What Chase Group does

Chase Group (legal entity: Chase Group Business Brokers, Inc.) is a privately held business brokerage and intermediary firm headquartered at 43460 Ridge Park Dr., Suite 200-S, Temecula, California. It represents small to mid-size business owners in Southern California across the sale, transition, and acquisition lifecycle, with explicit coverage of Riverside, Orange, San Diego, San Bernardino, and Los Angeles counties. Core offerings are six integrated service modules: certified Business Valuations, full-service Business Representation (listing, marketing, deal advisory), Strategic Marketing (confidential buyer-attraction campaigns), Transaction Management (negotiation, due diligence, paperwork, closing), Buyer Pre-Qualification (income and financing screening for buyers in the $150K–$2.5M+ ticket range), and Post-Sale Transition Support. The deal-side customer base spans two primary personas: sellers (business owners exiting via succession, retirement, gifting to heirs, divorce, or estate planning) and pre-qualified buyers seeking acquisitions across automotive, aerospace, consumer products, IT, telecommunications, manufacturing, services, restaurants, and retail verticals.

Name

Chase Group

Legal name

Chase Group Business Brokers, Inc.

Website

https://chasegroup.us

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Short description

Chase Group is a privately held Southern California business intermediary providing valuations, deal representation, confidential buyer marketing, transaction management, and post-sale transition support to small to mid-size business owners and qualified buyers across Riverside, Orange, San Diego, San Bernardino, and Los Angeles counties.

Ownership category

akta.pro rank

Product category

Business Brokerage Services

akta.pro primary industry

Main Street Business Brokerage (SMB/Owner-Operated) (FSAEAIAA)

akta.pro secondary industry

Lower Middle-Market Business Brokerage (FSAEAIAB)

Keywords

• Business brokerage services
• Business valuation services
• Mergers and acquisitions advisory
• Business sale intermediation
• Transaction advisory services

Headquarters

HQ city

Temecula

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Business Intermediary/Brokerage Services: The firm operates on a 'No Upfront Fees — We Succeed Together' model, indicating commission-based compensation contingent on successful transaction completion. As a business intermediary, they earn fees upon closing of business sales.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Chase Group is a Southern California business intermediary firm that represents small to mid-size business owners in the acquisition and sale of their companies. The firm provides certified independent business valuations, full-service business representation for listings and sales, confidential marketing campaigns targeting qualified buyers, transaction management including negotiations and due diligence, buyer pre-qualification screening, and post-sale transition support.

Product overview

Chase Group is a business intermediary firm providing a unified suite of business brokerage and valuation services for small to mid-size businesses in Southern California. The offering consists of six integrated service modules: Business Valuations (certified independent assessments), Business Representation (full-service advisory for listings and sales), Strategic Marketing (confidential buyer-attraction campaigns), Transaction Management (negotiations, diligence, and deal closure), Buyer Pre-Qualification (screening verified buyers), and Post-Sale Transition Support (post-closing guidance). These services are offered as a cohesive package designed to guide business owners through the complete acquisition or sale lifecycle from initial valuation through closing and transition.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuations Certified independent assessments that determine a company's true market value, serving purposes including succession planning, divorce settlements, estate planning, and pre-listing price analysis. Performed by credentialed business valuation analysts (MBA, BCA, CBB).
• Business Representation Full-service advisory to list, promote, and successfully sell businesses, providing comprehensive support throughout the transaction process from initial consultation through closing.
• Strategic Marketing Confidential marketing campaigns crafted to attract qualified potential buyers while maintaining seller privacy throughout the sales process.
• Transaction Management Professional handling of negotiations, due diligence, paperwork, and deal closure to ensure smooth business transitions.
• Buyer Pre-Qualification

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Sunbelt Business Advisors: Sunbelt is the largest business brokerage franchise network in North America, with offices across dozens of U.S. markets including California. It directly competes with Chase Group in SMB business sales, valuation, and M&A advisory for the same owner-operated client segment.
• VR Business Brokers: VR Business Brokers is a long-established business brokerage franchise focused on representing SMB owners across multiple U.S. regions, including the Western U.S. It competes directly with Chase Group in main-street business sales, valuation services, and confidential buyer-screening workflows.
• Transworld Business Advisors: Transworld Business Advisors is one of the largest business brokerage and M&A franchise networks in the U.S., specializing in the representation of small to mid-size businesses for sale. It directly competes with Chase Group in the same SMB price band, with a similar full-service intermediary model spanning valuations, listings, and transaction management.
• Murphy Business & Financial Corporation: Murphy is a national business brokerage and franchise valuation firm with offices across the U.S., serving SMB owners in the lower-middle-market and main-street price bands. It is directly comparable in service offering (valuation + brokerage) and in seller/buyer profile to Chase Group.

Emerging players

• Acquire.com: Acquire.com is an online M&A marketplace that connects SMB and micro-SaaS/startup sellers with acquirers via a structured digital listing and escrow workflow. It represents an emerging, digitally-native alternative to traditional intermediaries in the sub-$2.5M deal band that Chase Group targets.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with a strong Corporate Finance (M&A) and Business Valuation Services practice covering middle-market and large-cap transactions. It is a broader incumbent representing the up-market destination that SMB owners migrate to as their deal sizes scale beyond Chase Group's band.
• BizBuySell: BizBuySell is the largest online business-for-sale marketplace in the U.S., listing tens of thousands of businesses across all price tiers. It is a broad incumbent that aggregates listings from business brokers (including firms comparable to Chase Group) and increasingly offers valuation tools that compete with traditional intermediary workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chase Group