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North San Francisco Bay Area Office
531 E Washington Street
Petaluma, California 94952
Phone: 707-778-2040
Al Statz, M&AMI, ASA
President, M&A Advisor
Since founding Exit Strategies in 2002, Al’s mission has been helping company owners exit right and retire well. Al provides sale, majority recapitalization, divestment, merger and acquisition services to companies with $5-100 million revenue. In addition to deal making, Al leads Exit Strategies’ M&A practice and provides comprehensive assessments of enterprise value and sale-readiness and consults with owners on exit planning. …
Adam Wiskind, CBI, BCA
M&A Advisor, Business Appraiser
Adam Wiskind is an M&A advisor (CBI) and Business Certified Appraiser (BCA). As a mergers & acquisitions advisor Adam works closely with business owners to achieve their goals for exiting their companies. He works primarily with the owners of manufacturing, distribution, specialty contracting and B2B service businesses…
Don Ross, CBB
Business Broker
Don has been selling main street businesses with Exit Strategies Group since 2009. Previously, he worked as a contract CFO for several retail business entities, focusing on forensic accounting, budgeting and market strategy formulation, and maximizing profitability. Don has owned and operated several retail businesses including two farm and industrial equipment dealerships, a chain of retail stationery and gift stores, and a direct marketing catalog company. …
Joe Orlando, ASA
VP of Business Valuation Services
Joe Orlando is an Accredited Senior Appraiser (ASA) and is Vice President of Valuation Services for Exit Strategies Group, Inc. a mid-size business valuation and M&A brokerage firm serving the Western U.S. Joe leads Exit Strategies’ business valuation practice working primarily with private companies and owner-operators in all industries with a strong focus on the craft beverage space. …
Louis Cionci, ABV, M&AMI
M&A Advisor, Business Appraiser
Louis has been providing strategic valuation and M&A brokerage services for over 15 years and has managed over $250 million worth of transactions. His goal in transactions is to help seller clients obtain the best price and terms available in the market, and help buyers obtain economic opportunity. Louis worked as a director and senior associate for two other investment banking firms prior to joining Exit Strategies Group. …
Mark Harter, CVA, CEPA
M&A Advisor, Valuation Expert
Mark Harter has over 30 years’ experience in company sales, growth, valuation, finance and M&A activity. He has four times started and/or been a key executive (CFO/CEO) in early-stage ventures acquired by large public companies which have generated over $500 million in exit value…
Roy Martinez, CVA, CBB
M&A Advisor
Roy handles main street and middle market M&A transactions for Exit Strategies Group. Previously Roy was CFO for a wine fulfillment company and multiple satellite communications companies where he gained corporate finance and M&A experience, and he has six years of venture capital and private equity experience. Roy holds Certified Valuation Analyst (CVA) and Certified Business Broker (CBB) credentials. …
Tony Westfall
M&A Senior Advisor
Tony Westfall is a seasoned executive and entrepreneur with a varied background across industries, functions and company sizes. Tony has worked on and led multiple M&A deals throughout his career. As a management consultant, he worked on a carve out between Novartis and Bayer. As an entrepreneur he has made several successful acquisitions and turned those bolt on acquisitions into substantial exits in companies that he founded…
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
DRE #01878920
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