Silicon Valley 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. …
Bob Bates, CPA, CFE, CVA
Business Appraiser
Bob is a Certified Valuation Analyst, CPA and Certified Fraud Examiner. He has been a CFO/Controller for over 25 years in various industries in multiple countries. He has founded, owned, bought, sold, valued, raised money for and held senior management positions with public and private companies. Bob worked at KPMG where he had experience with acquisition due diligence and audit preparation. His B.S.-Management is from Bucknell University. …
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. …
Thomas Chang, CM&AP, CBI, CBB
M&A Advisor
Thomas is an M&A advisor and business broker with over 10 years of deal making experience. He brings 20+ years of business experience in construction, brand and franchise development, consulting, import/export and electronics wholesale distribution to his engagements. He has also started, owned and operated several Northern California businesses during his entrepreneurial career. Thomas is a skilled negotiator and creative deal maker. …
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. …
Charles (Chip) Trimmier
M&A Advisor
Charles (Chip) Trimmier is an M&A advisor with 25 years experience helping business owners, executive teams, and boards of directors evaluate potential pathways toward accomplishing their goals. Chip enjoys helping his clients find creative ways forward that maximize benefits to everyone concerned. Prior to joining Exit Strategies, Chip owned and managed a multi-state law firm where he directed the financial operations of the firm as well as an area of corporate legal practice…
