Serving sellers and buyers of Upper Main Street and Lower Middle Market businesses and related real property since 1985. I provide representation for sellers to prepare and sell their businesses, for buyers to acquire businesses, appraisal and advisory consulting to build value. I represent owners of commercial real estate for sales, leasing, 1031 exchanges and investment property acquisition.
Markets served include Upper Main Street established businesses with minimum earnings of $500,000 and Lower Middle Market businesses with revenues of $2 million to $100 million. Sellers and buyers served include individuals, corporations, public companies and private equity groups.
As a result of working the shop floor in a metal fabrication business as a young man, I have run shears, brakes, rollers, hardware inserters, welders, etc. and can relate to owners of metal fabrication businesses. I have sold many precision machining and sheetmetal manufacturing businesses and specialize in metal fab. Another specialty is building maintenance services, indluding janitorial, landscape, building repairs, tenant improvement construction and several trades including HVAC, Plumbing, etc.
Having sold over 350 businesses, my experience is broad, ranging from over 100 restaurants, cafes and clubs to large manufacturing businesses in California, Arizona and Texas. I have sold a software engineering group in India and an acting & modeling school in Indiana. I am an expert in the process of preparing and selling businesses - so I can sell most any type of business.
I am a public speaker on topics related to the sale of established businesses. There is no charge to speak to accounting firms, law firms, commercial and residential real estate brokerages, financial planning groups, insurance brokerages and other professional advisory service companies.
I am active in the M&A Source, IBBA and CABB (Board of Directors 2020 - 2021). I am an associate member of the Santa Clara County Bar Association serving as a fee arbitrator.
Credentials include M&AMI, CM&AP, CBI. 2017 awarded Fellow of the M&A Source status.
MBA Santa Clara University
BA University of LaVerne
US Air Force during Vietnam War Era, stateside duty, honorable discharge. Worked in Accounting, Finance and Budget.
Corporate experience includes product marketing manager for high-tech products, national sales manager, European sales manager, materials manager for both public companies and private companies. Prior to college worked as a machinery erector installing large machinery all over the US, Canada and in Taiwan. Skills included millwright, pipefitter, welder, electrician and industrial controls technician. Also ASME Certified Pressure Vessel Welder - a long time ago!!!