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Recent News
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 …
U.S. Manufacturing Purchasing Managers’ Index rises to highest level since April 2010
September 2, 2014 / in News / by Al Statz
Today, just after a gorgeous Labor Day weekend here in Northern California, I thought I would share some encouraging news for U.S. manufacturers and everyone who serves or invests in them … The U.S. Manufacturing Purchasing Managers’ Index (PMI) — which is designed to signal changes in prevailing business conditions in the U.S. manufacturing sector — registered 58.0 in August, up sharply from 55.8 in July and the highest reading for over four years. All five components of the Manufacturing PMI had a …
Why do real estate bubbles hurt more than other bubbles?
July 2, 2014 / in Business Strategy, News / by Bob Altieri
I came across an article in the First Tuesday Journal, posted by Jeffery Marino, May 30, 2014, that I thought would be worth sharing. The author quotes two thinkers on the economics of bubble-and-bust episodes; Atif Mian, Economics Professor at Princeton and Amir Sufi, Finance Professor at the University of Chicago. This blog title’s question is best illustrated by the comparison between the burst of the tech bubble of 2000 and the real estate bubble of …
Exit Strategies Represents Mentzer Electronics in Acquisition by Innovative Circuits
June 4, 2014 / in News / by Al Statz
Burlingame, California — Mentzer Electronics, Inc., a respected and long-established electronics manufacturing services (EMS) company located in the San Francisco Bay Area, has been acquired by Innovative Circuits. Exit Strategies Group, Inc. introduced the parties and served as exclusive financial advisor to the seller in the transaction. Terms of the transaction are confidential. Menzter Electronics was founded in the Bay Area in 1965 by Ed and Betty Mentzer. The Company’s electronics manufacturing services include surface mount …
Upcoming Event on Valuation of Ag and Food Businesses
April 25, 2014 / in Business Valuation, News / by Al Statz
Al Statz of Exit Strategies Group will be a panelist for the American Society of Appraisers (ASA) Northern California workshop —Working with a Going Concern: Valuation Issues Related to Ag-Food Processing Facilities, on Saturday, May 31, 2014, in Fairfield, California. A Message From Al: My passion is helping baby boomer business owners exit right and retire well. My background as a valuation and M&A professional, business owner and corporate development executive allows me to bring a wealth of knowledge …
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 …