Crestory Capital | Business Exits & IPO Advisory

Business Exits & IPO Advisory
for $1M+ Revenue Companies

Sell your business or plan your IPO — confidentially, professionally, and with no upfront fees for business sale engagements.

Schedule a Confidential Consultation

No obligation. Strictly confidential. We typically work with companies valued at $1M-$100M+ for business sales, and IPO advisory clients with $2M+ in annual EBITDA.

Who We Work With

We partner with owners who are serious about value, timing, and long-term reputation.

Owner-operated businesses with $1M–$10M+ in annual revenue
Profitable companies considering a full or partial exit in the next 1–3 years
Founders with $2M+ annual EBITDA exploring IPO or U.S. capital markets
Cross-border entrepreneurs (E-commerce, F&B, manufacturing, professional services)

Our Focus

Our focus is on business owners who want a thoughtful, structured process – not a rushed fire sale – and who are willing to share three years of financials so we can do a professional valuation.

What We Do

Sell Your Business
(Business Brokerage)

We provide confidential, sell-side advisory for owners who want to exit the right way and maximize what they take home.

Confidential business valuations based on 3 years of financials
SDE recast to show true owner benefit
Operational optimization advice before going to market
Professional Offering Memorandum (CIM) & Blind Teaser
Buyer screening, negotiation, and closing
No upfront fees — we only get paid when you get paid

IPO & Capital Markets
(Advisory)

For larger, high-growth companies, a simple sale is not the only option. We help you explore and prepare for IPO events.

IPO readiness assessment ($2M+ EBITDA companies)
Listing strategy: U.S. exchanges, alternative markets, or dual-track
Coordination with law firms, audit firms, and IR advisors
Capital structure & equity story development
Pre-IPO optimization of business model and reporting

Two Paths We Support

Path 1: Sell & Retire

For owners who want to sell the business outright, cash out, and move into retirement or a new chapter.

Typical Profile:
• Revenue: $1M–$10M+
• Strong, stable cash flow
• Ready to exit in 1–3 years

We focus on confidential sales, buyer screening, and a clean closing.

Path 2: Grow & IPO

For companies that are still in growth mode and may not want to sell 100% of the business.

Typical Profile:
• $2M+ Annual EBITDA
• Clear growth story
• Open to U.S. listing (e.g., NASDAQ)

We help you compare sale vs. capital raise vs. IPO and build a roadmap.

Daniel Hu
MBA, USC Marshall School of Business
CA DRE #02254646 | NMLS #2695914

About Daniel Hu

Daniel Hu is one of Los Angeles’ most trusted business exit planning advisors, bringing 20+ years of leadership in corporate investment, M&A, and cross-border business development.

Before founding Crestory Capital, he led high-performing teams at a $300M publicly traded e-commerce company, launched consumer brands, and negotiated exclusive distribution and cross-border deals between the U.S. and Asia.

Operator Mindset: As an entrepreneur himself, Daniel understands how founders think. He doesn’t just list your business; he acts as a strategic consultant to help you clean up financials and position your business to command stronger offers.

Why Owners Choose Crestory Capital

Operator Mindset

Daniel has led teams at a $300M public company. He understands your P&L, margins, and operational challenges from the inside—not just from a spreadsheet.

Integrated Deal + Financing

As both a Business Broker and Mortgage Loan Officer, we structure deals that lenders are willing to fund, expanding your buyer pool.

Asian & Cross-Border Specialization

We understand family-run structures and cultural nuances—and know how to present your story so U.S. buyers and lenders respect it.

Exit & IPO Options

From main-street business sales to IPO incubation, we help you compare options and choose the path that fits your goals.

Strong Buyer Network

We maintain a large database of active buyers focused on $1M+ revenue businesses and market directly to strategic investors.

Seller-Friendly & Confidential

No upfront fees for sales, strict NDAs, and a clear process. We focus on long-term reputation and repeat relationships.

Strategic Business Advisory for Growth, Exit, and IPO Readiness

Business owners planning a sale, acquisition, or future public listing require more than basic brokerage support. They need strategic guidance that protects business value while creating opportunities for long-term growth. As a trusted business broker in California companies rely on, businesses can receive professional support throughout every stage of a transition or expansion journey.

Confidential Business Sales with Expert Guidance

Owners looking to sell my company California confidentially often face challenges related to valuation, buyer screening, and negotiations — our structured advisory process protects your identity from day one. A structured advisory process helps businesses prepare financial records, position operations correctly, and attract qualified buyers while minimising disruption to day-to-day activities.

From confidential marketing and deal structuring to due diligence coordination and negotiation management, every stage of the transaction should focus on protecting company value and achieving the owner’s financial objectives.

Accurate Business Valuation Services

Reliable business valuation services provide business owners with a clear understanding of market position, operational strengths, and future growth potential. Evaluating revenue trends, profitability, scalability, and industry performance allows companies to make informed decisions before entering the market or pursuing investment opportunities.

Professional valuation guidance also helps identify areas that can improve business attractiveness and strengthen negotiating power during a transaction.

IPO Advisory and Long-Term Growth Planning

For companies preparing for institutional investment or future public offerings, tailored IPO advisory services can help improve readiness for capital market opportunities. Early-stage planning may include operational assessments, financial reporting improvements, compliance preparation, and strategic growth positioning for businesses considering U.S. public listings.

Crestory Capital supports business owners with tailored brokerage, valuation, certified exit planning, and IPO advisory solutions designed around long-term financial goals, transition planning, and sustainable growth strategies.

Frequently Asked Questions

The business brokerage firms in USA like Crestory Capital help entrepreneurs and investors buy or sell businesses through expert valuation, deal structuring, and end-to-end transaction support.

The business broker services in USA offered by Crestory Capital provide comprehensive support for small and mid-size company transactions, including business valuation, buyer matching, and closing assistance.

The top business acquisition companies in USA include Crestory Capital, which specialises in mid-market M&A advisory and connecting qualified buyers with motivated sellers across multiple industries.

A sell my business broker in USA like Crestory Capital helps maximise the sale price through accurate business valuation, confidential marketing, and negotiating favourable deal terms on behalf of the seller.

The business brokerage advisory services in USA from Crestory Capital guide business owners through every stage of a successful exit — from pre-sale preparation and valuation to buyer screening and deal closure.

Ready to Understand Your Business’s Value?

Business exits, capital strategy, and IPO advisory for $1M+ revenue companies.