Auxo Firm Directory · Independent Research Profile

Sierra Bay Partners

Sierra Bay Partners is a concierge business brokerage founded by Regina Fisher and focused exclusively on sell-side representation. The firm states that it typically works with privately held businesses under $10MM in enterprise value and serves clients in California and North Carolina.

Key takeaway

What stands out about Sierra Bay Partners

Sierra Bay Partners publicly positions itself as a seller-only business brokerage providing preparation, valuation positioning, buyer qualification, confidentiality, negotiation, diligence management, and closing support. Its public transaction examples are anonymized, and the official homepage does not disclose the firm's legal-entity form or a firm-level securities-registration identifier.[1][2]

What does Sierra Bay Partners do?

Sierra Bay Partners is a concierge business brokerage founded by Regina Fisher and working exclusively on the sell side. The firm is privately held and was founded in 2018, according to its first-party company page. It states that it intentionally limits its client load so each engagement receives hands-on, senior-level involvement from start to close.[1][2]

Sierra Bay Partners states that it helps owners prepare businesses for market, develop valuation narratives and buyer-marketing materials, qualify prospective buyers, protect confidentiality, negotiate transactions, and manage the process through closing.[2]

Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.

Public size / criteria information
The firm's first-party LinkedIn company page states that it typically works with privately held businesses under $10MM in enterprise value.[2]

What should a business owner evaluate before hiring Sierra Bay Partners?

The firm’s stated seller-only mandate, under-$10MM enterprise-value profile, preparation work, buyer qualification, confidentiality emphasis, and senior-level involvement provide specific points for an owner to evaluate when considering an engagement. Public examples span multiple industries and include a dual-business sale involving property issues and a transaction completed during the COVID-19 pandemic.

An owner should verify the engagement letter’s legal entity, fee structure, exclusivity, termination and tail provisions, valuation methodology, buyer reach, references, responsibility for specialist work, expected process, and any applicable licensing or registration requirements.[1][2]

01

What legal entity signs the engagement letter, and in which states is it authorized to perform brokerage or advisory services

The official homepage does not disclose the legal-entity form or a firm-level broker-dealer, investment-adviser, or other securities-registration identifier.[1]
02

What are the success fee, minimum fee, retainer, expense, tail, termination, and exclusivity provisions

The firm’s public positioning describes seller representation and transaction support but does not establish the commercial terms of an engagement.[1][2]
03

How is enterprise value or asking price determined, and what comparable transactions support the valuation

Sierra Bay Partners states that it develops valuation narratives and buyer-marketing materials, while the public transaction section does not publish transaction values or detailed consideration terms.[1][2]

What size transactions does Sierra Bay Partners handle?

The official site states that Sierra Bay Partners has closed 40+ transactions and lists anonymized engagements including Fiberglass Manufacturing; Tooling Import & Wholesale; Kitchen Cabinet Sales & Install; Cloud IT Services; Trucking & Transportation; Mobile Welding Services; and Specialty Retail Chain — CBD & Kratom.

Other disclosed examples include a completed Pet Boarding & Roofing dual-business sale involving two adjacent businesses and related property issues, and a Bed & Breakfast transaction completed during the COVID-19 pandemic in which the valuation was defended and the deal closed despite market conditions.[1]

Sierra Bay Partners describes a sell-side process centered on preparing and positioning a business before buyer contact, qualifying prospective buyers, maintaining confidentiality, negotiating transactions, managing diligence, and supporting the process through closing.[1][2]

The firm states that it works across all industries, including service businesses, manufacturing, e-commerce, and distribution. Its first-party company page also identifies consumer goods, industrials, materials, technology, retail, business services, and distribution as sectors served.[1][2]

What does Sierra Bay Partners publicly disclose about fees and engagement terms?

The official homepage does not disclose Sierra Bay Partners’ legal-entity form or a firm-level broker-dealer, investment-adviser, or other securities-registration identifier.

The official homepage’s anonymized transaction section does not publish client company names, transaction values, exact closing dates, or detailed consideration terms for the listed engagements.[1]

The official site identifies Sierra Bay Partners as a business brokerage and states that Regina Fisher is a member of the International Business Brokers Association. The IBBA California directory lists Regina Fisher with Sierra Bay Partners in San Francisco, California.[1][3]

The firm states that it works exclusively with sellers and offers a confidential conversation to owners considering a sale or evaluating their options. Its described service process includes preparation, valuation presentation, buyer qualification, confidentiality management, negotiation, diligence management, and closing support.[1][2]

Questions to ask before hiring Sierra Bay Partners

What legal entity signs the engagement letter, and in which states is it authorized to perform brokerage or advisory services?
The official homepage does not disclose the legal-entity form or a firm-level broker-dealer, investment-adviser, or other securities-registration identifier.[1]
What are the success fee, minimum fee, retainer, expense, tail, termination, and exclusivity provisions?
The firm’s public positioning describes seller representation and transaction support but does not establish the commercial terms of an engagement.[1][2]
How is enterprise value or asking price determined, and what comparable transactions support the valuation?
Sierra Bay Partners states that it develops valuation narratives and buyer-marketing materials, while the public transaction section does not publish transaction values or detailed consideration terms.[1][2]
How many comparable transactions has the firm closed recently, and can it provide references?
The official site states that the firm has closed 40+ transactions and that additional transaction history and references are available upon request.[1]
Which buyer channels are used beyond the partner network?
The firm’s stated process includes qualifying prospective buyers, and its geographic description refers to a nationwide and international partner network when needed.[1][2]
Who handles legal, tax, quality-of-earnings, financing, and diligence work, and how are those costs allocated?
The firm describes transaction support through diligence and closing, but the cited claims do not establish the allocation of specialist responsibilities or costs.[2]
What is the expected process and timeline from preparation through closing?
The firm describes a process spanning preparation, buyer qualification, negotiation, diligence management, and closing support, without establishing a specific timeline.[2]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Identity / organization record
  3. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.

Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.