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

M&A Advisor, M&E Appraiser

Adam brokers sales and acquisitions of a variety of businesses, guiding clients through the entire process. He also appraises machinery and equipment for Exit Strategies clients. Adam has been an entrepreneur, a quality auditor, and a director for a global B2B professional services company in the manufacturing and distribution sectors. Adam holds Certified Business Intermediary (CBI) and Certified Machinery & Equipment Appraiser (CMEA) credentials.  …

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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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Bob Bates, CPA, CFE, CVA

Business Appraiser

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. His B.S.-Management is from Bucknell University.  …

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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 and business experience to the table when introducing buyers and sellers and helping them complete successful transactions. 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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Michael Lyman, CVA

Business Broker

Mike is an M&A broker with a love of entrepreneurship and helping small business owners succeed. He has owned and led  multiple private businesses during his career, and he remains an investor in a leading pediatric care facility. He knows what is takes to succeed as a business owner. Michael has a MS degree in Instructional Technology from Utah State University, a BS in integrated sciences from BYU and is a Certified Valuation Analyst (CVA).   …

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Roy Martinez, CVA, CBB

M&A Advisor

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 with over 10 years of deal making experience. He brings 20+ years of business experience in construction, brand and franchise development, consulting, import/export and electronics wholesale distribution to his engagements. He has also started, owned and operated several Northern California businesses during his entrepreneurial career. Thomas is a skilled negotiator and creative deal maker.    …

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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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