Upton Financial Group regularly represents corporate, private and institutional investors in acquiring businesses and selected assets. While Upton provides a wide variety of services to our buyer clients, the activities fall into five primary categories:

  • Assistance in developing acquisition criteria;

  • Identification of the primary and secondary targets;

  • Initiation of contact with the targets using our proprietary process;

  • Assistance as requested in negotiating the price, terms and conditions of the transaction;

  • Assistance with acquisition financing, if required.

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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