resources and the service that can be provided.

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As a M&A Master Intermediary (M&AMI), M&A Professional (CM&AP), Certified Business intermediary (CBI), Certified Business Broker (CBB), Linnea leverages her Certified Exit Planning Advisory (CEPA) experience to help owners of privately held profitable businesses prepare for and achieve the most advantageous exit possible when they are ready to sell. I work with entrepreneurs and family operated businesses within the Lower Middle Market and Mainstreet sectors. Owners come from any industry including B:B service providers, hardware & software technology and services, construction trades, distribution and manufacturing, medical practices, pet related industries, and franchise re-sales. Maintaining confidentiality and expertly guiding owners engaged with my services - and those qualified to complete an acquisition - through every step of the process are priorities. Levering a 35-year career sitting on your side of the table enabling businesses to grow and prepare for sale are differentiators. The robust Transworld Business Advisor network, an extensive database of qualified buyers, and interacting with trusted colleagues from Exit Planning Institute (EPI), M&A Source, International Business Broker Association (IBBA), California Association of Business Brokers (CABB) and ProVisors, extends your access to resources and the service that can be provided.

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  • Advisor Type: Business Broker
  • Website:
    https://www.linneawestlake.com/
  • Phone: (925) 209-4592
  • City: San Marcos
  • State: California
  • Postal Code: 92078
  • Country: United States
  • Designations: CEPA
  • Markets Served: California
  • Company Name: Linnea Westlake Advisory, Inc. dba Transworld Business Advisors