Bob Altieri, CBA
Bob has been providing business brokerage and valuation services since the 1980’s. Prior to joining Exit Strategies, Bob founded Leapfrog Software and in 2007 sold the IP of the company’s flagship product. Bob has participated in the valuation and sale of hundreds of businesses including retail, service, distribution and manufacturing businesses, and professional practices. He has performed business valuations for SBA lending, divorce, estate and gift tax, and many other purposes. Bob is accredited by the Institute of Business Appraisers as a Certified Business Appraiser. He earned a BS in electrical engineering from Indiana Institute of Technology and an MBA from California State University.
Jim Leonhard, CVA
Jim has been providing M&A brokerage and business valuation services since 2005. Prior to joining us, he founded two telecommunications consulting firms, one of which he successfully and profitably sold. His experience includes leadership adviser to for-profit and non-profit organizations; partner in a prestigious litigation support consulting firm; senior vice president of an international coatings company with P&L responsibility for a $20 million business; and director of international operations for a division of a major chemical company. Jim is a Certified Valuation Analyst (CVA). He has a BS in engineering from Johns Hopkins University and an MBA from Harvard. Jim is married, lives in the Sacramento area and is a competitive marathoner.
Mark Soeth, CVA
Mark brings over 25 years of business experience to every client engagement. Prior to joining Exit Strategies, he owned an innovative and highly regarded security products company which he sold to an investor group. Mark has served as a top executive with a range of large and small business enterprises throughout California, including Sutter Health, the California Dental Association (CDA) and The Dentists Insurance Company (TDIC). Mark is a Certified Valuation Analyst (CVA) candidate. He has a BA in Economics from UCLA and an MBA in Finance from St. Mary’s College, and lives in Davis with his wife Tracey and two children.
Michael is an M&A broker with a love of entrepreneurship and helping small business owners succeed. He specializes in the e-commerce, technology, education and health care sectors. Michael 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) candidate. He volunteers at the local schools, is a veteran of the Army National Guard, is fluent in Spanish and is active in Rotary International. He lives with his wife Carrie and 5 daughters in Grass Valley, CA and enjoys sailing, soccer, backpacking, hiking and all things solar.
Al founded Exit Strategies to help business owners exit right and retire well. He is a seasoned M&A broker and valuation expert. His areas of focus include manufacturing, distribution, technology and service industries. Previously Al was president of IDC, a $20M 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, developed and launched products, led sales & marketing teams and built worldwide distribution channels. Al holds Merger & Acquisition Master Intermediary (M&AMI), Certified Business Appraiser (CBA) and Accredited Senior Appraiser (ASA) designations. He has an MBA from Golden Gate University and a BS in engineering from the University of Wisconsin. Al lives in Sonoma County with his wife and sons. He is active in Rotary International and in his free time you’ll find him somewhere outdoors.