*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
250 N Westlake Blvd STE 230
Westlake Village, California 91362
After searching for the best partner to guide me through the process of selling my 32 year old company I chose Dave Richards at Keystone Business Advisors. Dave went above and beyond to understand not only the value of the company but also my needs and goals for the transaction. Dave has a special skill for handling the emotional side of things, both for "reading" potential buyers and helping keep you calm while the flow of the transaction is working through. In the end we achieved the best possible resu
I sold my landscape company in 2022 with the invaluable help of Keystone. I interviewed several brokers before choosing Keystone to represent my sale. Greg Martin represented me and my company and delivered each step of the way. The professionalism, knowledge and experience exceeded my expectations and I am truly grateful to have had them represent the sale of my company. From the start of the transaction to the close of escrow Greg did an outstanding job. I am enjoying my retirement because of his hard wor
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 .
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
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.
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
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, do
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 ov
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
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.
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
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 con
My wife and I are in the process of selling our family business. I contacted Lutz Lehmann at Keystone for assistance. Although the market value of our business was below the minimum value that Keystone could handle Lutz was kind enough to provide prompt and invaluable advice regarding the steps we needed to take in order to move things along. He spent 30 minutes with me on the phone and followed up with a detailed written analysis of what our sales approach should be. Very professional! He obviously cares!
I had an opportunity to work with Mark in selling a division of my firm. Mark was a true professional and easy to work with at every step of the way. I strongly recommend both Mark and Keystone Business Advisors.
Dave Richards was professional, supportive and knowledgeable about all aspects of our business transactions. I highly recommend working with him and his staff.
Steve did a great Job! His work ethic and follow through was excellent.
Class act. Guided me through the sale of my business. I would gladly return to do it again.
Great biz brokerage firm
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.