Caliifornia M&A Advisors & Business Brokers

Meet the Team

Our seasoned business valuation experts, M&A advisors and business brokers provide great service and reliable results

M&A Advisors, Business Brokers and Valuation Experts

Al Statz, M&AMI, ASA

President, M&A Advisor

Since founding Exit Strategies in 2002, Al’s mission has been helping company owners exit right and retire well. Al provides sale, majority recapitalization, divestment, merger and acquisition services to companies with $5-100 million revenue. In addition to deal making, Al leads Exit Strategies’ M&A practice and provides comprehensive assessments of enterprise value and sale-readiness and consults with owners on exit planning.   …

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Joe Orlando, ASA

VP of Business Valuation Services

Joe leads our valuation team and is an Accredited Senior Appraiser (ASA). In the past 15 years he has valued hundreds of companies, representing nearly every industry. Before joining Exit Strategies Joe led the business valuation practice for Frank, Rimerman + Co. LLP, a mid-size Northern California public accounting firm. Joe’s background includes corporate finance, investment banking, strategic planning for a public company and several entrepreneurial endeavors.  …

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Adam Wiskind, CBI, BCA

M&A Advisor, Business Appraiser

Adam Wiskind is an M&A advisor (CBI) and Business Certified Appraiser (BCA). As a mergers & acquisitions advisor Adam works closely with business owners to achieve their goals for exiting their companies. He works primarily with the owners of manufacturing, distribution, specialty contracting and B2B service businesses…

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Bob Altieri, CBA

Business Appraiser, M&A Advisor

Bob has been providing business brokerage and valuation services since the 1980’s. He has participated in the valuation and sale of hundreds of businesses. He performs valuations for SBA lending, divorce, buy-sell, estate and gift tax, and other purposes. Bob is a Certified Business Appraiser (CBA). Prior to joining Exit Strategies, he founded Leapfrog Software. He a BS in electrical engineering and an MBA.   …

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Don Ross, CBB

Business Broker

Don has been selling main street businesses with Exit Strategies Group since 2009. Previously, he worked as a contract CFO for several retail business entities, focusing on forensic accounting, budgeting and market strategy formulation, and maximizing profitability. Don has owned and operated several retail businesses including two farm and industrial equipment dealerships, a chain of retail stationery and gift stores, and a direct marketing catalog company.   …

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Jim Leonhard, CVA

Business Appraiser, M&A Advisor

Jim has been providing M&A brokerage and business valuation services since 2005. Prior to joining Exit Strategies Group he founded two telecommunications consulting firms, one of which he successfully and profitably sold, and had a successful and diverse corporate management career. Jim is a Certified Valuation Analyst. He has a BS in engineering from Johns Hopkins University and an MBA from Harvard. Jim is married and is a competitive marathoner.   …

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Kevin-Quang Lam

M&A Advisor

Kevin brings over 15 years of deal making experience to the table when introducing buyers and sellers and helping them complete successful transactions from over 30 years of business experience involving sales, marketing, management, business development, buying and selling businesses, and business ownership. Earlier in his career, Kevin held management positions in manufacturing & technology sales, marketing and business development. As an entrepreneur, he has started, acquired, managed and successfully sold several businesses. …

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Louis Cionci, ABV, M&AMI

M&A Advisor, Business Appraiser

Louis has been providing strategic valuation and M&A brokerage services for over 15 years and has managed over $250 million worth of transactions. His goal in transactions is to help seller clients obtain the best price and terms available in the market, and help buyers obtain economic opportunity. Louis worked as a director and senior associate for two other investment banking firms prior to joining Exit Strategies Group.   …

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Roy Martinez, CBB, CVA

M&A Advisor, Business Appraiser

Roy handles main street and middle market M&A transactions for Exit Strategies Group. Previously Roy was CFO for a wine fulfillment company and multiple satellite communications companies where he gained corporate finance and M&A experience, and he has six years of venture capital and private equity experience. Roy holds Certified Valuation Analyst (CVA) and Certified Business Broker (CBB) credentials.     …

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Thomas Chang, CM&AP, CBI, CBB

M&A Advisor

Thomas is an M&A advisor and business broker in Exit Strategies Group’s Silicon Valley office with over 10 years of successful deal-making experience. He mainly works with $2-50 million revenue companies and is an industry generalist. Thomas is a skilled negotiator and creative deal maker. He excels at leading principals and managing deal teams through the entire closing process. He is a tenacious problem solver and he loves to take on new challenges…

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Tony Westfall

M&A Advisor

Tony Westfall is a seasoned executive and entrepreneur with a varied background across industries, functions and company sizes. Tony has worked on and led multiple M&A deals throughout his career.  As a management consultant, he worked on a carve out between Novartis and Bayer.  As an entrepreneur he has made several successful acquisitions and turned those bolt on acquisitions into substantial exits in companies that he founded…

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Charles (Chip) Trimmier

M&A Advisor

Charles (Chip) Trimmier is an M&A advisor with 25 years experience helping business owners, executive teams, and boards of directors evaluate potential pathways toward accomplishing their goals. Chip enjoys helping his clients find creative ways forward that maximize benefits to everyone concerned. Prior to joining Exit Strategies, Chip owned and managed a multi-state law firm where he directed the financial operations of the firm as well as an area of corporate legal practice…

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Ken McCauley, CPA, ABV

Of Counsel

Ken holds the Accredited in Business Valuation (ABV) credential and is a licensed CPA. Prior to joining Exit Strategies, Ken owned a CPA firm in San Francisco, which he sold in 2018.  His background includes financial audit experience with a national accounting firm and multiple corporate finance positions. Ken graduated from the University of Michigan with a BA in Accounting.   …

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Victor Vazquez, ASA, MRICS

Business Appraiser

Victor is an Accredited Senior Appraiser (ASA) with more than 30 years of experience working for Big-Four firms such as PwC and KPMG, and for investment banking firms in Mexico. Victor has been involved in many business valuation engagements including intangible assets. Victor has also solid experience in the origination and execution of Initial Public Offerings (IPOs) and debt offerings, as well as M&A transactions and structured finance transactions…

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