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

Silicon Valley Office

Center map

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.   …

Read More »

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.  …

Read More »

Kevin-Quang Lam

M&A Advisor

Kevin brings over 15 years of deal making and business experience to the table when introducing buyers and sellers and helping them complete successful transactions. 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.   …

Read More »

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.    …

Read More »

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.  …

Read More »

Request a Call
close slider
Request a Call and we will get in touch with you
  • This field is for validation purposes and should be left unchanged.