North San Francisco Bay Area Office
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. …
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. …
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. …
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. …
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. …
Joe Orlando, ASA
VP of Business Valuation Services
Joe leads Exit Strategies Group’s business valuation team and is an Accredited Senior Appraiser (ASA). In the past 15 years Joe 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 professional background includes corporate finance, investment banking, strategic planning for a public company and several entrepreneurial endeavors. …
Tony Westfall
M&A Senior 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…
