Upton serves a variety of clients, but focuses its services on sell-side clients including:

  • Business owners approaching retirement;


  • Owners dealing with an unsolicited offer to purchase;


  • Managers and owners requiring liquidity or to buyout non-active owners;


  • Owners faced with an unexpected personal event such as illness or death in the family;


  • Managers and owners who need additional capital and acquisition advisory expertise;


  • Owners needing advisory services for growth or for business continuity planning;


  • Corporate and private investors looking to acquire a business and selected assets.

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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