Linnea Westlake

Linnea Westlake, M&AMI (M&A Master Intermediary), CM&AP (Certified M&A Professional), CEPA (Certified Exit Planning Advisor), CBI (Certified Business Intermediary), and CBB (Certified Business Broker), brings decades of operational and executive leadership experience to her advisory practice. She works with profitable, closely held businesses throughout California to evaluate readiness, clarify strategic objectives, and execute confidential, well-structured transactions designed to maximize enterprise value. Her approach combines disciplined preparation with thoughtful buyer alignment, ensuring owners move forward with clarity and confidence. Linnea’s advisory focus includes home and commercial services companies and business services firms, along with healthcare services, B2B niche manufacturing, distribution and logistics, specialty trades, SaaS and tech-enabled services, and select franchise operations. Her clients include strong regional operators and lower–middle market enterprises preparing for growth capital, strategic acquisition, or ownership transition. Confidentiality, preparation, and disciplined execution are foundational to her practice. Each engagement is managed through a structured process designed to protect employees, customers, vendors, and competitive positioning while positioning the company for a well-aligned buyer and optimal outcome. While affiliated with Transworld Business Advisors, Linnea operates with a highly personalized, boutique advisory approach — combining national and international buyer access with focused, hands-on representation for business owners in San Diego and throughout California. Strategic preparation. Confidential execution. Trusted results. California Business Broker License #02028068