Al Statz, M&AMI, ASA
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
Bob Altieri, CBA
Bob has been providing business brokerage and valuation services since the 1980’s. Prior to joining Exit Strategies, he 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 performs business valuations for SBA lending, divorce, buy-sell, estate and gift tax, and other purposes. Bob is accredited by the NACVA as a Certified Business Appraiser (CBA). He earned a BS in electrical engineering from Indiana Institute of Technology and an MBA from California State University. CA DRE #01995309
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 and is a competitive marathoner.
Joe Orlando, ASA
Joe is an Accredited Senior Appraiser (ASA) and is Vice President of Valuation Services for Exit Strategies. Over the past 15 years he has valued hundreds of companies, representing nearly every industry. Focus areas include wineries, craft beverages 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’ NorCal 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.
Michael Lyman, CVA
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.