Upton’s advisory services are often performed in conjunction with the business owner's other advisors as they focus on specific needs of the business and its owners relating to succession planning, estate planning or liquidity issues. Their purpose is to assist the client and their advisors in evaluating alternative strategies that will meet the personal objectives, market realities, and both the financial and non-financial considerations of the stakeholders.  Some of the services we offer include:


  • Feasibility studies

  • Financing alternatives

  • Shareholder/partnership agreements

  • Forecasts and projections

  • Operational review and analysis

  • Strategic planning

  • Mergers and acquisitions

  • Business valuation

  • Sale of a business 

California Office
Office: (707) 523-9651

Fax: (215) 344-3711
131-A Stony Circle, Suite 500

Santa Rosa, CA 95401

CA BRE License 01240875

Arizona Office

Office: (480) 666-5556

Fax: (215) 344-3711

7373 E Doubletree Ranch Rd, Ste 200

Scottsdale, AZ 85258

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