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Recent News
For Historic Mountain Lodge, It’s Not the End of the Rainbow
February 13, 2014 / in News, Sell a Business / by Bob Altieri
The historic Rainbow Lodge in Soda Springs, California, which was in receivership and non-operational for almost a year, has been acquired. This 33-room lodge on the Sierra’s western slope near Hwy 80 was originally built as a stagecoach stop in the 1800’s. In the 1990’s, the owner of the nearby Royal Gorge Cross Country Ski Resort bought it with the intention of providing lodging for skiers. The building is currently undergoing substantial renovations and the business is expected to re-open …
Sales of Small Businesses on the Upswing
January 21, 2014 / in News, Sell a Business / by Roy Martinez
According to a recent Inc. Magazine article, “Let’s Make a Deal”, sales of small businesses in Q3-2013 jumped 42% from the same quarter in 2012. Inc. quotes Curtis Krocker, group manager of BizBuySell.com, “After four years of depressed selling and buying activity, the markets are coming back.” Why? Motivated sellers and available financing. Many older baby boomer business owners are ready to sell their business and retire. Having held off selling during and immediately after …
Upcoming Event: A Fast-Paced Overview of Business Valuation for Attorneys
December 27, 2013 / in Business Valuation, News / by Al Statz
On January 29, 2014, Al Statz of Exit Strategies will be speaking to the Sonoma County Bar Association in Santa Rosa, California. The workshop, titled “A Fast-Paced Overview of Business Valuation for Attorneys”, will rapidly cover a wide range of valuation topics that will help attorney’s spot important issues and use business valuations more effectively in their practices. The comments will address valuations in estate, gift and tax, shareholder disputes, CC§2000 cases, marital dissolution, and of course …
Roy Martinez Adds CVA Business Valuation Credential
October 19, 2013 / in News / by Al Statz
Last month our colleague J. Roy Martinez completed the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted only to qualified individuals with considerable training and experience in the field of business valuation. CVA recipients must meet rigorous standards of professionalism, expertise, objectivity and integrity in the field of business valuation and related consulting disciplines. Congratulations Roy! At Exit Strategies, we …
Al Statz Earns Accredited Senior Appraiser in Business Valuation (ASA) Credential
September 30, 2013 / in News / by Al Statz
September 30, 2013 (Reston, VA) – The American Society of Appraisers (ASA) is pleased to announce the accreditation of Petaluma, California based Al Statz. Mr. Statz has completed the Society’s appraisal designation program, which is the industry’s most vigorous and difficult designation to achieve. Al’s accomplishment has earned him the right to bear the “ASA” credentials as a mark of his success. He joins less than 5,000 fellow experts around the world who have earned …
Exit Strategies Opens Sacramento Valley Office
September 23, 2013 / in News / by Al Statz
After 12 years serving Northern California business owners, Exit Strategies Group, Inc. is planting its flag in the Sacramento Valley. Seasoned professionals Jim Leonhard and Bob Altieri will open the firm’s new Roseville office on October 1st. This new location is an important step for us in serving a growing number of Sacramento area M&A clients, as more baby boomer business owners seek retirement after the recent recession. It will also play a key role …
Jim Leonhard Earns CVA Valuation Credential
September 3, 2013 / in News / by Al Statz
Today I want to congratulate our associate Jim Leonhard, CVA, MBA, for recently completing the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted to qualified individuals with considerable experience in the field of business valuation. The CVA designation is an indication to the business, professional, and legal communities that recipients have met rigorous standards of professionalism, expertise, objectivity, and …
KONE buys Empire Elevator, strengthening its position in San Francisco Bay Area, California
July 22, 2013 / in News / by Al Statz
Excerpted from KONE Corporation press release, July 2013: KONE has acquired the San Francisco-based business of Empire Elevator Co., Inc., an independent elevator company. Empire has operated in the attractive Bay Area market since 1978 under the capable leadership of President Bruce Moore, who will join the combined KONE team in a key role. “The Empire and KONE operations will fit well together and we are thrilled to be adding great new customers in the …
News of a Recent Event
April 6, 2013 / in News / by Al Statz
On March 23, 2013, Al Statz of Exit Strategies presented an advanced workshop – Valuation of Lower Middle Market Companies – at the California Associate of Business Brokers (CABB) annual productivity conference. The workshop focused on … How finance theory relates to M&A transactions Appropriate benefit streams, normalization adjustments, valuation methods, rate of return Transaction databases and industry research Strategic buyer valuation CapEx and working capital treatment Common mistakes and how to avoid them. Thank …
2013 Sonoma County Backroad Challenge Ride
January 15, 2013 / in News / by Al Statz
Again this year, Exit Strategies will support the Sonoma County Backroad Challenge ride, which will take place on May 18, 2013 in Petaluma, California, one day before the Amgen Tour of California’s OVERALL FINISH next door in Santa Rosa. Visiting cyclists have a rare opportunity to experience the beauty of Sonoma County backroads and the thrill of the Tour of California professional race! Cyclists of all levels can enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 …
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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