Silicon Valley-San Jose
Bob Bates, CPA, CFE, CVA
Bob is a Certified Valuation Analyst, CPA and Certified Fraud Examiner. He has been a CFO/Controller for over 25 years in various industries in multiple countries. He has founded, owned, bought, sold, valued, raised money for and held senior management positions with public and private companies. Bob worked at KPMG where he had experience with acquisition due diligence and audit preparation. He is a member of the Forensic Expert Witness Association, Association for Corporate Growth and Accountant Lawyer Alliance. His B.S.-Management is from Bucknell University. Bob lives in the Bay Area and has traveled extensively throughout Asia and Latin America. He has competed nationally in track and field and has finished several triathlons.
Kevin has over 10 years of successful M&A and business transaction experience, specializing in manufacturing, distribution, service, technology and electronics companies. Throughout his career, Kevin gained invaluable experience in manufacturing & technology sales, marketing and business development in management positions at Siemens, Marubeni, Tyco Electronics, Itochu and Acumen. As an entrepreneur, he has started, acquired, managed and successfully sold several businesses. Kevin is a member of M&A Source and CABB, and has a B.S. in Marketing. In his free time, he enjoys traveling and fitness activities with his family.
Ron brings 30+ years of experience as an entrepreneur: founding, selling, buying and turning around small manufacturing companies. He is a “Certified Value Builder”, helping manufacturing business owners and their management teams identify and capitalize on opportunities to grow, increase enterprise value and prepare for future ownership transition. He has walked in the shoes of business owners facing the responsibility of the future of their company, family, employees, and their legacy. Ron has a Bachelor of Science in Industrial Engineering and Management from Texas A&M.
Al founded Exit Strategies to help business owners exit right and retire well. He is a seasoned M&A broker and valuation expert. His areas of focus include manufacturing, distribution, technology and service industries. Previously Al was president of IDC, a $20M manufacturer of robotic devices for industrial automation. After merging with seven other companies and acquiring an east coast business, IDC was sold to multi-national Danaher Corp (NYSE: DHR). Earlier in his career Al integrated business acquisitions, developed and launched products, led sales & marketing teams and built worldwide distribution channels. Al holds Merger & Acquisition Master Intermediary (M&AMI), Certified Business Appraiser (CBA) and Accredited Senior Appraiser (ASA) designations. He has an MBA from Golden Gate University and a BS in engineering from the University of Wisconsin. Al lives in Sonoma County with his wife and sons. He is active in Rotary International and in his free time you’ll find him somewhere outdoors.