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M&A Advisors and Business 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. …
Joe Orlando, ASA
VP of Business Valuation Services
Joe Orlando is an Accredited Senior Appraiser (ASA) and is Vice President of Valuation Services for Exit Strategies Group, Inc. a mid-size business valuation and M&A brokerage firm serving the Western U.S. Joe leads Exit Strategies’ business valuation practice working primarily with private companies and owner-operators in all industries with a strong focus on the craft beverage space. …
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…
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. …
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. …
Jim Leonhard, CVA
Business Appraiser, M&A Advisor
Jim Leonhard’s career, spanning over 40 years, includes founding, operating, growing, selling, buying, and valuing businesses. Jim focuses on the valuation and sales of closely-held small to mid-sized companies. Business owners, shareholders, attorneys, CPA’s, fiduciaries, lenders and others seek Jim’s services in valuing and/or selling full or fractional business interests for successful buy-sell planning and transactions, SBA lenders, estate planning, estate, gift and other tax filings, litigation support, succession planning, mergers and acquisitions, …
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. …
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. …
Mark Harter, CVA, CEPA
M&A Advisor, Valuation Expert
Mark Harter has over 30 years’ experience in company sales, growth, valuation, finance and M&A activity. He has four times started and/or been a key executive (CFO/CEO) in early-stage ventures acquired by large public companies which have generated over $500 million in exit value…
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. …
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…
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…
Ignacio Ochoa
Analyst
Ignacio joined Exit Strategies Group in 2024 as an Investment Banking and Valuation Analyst. His responsibilities include financial modeling, industry research, valuation analysis, and business development. Before joining Exit Strategies Group, Ignacio interned at a real estate development company in San Diego, where he worked as an Acquisitions Analyst.
Jason Harris
Valuation Expert
Jason Harris is a certified business valuation expert with over 20 years of experience in small company equity research and portfolio management. Jason began his career at CS First Boston then worked as a research analyst for several Bay Area funds, including Drakes Landing Associates and Fullerton Capital, where he researched and monitored thousands of diversified equities. He then became a portfolio manager for several years at Touchstone Investments and also Peninsula Capital.
Peter Wilson
Valuation expert
Peter Wilson brings many years of investment management and business advisory experience to his role as a valuations advisor. He has been an active private equity investor in growth companies, helping them scale their technology enabled businesses. Peter has been an active investor, board member and advisor to growth companies and non-profits. He serves on the Board of Directors for John Muir Health Systems, a large regional hospital system in California, and is an advisor to Line 51, an Oakland CA brewery. Pete was also an advisor to Infima Technologies, a machine learning fixed income analytics firm. Mr. Wilson was previously on the board of A Closer Look, a customer experience (CX) measurement and analysis firm. Mr. Wilson works closely with wealth creators in the San Francisco Bay Area in his role as Chair at TIGER 21, the leading peer network for UHNW individuals. He also chairs the 350+ member private equity investment network within TIGER 21.
Contact one of our advisors to discuss your needs in total confidence.
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.
DRE #01878920
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