About
Karishma Modi guides Business Team clients through business sales and acquisitions across lower- to high-middle-market transactions. She represents sellers through marketing and buyer screening. She helps buyers source opportunities and coordinate due diligence. She reviews financial performance and prepares clear reports to support pricing and acquisition decisions. Modi began working in her family business in her early teens. She later gained extensive experience in finance and accounting. She earned bachelor's and master's degrees in business from California State University, Sacramento. She holds a CPA license. Her financial background informs her valuation work and transaction coordination through closing.
Who is a good fit for Karishma Modi
- Owners of lower- to high-middle-market businesses seeking sale representation and pricing guidance.
- Qualified buyers who want financial analysis as they evaluate an acquisition.
- Owners preparing for a sale who need a review of their business's financial performance.
Active listings (0)
No active listings right now.