Expert Equipment Certified Appraiser, Business Certified Appraiser, Certified Business Intermediary, Certified Main Street Business Broker, Certified Valuation Analyst, Certified Machinery & Equipment Appraiser.
VALUATION COVERAGE LOCATIONS
California and Nevada
INSTITUTE OF EQUIPMENT VALUATION May 2022
BRE CA. Broker License January 14, 2008
BRE NV. Real Estate Agent License November 5, 2008
BRE NV. Business Broker Permit License November 30, 2012 Certified Business Intermediary June 15, 2013
California Association of Business Brokers member since 2007 International Business Broker Association member since 2010 NACVA member since 2014
NACVA CVA Certified Valuation Analyst September 16, 2016
INTERNATIONAL SOCIETY OF BUSINESS APPRAISERS BCA Business Certified Appraiser March 1,2016
NATIONAL EQUIPMENT BUSINESS BROKER ASSOCIATION Certified Machinery & Equipment Appraiser 2017
Acme Business Valuations Broker/Owner Eureka Biz Services
Broker/Owner Affiliate of Asset Business Appraisals Affiliate of Spectrum MA Lower Mid-Market Expert Witness
Small Business Valuations Multiple Report Publisher
March 3, 2017 – April 29, 2022 /Part-Time/Remote Sunbelt Business Brokers Las Vegas Agent and Business Broker-independent contractor listing private closely held businesses for sale in the market. Salesperson, create and maintain client accounts to purchase and sell business opportunities. Acquisitions, marketing and valuations for small main street businesses.
June 10, 2016 –Present /Work From Home- Contract Acme Business Valuations Tustin, CA. Owner/Certified Valuation Expert Self Employed - Contract basis, Consultant, financial analysis, business valuations, valuation model for company with creation of business marketing books, pitchbook, broker price opinions, to describe deal and potential involvement with specific sectors and industry reports. Valuations using public company comparables, precedent transactions and DCF’s. direct mail, marketing, prospecting.
November 8, 2008 – Present /Part-Time/Contract Eureka Biz Services Tustin, CA. Certified Business Intermediary/Owner Self Employed
Transaction services for privately held companies, merger and acquisitions, main street, valuations and consultation analyzed long-term market trends and growth potential in the western region of the U.S. and found that consolidation was likely due to fragmented market recommended further due diligence based on acquisition potential.
June 30, 2007 – Present/ Part-Time/Seasonal Bizcomps Laguna Hills, CA. Vendor assistant Traveling and booth setup for conferences and marketing Bizcomps software
April 15, 2016 – Present/Part-Time/Contract Asset Business Appraisals Laguna Hills, CA Affiliate, Business Certified Appraiser
Contract basis, Business valuations on private closely held companies, main street, acquisitions, industry studies, research analysis, exit strategies, marketing, direct mail.
April 15, 2016 – 2018 Spectrum Corporate Resources Laguna Hills, CA. Affiliate, Corporate Business Certified Appraiser, Merger and Acquisitions
Business valuations, provides transactions for owners of privately held companies, industry studies, research analysis, direct mail.