Phone: (209) 499-5863
Email:
thebizbroker@gmail.com
Professional Affiliations:
Background/Experience:
Paul is an experienced business intermediary that has helped business sellers and buyers across many different industries. He has an understanding of the challenges that both business sellers and buyers face. He is committed to making the business ownership transfer process smooth and effective for all parties involved. He has the ability to quickly identify deal sticking points and come up with innovative solutions to resolve them, creating win-win deals for both seller and buyer.
In addition to being a business intermediary, he has many years of experience in Finance and Accounting in various roles. His corporate experience includes the position of a Senior Corporate Accountant and later as a Senior Financial Analyst. He also worked as a stockbroker (Registered Representative) for Merrill Lynch and Morgan Stanley. During that wide range of financial experience, he has analyzed financials of businesses for many different purposes and from different perspectives. That experience provides valuable insights into strategic and financial decision making for buyers and sellers.
Paul has multiple college degrees from CSU Stanislaus, including MBA with distinction; Bachelor’s degree in Business Administration with a concentration in Accounting; Bachelor’s degree in Computer Information Systems. He also is certified in Data Science from Johns Hopkins University.
2018
Phone: 209-406-5970
Email:
rcenters@business-team.com
Professional Affiliations:
California Licensed Real Estate Agent
Background/Experience:
Phone: 209-482-5202
Email:
boballen100@gmail.com
Professional Affiliations:
IBBA, M&A Source, ACG, Calif. Licensed Real Estate Broker
Background/Experience:
Background/Experience: Bob has a B.A. from Macalester College in St.Paul, MN. and did post graduate work at the University of Minnesota and Harvard Business School. Bob's experience includes previous ownership of a manufacturing company and an import distribution business. He has also served as a management consultant, corporate division president and corporate sales/marketing vice president. He has been a Business Intermediary for the past 22 years and holds the designations International "Certified Business Intermediary" (CBI) and Merger & Acqusisiton Master Intermediary (M&AMI).
With personal offices in Stockton, Fresno, and Rancho Mirage Bob serves clients with revenue of $5 Million to $50 Million. We maintain a list of 300+ private equity groups who invest in manufacturing, distribution, and service businesses.
Example of experience in manufacturing (auto parts, food products,CNC), service(trade schools, health care, commercial landscape), distribution (auto aftermarket, landscape equipment, food products), miscellaneous (research labs, marinas,) this is only a few types of the over 200 transactions completed.
You can reach Bob at boballen100@gmaol.com or his personal number 800-622-0192
Phone: (800) 622-0192
Email:
leeallen200@gmail.com
Professional Affiliations:
IBBA, M&A Source, ACG, Calif. Licensed Real Estate Broker
Background/Experience:
Lee Allen has a B.A. Degree from Boston College and did post graduate study at Harvard, Wharton School of Business and Golden Gate University.
She has 12 years of experience with top management of an international apparel firm and 9 years as owner of a West Coast manufacturing firm. She has been an Intermediary for the past 21 years and holds the designation "Certified Business Intermediary" (CBI) and "Mergers & Acquisition Master Intermediary" (M&AMI).
2018
Phone: (408) 316-5198
Email:
ian@business-team.com
Professional Affiliations:
Professional Affiliations: IBBA (past board member), CABB (past president)
Background/Experience:
Mr. MacLachlan is the President and founder of BTI Group (1981), the largest regional intermediary for small and mid-sized businesses, with 10 offices in the Western United States and over 5,300 completed transactions. He is qualified as an expert witness in California Superior Court.
Prior to founding BTI Group, Ian started a chain of motorcycle dealerships which he built into the largest Kawasaki dealer in the U.S. The experience of selling it prompted him to enter the merger and acquisition profession.
He is a founder, past President, and former Director of the California Association of Business Brokers, a past Director and current member of the International Business Brokers Association, and a member of M&A Source. He is a frequent speaker at industry conferences.
Ian received a degree in physics from San Jose State University.