Stronger Together: Partnering With Trusted Advisors

We partner with financial advisors

Helping Clients Unlock Their Full Business Value.

Your clients already rely on you to protect and grow their wealth.

At Magnus Business Group, we extend that trust by helping them maximize the value of their largest asset—their business.

We specialize in:

  • Building business value

  • Preparing owners for sale or transition

  • Managing the entire sales process from start to close

Together, we can give your clients a clear, confident path forward, whether they’re planning for growth, succession, or exit.

Who We Partner With

We welcome collaboration with:

Wealth Advisors

Financial Planners

Accountants/CPAs

Commercial Bankers

Attorneys

Lutz Lehmann - Founder of Magnus Business Group

Why Partner With MBG?

  • Provide clients with actionable insights into their company’s value.
  • Help them prepare strategically for their future growth, succession, or sale.

  • Strengthen your role as their trusted advisor with specialized M&A expertise.

Who We Serve

We work with privately held businesses generating $5M–$100M in revenue and $500K+ EBITDA across:

Los Angeles County, Ventura County, San Luis Obispo, Palm Springs, Palmdale, and Orange County.

Let’s Start A Conversation

Advisors succeed when their clients succeed. Let’s explore how we can work together to protect and maximize the value of your clients’ businesses.

Schedule a call or contact us at (805) 259-4795 | info@magnusbusinessgroup.com

Our Services

BUSINESS SALES

ACQUISITIONS

VALUATIONS

EXIT PLANNING