Silicon Valley-San Jose

We invite you to contact one of our team members to discuss your plans and how Exit Strategies can help, candidly and confidentially

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.   …

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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. …

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Thomas Chang, CM&AP, CBI, CBB

M&A Advisor

Thomas is an M&A advisor and business broker in Exit Strategies Group’s Silicon Valley office with over 10 years of successful deal-making experience. He mainly works with $2-50 million revenue companies and is an industry generalist. Thomas is a skilled negotiator and creative deal maker. He excels at leading principals and managing deal teams through the entire closing process. He is a tenacious problem solver and he loves to take on new challenges…

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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.  …

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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…

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