J. Mark Richardson has extensive experience in appraisal, business valuation and sales, financial consulting, mergers, acquisitions and raising capital for growing businesses. He works directly and confidentially with business owners by helping them value their businesses, appraise assets and successfully conclude the sale of their companies.
After several years as a CFO for a large company, Richardson leveraged on his experience and skills by starting his own business. He knew he could help other business owners receive the maximum value for their company because this is the unique skill he provided in the corporate world – for business owners. Today, Richardson provides his clients with the financial and marketing expertise that they expect when selling their business, maintaining the highest level of professionalism and confidentiality. His clients discover that they can rely on someone who has the experience of selling a company, and that it is not necessary to take on this challenge alone.
Richardson and his firm is experienced having held the title and position of Controller and Chief Financial Officer for more than twenty firms, with annual revenues ranging from $100M to $100MM. With an emphasis on business valuation, acquisitions and business sales, and tangible asset appraisal, Richardson provides these services to business-minded people, including manufacturers, wholesalers retail distributors, real estate and financial services firms, importers/exporters, trucking companies, printing, hardware, food processing, and telecommunications companies. Clients appreciate the transportability of knowledge and skills across this diversified base of experience, and never feel like they are part of a "template" solution.
Richardson conducts appraisal and business valuation seminars, and teaches college-level courses. He is a professional facilitator and privately consults with corporate management teams looking to expand their companies through acquisition. He remains current on new business valuation and appraisal methods, management philosophies and tax issues by being an active member of the National Association of Certified Valuators and Analysts, and the Institute of Equipment Valuation. Richardson supports his trade associations through speaking engagements, seminars and peer reviews.
Mr. Richardson holds the prestigious Certified Valuation Analyst designation and performs business valuation advisory services for banks, CPA’s attorneys, and business owners. He is a Certified Equipment Broker and Master Certified Machinery and Equipment Appraiser, an award earned by less than 5% of certified M&E appraisers.
A graduate with a finance degree from the University of Notre Dame, Richardson earned his MBA in accounting from the California State University, and went on to obtain his Certified Management Accounting credential (CMA). Richardson obtained certification in Personal Financial Planning from the University of California. The Alliance of Merger and Acquisition Advisors awarded Richardson the prestigious designation “Certified Merger and Acquisition Advisor.”
As a licensed California Real Estate broker, Richardson facilitated numerous business acquisitions, valuations, business opportunities, and lease negotiations. His company supports several trade organizations serving the appraisal and business transfer. Richardson is a frequent contributor and speaker and instructor for the International Society of Business Analysts and the Institute of Equipment Valuation. Today, Richardson continually works to improve and expand the membership networks that have helped him be one of the most successful business brokers in the industry.
· Business Valuation and Certified Machinery and Equipment Appraisal for mergers, acquisitions, tax, estate planning, divorce, financing, estate settlements, gifting, valuing goodwill, buy-out agreements, retirement planning, partnerships, litigation support, insurance values and fair value reporting.
· Business brokerage / seller representation including marketing, packaging, buyer identification, negotiation, due diligence and closing.
· Asset Marketing Services – used equipment sales, asset marketing solutions, auctions, liquidations, plant shut down and reclamation.
· Packaging for SBA 7A financing.
· Expert Witness and subordinate support.