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Recent News
Exit Strategies Group Adds Kevin Lam to its Team of Senior-Level M&A Advisors
June 1, 2016 / in News / by Al Statz
Exit Strategies Group, Inc., a leading California-based business transaction advisory and valuation firm, today announced the appointment of Kevin-Quang Lam as a Senior M&A Advisor for the company. In this position, Mr. Lam will use his extensive merger and acquisition knowledge and first-hand business ownership experience to guide business owner clients through the entire transaction process. Kevin has completed transactions in a variety of industries and has deep experience with electronics manufacturing and technology companies. He …
Exit Strategies Sells Advanced Components Technology to Strategic Acquirer
January 17, 2016 / in News / by Al Statz
Exit Strategies is pleased to announce the sale of Redwood City-based Advanced Components Technology, Inc., a contract manufacturer of precision sheet metal enclosures, machined parts and electro-mechanical assemblies to medical equipment, automotive, defense, lighting and instrumentation OEM’s operating in Silicon Valley. ACT has been a preferred supplier to Keysight Technologies, HP and Agilent for many years, and is a Tier 1 supplier to Tesla Motors. ACT provides quick-turn prototypes, with extensive DFM support, and low to moderate production volumes. The acquirer, METALfx, provides precision metal …
Interest Rates Likely to Rise After December FOMC Meeting
December 9, 2015 / in Business Valuation, News / by Louis Cionci
It is widely believed that the Federal Reserve will raise the rate it charges banks for overnight deposit lending, commonly called the federal funds rate at the December 15-16 meeting of the Federal Open Market Committee. The Federal Reserve controls the three tools of monetary policy–open market operations, the discount rate, and reserve requirements. The Board of Governors of the Federal Reserve System is responsible for the discount rate and reserve requirements, and the Federal …
Event: Helping Business Owner Clients Achieve More Valuable Exits
September 16, 2015 / in Exit Planning, News, Sell a Business / by Al Statz
When: September 22, 2015 Where: San Rafael, California Host: CalCPA San Francisco-Marin Discussion Group As baby boomer owners and shareholders of privately-held businesses reach retirement age and get serious about exiting ownership, they face many new questions and challenges and turn to their professional advisors, often their CPA, for solutions. Based on his experience helping over 100 companies successfully sell or transfer ownership to partners, management or the next generation, Exit Strategies’ founder Al Statz will …
Exit Strategies: a Speaking Resource
June 24, 2015 / in News / by Jim Leonhard
Professional Speaker for Your Next Meeting, Conference or Webinar Exit Strategies’ professional advisors regularly present insightful and timely information on business valuation, succession planning, and mergers and acquisitions to business owners and their advisors, including attorneys, CPA’s and wealth managers. For example, Jim Leonhard was invited to give a presentation on July 8th to the California Society of CPA’s – Management of an Accounting Practice (MAP) entitled, “Avoiding Landmines in Buy-Sell Agreements: A Business Valuation …
Exit Strategies Sells ExpressPCB to Strategic Buyer
June 13, 2015 / in News / by Al Statz
Exit Strategies recently sold California-based ExpressPCB, North America’s leading supplier of custom printed circuit boards for prototyping and low volume production. Founded in 1998, ExpressPCB pioneered the market for quick-turn circuit boards using proprietary electronics design software and one-click ordering. For Sunstone Circuits, an Oregon-based printed circuit board fabricator, the acquisition is synergistic and accretive. Deal terms are confidential. Exit Strategies advised ExpressPCB’s owners through the entire M&A process, including valuation, offering memorandum preparation, identifying …
February Seminars: Maximize the Value of Your Business
January 7, 2015 / in Exit Planning, News, Sell a Business / by Al Statz
Now in its 9th year, Exit Strategies’ Maximizing the Value of Your Business seminar delivers essential and practical information to business owners who would like to sell for top dollar in the next 1-5 years. It is not too early to plan the successful exit you deserve! In this fast-paced workshop, business owners learn … The elements of an effective exit strategy Types of buyers and what they value Business valuation nuts and bolts How …
Sonoma County Backroad Challenge, May 16, 2015
December 1, 2014 / in News / by Al Statz
The 2015 Sonoma County Backroad Challenge century ride will take place on May 16th in Petaluma, California. Cyclists of all levels enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The acclaimed Backroad Fest takes place after the ride, with local cuisine, cold brews, live music, fun and fellowship until 6 pm. Registration is open: www.backroadchallenge.com The Backroad Challenge is a fundraiser for the Petaluma Sunrise Rotary Foundation. All proceeds …
Upcoming Event: Valuing a Business for Estate Purposes
November 17, 2014 / in Business Valuation, News / by Al Statz
Society of California Accountants North Bay Chapter Annual Estate & Trust Update At the Sheraton Sonoma County Click here for enrollment information. My background as a business valuation expert, M&A advisor, corporate development executive and business owner allows me to bring a wealth of knowledge and first-hand experience to closely held and family business owners as they consider their exit options and plan successful ownership transfers. I enjoy educating business owners on these topics, and sharing my expertise with accountants, attorneys, lenders …
Networking for Introverts!
September 22, 2014 / in News / by Al Statz
One exciting aspect of working in Mergers and Acquisitions is that we are always learning. I had a recent learning experience after a colleague invited me to a meeting of The Association for Corporate Growth (ACG), an organization that provides a networking forum for M&A advisors, corporate growth professionals, private equity, finance, legal and other professional service providers. Over the course of this particular meeting, I met and had interesting conversations with at least a …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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