Phone: (818) 618-2607
Email:
serge@business-team.com
DRE License: 02105711
Professional Affiliations:
Background/Experience:
After obtaining his PhD degree in biology and Immunology, Serge worked for three years as a Senior
Product Manager/Marketing Manager for Glaxo Smith Kline plc, a major British multinational
pharmaceutical and biotechnology company. Later, Serge became interested in clinical trials and
worked for twenty-eight years as a Senior Quality Control Manager for multiple pharmaceutical and
biotech companies of various sizes – ranging from giant companies like Amgen and Baxter to smaller
companies. Serge also owned a consulting business, which allowed him to work on a contract basis later
in his career. Serge’s job consisted of overseeing the conduct of clinical trials at clinical sites in the US to
ensure the studies at the clinics were performed in compliance with the FDA requirements. Besides
extensively traveling all over the territory of the US, Serge also traveled to Canada. The following were
Serge’s core responsibilities, which sometimes varied to include additional responsibilities depending on
each company’s rules:
Phone: (949) 302-6990
Email:
maty@business-team.com
DRE License: 01936056
Professional Affiliations:
Background/Experience:
‘Maty Guiza’ has been intricately involved in the financial services industry as a liaison to business clients for over 20 years. She has a diverse and comprehensive educational background with a bachelor’s degree from California State University Long Beach where Ms. Guiza remains involved. Ms. Guiza is a candidate for the MBA program at Pepperdine University, Malibu, CA. Her expertise includes executive level C-Suite roles in private companies. Additionally, Ms. Guiza has held vice-president roles in fortune 100 banks as a business banker, private banker, relationship manager, commercial credit underwriter and licensed securities broker. Credited with extensive formal knowledge, Ms. Guiza has also held the position of trustee, Board President, and Financial Officer. Ms. Guiza currently owns her real estate brokerage and is responsible for the day-to-day operations as well as the property management needs of her clients. As a Business Broker with Business Team, Ms. Guiza exclusively works with privately held companies interested in selling or buying. Her experience and professionalism offer reliability and dependability to business owners through the sale or succession planning process. Ms. Guiza is board member to the Orange County Association of Realtors, Institute of Real Estate Management, Chambers of Commerce throughout Orange County and Los Angeles, member of various councils and additional various affiliations. License information under Matilde Guiza-Leimert.
Phone: 949-227-3400
Email:
JeffreyTait@business-team.com
DRE License: 01168102
Professional Affiliations:
California Association of Business Brokers, International Business Brokers Association
Background/Experience:
Jeffrey Tait has been a business broker with Business Team for more than 15 years. He has a Bachelor's degree in Economics with a minor in Business Administration. Before joining Business Team he was the top producing salesperson at three different staffing and technical consulting firms. He has been involved in the sale of hundreds of retail, service, manufacturing and distribution businesses. He is the Manager of Business Team’s Southern California operations. In addition to his own production, he is responsible for recruiting, training and managing our associates; ensuring that the office runs smoothly; and ensuring that every Business Team client is treated in a courteous and professional manner. He also teaches Business Team's Business Brokerage Training Course and the California Association of Business Brokers CABB 101 Business Broker Training course.
Phone: (714) 323-6662
Email:
kathleen@business-team.com
DRE License: 01313536
Professional Affiliations:
CABB, IBBA
Background/Experience:
Kathleen Jones has been a real estate broker, selling residential real estate for over 20 years. Her career includes working as an investment manager for an equity provider of residential real estate development projects, where she conducted extensive market research in the Southern California and Hawaii areas. She also provided market write-ups for investor packages and managed the Irvine and Santa Ana offices. She has worked for several new home builders and owns her own brokerage, which is niched in newer homes, and keeps apprised of new developments in the area. Before becoming involved in real estate, she owned and operated a successful graphic and web design business. Kathleen holds a bachelor's degree in business administration and management and is a member of the National Association of Realtors, California Association of Realtors, and Pacific West Association of Realtors.
She is a native Californian, living in Orange County for over 50 years. As a Business Broker with Business Team, Ms. Jones brings unmatched professionalism and understanding to people in buying or selling a business.
Phone: (310) 918-8169
Email:
wen@business-team.com
DRE License: 01923258
Professional Affiliations:
Background/Experience:
Wen is a licensed Business Broker and a Merger & Acquisition Advisor. Wen works closely with business owners of manufacturing, distribution and service companies in various industries: Property Management & Services, Garment, Auto, Medical Equipment, Freight & Logistics and etc..
No matter the size of the transaction Wen always treats each project with the same devotion, giving her best with integrity and professionalism. Her problem-solving skills and persistence allow for smooth transactions with fairness to all parties. Wen’s most recent closings include a major national brand truck/trailer manufacturer in the West Coast, a long-established Torrance auto parts distribution company, a Riverside property service firm, a LA screen printing company, and a freight trucking business near LAX.
Wen holds MBA degree from Univ. of IL at Chicago, has strong banking and accounting background both in China and the States before becoming a Business Broker in 2014, and has been helping many overseas clients in acquisition deals due to her Bilingual (English/Chinese) skills, experience in business valuations, and her understanding of Asian business culture and the overseas clients’ funding situation.
Wen loves being a business broker for not just connecting the paths of her own diversified past, but also connecting various professionals from different fields and locality. She is a believer and participant that business connects people and builds great community.
Phone: (310) 465-9947
Email:
patricia@business-team.com
DRE License: 01097209
Professional Affiliations:
CABB, IBBA
Background/Experience:
Ms. Jennex brings a wide range of experience to Business Team from aerospace project management to software and electronic hardware development. Patricia grew up in Southern California and earned her bachelor’s degree in electrical engineering from Cal State Northridge, graduating with honors. She was also an art major before attending engineering school and has completed the landscape architecture program at UCLA. After 25 years in the corporate world in various technical and management positions, she changed careers and joined a private equity group as a partner and acquisitions analyst specializing in technology, ecommerce and manufacturing companies. In that capacity, she has reviewed the financials of hundreds of businesses and interviewed dozens of business owners and business brokers across the country. As a partner, she employed her problem solving and people skills to structure and negotiate acquisitions and partnership deals. Through this experience, she has gained an understanding of the challenges both business sellers and buyers face and in her current role with Business Team, is devoted to easing the process and facilitating solutions for both.
Phone: (208) 906-0237
Email:
bill@business-team.com
DRE License: 00802608
Professional Affiliations:
Background/Experience:
Bill is a real estate broker in Idaho and California. Bill also holds a S7, and a S24 securities license since 1980.
Bill has 40 years of experience advising investors, business owners and their financial consultants in the acquisition, growth, and sale of both business and real estate investments (specializing in §1031 Exchange Transactions for tax deferral).
Bill began his career by earning a degree in Real Estate at U.S.C. where he won the coveted MAI award - recognizing the outstanding real estate scholar in the class of ’65. After serving as a Commander in the Air Force in Vietnam, Bill established his credentials as a family and business advisor, providing guidance to other advisors and their clients as a Regional Manager for Kidder Peabody & Co.
Currently, at Business-Team (BTI), Bill works alongside his clients to help them establish exit plans, allowing them to achieve their goals while minimizing or mitigating the potential effects of capital gains tax issues. If you are interested in finding out how Bill Hoop can help you to develop a business strategy based on your current and future needs? Call him today at (208) 906-0237 or email him at bill@business-team.com to schedule an appointment, to learn more about our services. Bill is a specialized: Business Broker, Commercial Property Sales & Lending, §1031 Exchange Transactions, Business Intermediary, M&A Intermediary, Business Valuations, Business Consulting, Corporate Development, Mergers, Acquisitions, Divestitures, Spin-Offs and Roll-ups, Deferred Sales Trusts.
2023
Phone: (949) 633-1612
Email:
laurie@business-team.com
DRE License: 01744628
Professional Affiliations:
CABB, IBBA
Background/Experience:
Laurie Cole brings a varied background of experience to Business Team. After earning her degree in Business Administration and Accounting, she worked for several years in real estate investment trusts and commercial real estate lending before taking a position as accounting manager for a chain of pizza restaurants.
After taking a break to raise her family, Laurie returned to work as a legal administrator in a business litigation firm, providing the opportunity to experience a diverse assortment of business types and issues. During her 16-year tenure, she developed a depth of knowledge and appreciation for the importance of structure in a healthy business organization.
A growing real estate portfolio led Laurie to obtain her broker’s license and eventually transition into residential real estate sales. The daily tools of real estate – evaluating the needs of buyers and sellers, marketing, negotiating, writing contracts, communicating with government agencies, solving problems to facilitate closing – built a solid foundation for excellence in business sales, mergers, and acquisitions.
2023
Phone: (408) 316-5198
Email:
ian@business-team.com
DRE License: 00693916
Professional Affiliations:
Professional Affiliations: IBBA (past board member), CABB (past president)
Background/Experience:
Ian MacLachlan received his B.S. in Physics from San Jose University. He founded Grand Prix, a manufacturer and mail-order business for specialty motorcycle parts as well as a chain of Kawasaki dealerships. In 1977 GPC was the largest chain of Kawasaki dealerships in the U.S. After selling GPC through a business broker, he became involved in the business brokerage industry founding Business Team -the largest business brokerage firm in the Western United States. Business Team has arranged the sale of over 7000 companies to date.
Ian is a co-founder and past chairman of the California Association of Business Brokers, has previously served on the Board of Directors of the International Business Brokers Association (IBBA), and is a frequent speaker at IBBA conventions. He is also a member of M&A Source.
He has been qualified as an expert witness in business valuation and standard of care by the California Superior Court.