San Francisco Bay Area
Al Statz, M&AMI, ASA
alstatz@exitstrategiesgroup.com
707-781-8580
Al founded Exit Strategies in 2002 to help company owners exit right and retire well. He is a seasoned M&A advisor and valuation expert focused on manufacturing, automation, distribution, technology and service industries. Previously Al was president of IDC, a manufacturer of robotic devices for industrial automation. After merging with seven other companies and acquiring an east coast business, IDC was sold to multi-national Danaher Corp (NYSE: DHR). Earlier in his career Al integrated business acquisitions, led engineering, sales & marketing teams, developed and launched products, and built worldwide distribution channels. Al holds Merger & Acquisition Master Intermediary (M&AMI) and Accredited Senior Appraiser (ASA) credentials. He has an MBA from Golden Gate University and a BS in engineering from the University of Wisconsin. He serves on the board of directors and is past president of the California Association of Business Brokers. He is married and lives in Sonoma County. When Al isn’t working you’ll usually find him volunteering with Rotary International or playing somewhere outdoors. CA DRE #01878920
Adam Wiskind, CBI
awiskind@exitstrategiesgroup.com
707-781-8744
Over Adam’s 25 year professional career he has been an entrepreneur, a quality auditor and a director for a global business-to-business professional services company in the manufacturing and distribution sectors. Adam has expertise in operations management, business development, strategy and sustainability. His broad career path gives him the ability to work with a wide variety of businesses and to guide owners through the entire M&A process, from preparing their businesses to sell to attracting qualified buyers and obtaining the best possible price.
Adam has served on advisory boards of various mission-driven organizations including B-Corporation, the Forest Stewardship Council and SCS Global Services. He volunteers as a small business mentor for Pacific Community Ventures. Adam has a BA from UC Berkeley and an MBA from Presidio School of Management. He lives in Sonoma County with his family and is a member of the International Business Brokers Association. CA DRE #02011813
Don Ross, CBB
donross@exitstrategiesgroup.com
707-778-0210
Before joining Exit Strategies as a business broker, Don worked as a contract CFO/controller. He has owned and operated several businesses including farm and industrial equipment dealerships, a chain of retail stores, and a direct marketing catalog company. Don worked as a regional director of the legal publishing division of McGraw-Hill and was a marketing consultant to the 1996 Atlanta Olympics Venue Management Group. Don graduated from Stanford University in 1971. He has 3 children and 4 grandchildren, and lives in Sonoma County with his wife Michele. CA DRE #01871910
Joe Orlando, ASA
503-925-5510
Joe is Exit Strategies’ VP of Business Valuation Services and is an Accredited Senior Appraiser (ASA). In the past 15 years Joe has valued hundreds of companies, representing nearly every industry. His focus areas include wineries, food and beverage, and technology. Before joining Exit Strategies Joe led the business valuation practice for Frank, Rimerman + Co. LLP, a growing Northern California public accounting firm. Joe’s professional background includes corporate finance and M&A, strategic planning for a public company and several entrepreneurial endeavors. He has served as President, Business Valuation Discipline Director and other leadership positions for the American Society of Appraisers’ Northern California chapter, and is a founding member of the Fair Value Forum. Joe has an MBA in Finance from Georgetown University and a BA in Economics from St. Lawrence University. He lives in Camas WA, just across the Columbia River from Portland OR, with his wife and twin boys.
Ken McCauley, CPA, ABV
kenm@exitstrategiesgroup.com
707-823-8440
Ken provides a broad range of business valuation services for clients. He holds the Accredited in Business Valuation (ABV) credential and is a licensed CPA. Prior to joining Exit Strategies, Ken was a partner in AL Nella & Company, LLP Certified Public Accountants in San Francisco, where he specialized in financial reporting, business valuation services and cash flow analysis for small to medium sized businesses. Ken and his partner sold the firm in 2018. Ken’s 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. He has served on the boards of several nonprofit organizations over the years and is currently active on the Stewardship Team at the Center for Spiritual Living.
Louis Cionci, ABV, M&AMI
lcionci@exitstrategiesgroup.com
707-781-8582
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 where he served international and domestic clients in acquisition strategy development and buy- and sell-side representation. Louis is an alumni of Laventhol & Horwath (L&H), a former top ten consulting firm. He holds the Accredited in Business Valuation (ABV) and Merger & Acquisition Master Intermediary (M&AMI) credentials. He has an MBA from LaSalle University and BS from Rider University. CA DRE #02000595
Roy Martinez, CVA, CBB
jroymartinez@exitstrategiesgroup.com
707-781-8583
Roy has over 20 years of business management, venture capital, corporate finance, mergers and acquisitions, and business valuation experience. He handles main street business brokerage and middle market M&A transactions. Previously Roy was CFO of a $25M wine fulfillment company and multiple satellite communications companies. He has six years of venture capital and private equity experience: two years with a VC firm and 4 years at Intel Capital. Roy has an MBA from Harvard Business School and a BS in engineering from UC Berkeley, and he holds Certified Valuation Analyst (CVA) and Certified Business Broker (CBB) credentials. CA DRE #1938701