As an experienced and licensed California business broker, I know your business is as important to you as my business was to me. I am a past entrepreneur with a passion for selling software and B2B services businesses. I work with clients and buyers across the USA.
My ideal client is the owner of a software, SaaS, or B2B services company with $3m-$20m in revenue and 20-50 employees.
I offer a hands-on, high-touch level of service to my business clients. My sell-side services cover the entire process of preparing your business for sale through closing. Additionally, I realize this is likely your first time through the exit process. Therefore, I’ll work with you to understand each step of the journey.
Before starting my own California business brokerage practice, I held numerous sales and business development positions within the high technology industry. I have worked in both startups and also large corporations within the software industry. During my time in the software industry, I successfully negotiated multi-million dollar global deals with large companies such as Microsoft, Oracle, and Sun Microsystems.
Before becoming a licensed California business broker, I ran a commercial print brokerage business focused on business-to-business catalogs. We had contractual relationships with printers across the country and largely functioned as their outsourced sales agents. My team and I grew this business to become the third-largest print brokerage in the country. A key reason we were successful was because of the software we developed for our internal use. After much thought, I sold this business myself in 2013 and made the transition to a business broker a few years later.
I earned an MBA from New York University in finance and a BA from the University of Pennsylvania in economics. I live on the Peninsula with my family and have been living in the SF Bay area since 1996.