Robert Wellman

BusinessWise Brokers & Consultants

License Number: 01926252

Phone: Show Phone Number


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4265 Brookview Drive,
Folsom, California 95630 (View Map)

About the Company

As an independent business brokerage firm, our focus is dedicated to providing you the best outcome possible. Whether you are selling a business, buying a business, leasing commercial property or buying commercial property, we are dedicated to ensuring your experience is a good one.

What makes this firm different you may ask? Principal broker, Robert Wellman, has built and sold firms throughout his career. As a former accountant, Chief Financial Officer, and business owner of both service and retail businesses, he can relate on many levels to the experiences you may be facing. Having worked in mergers and acquisitions for a number of years, his proven experience is invaluable.

Finally, your success is our success. We work primarily on a referral basis and count on referrals to grow. We greatly appreciate the trust and referrals we have received since starting the firm in 2013.

Broker Biography

Introduction

Robert Wellman, MBA, is an experienced businessman who has owned businesses since he was 17 years old. From retail-based companies to service-based companies, he knows what it takes to succeed. He has negotiated buy-side transactions, sell-side transactions, commercial leases, and real property transactions in the state of California since 2013.

When not enjoying the outdoors in California, you can find him on a beach somewhere in Hawaii. Interests include running, golf, travel, and fine dining.

Services Provided

We provide Broker's Opinion of Value
We represent Sell-Side transactions
We represent Buy-Side transactions
We represent commercial lease transactions and commercial sales/buy transactions

Areas Served

  • El Dorado, CA
  • Sacramento, CA
  • Placer, CA
  • Amador, CA
  • Yolo, CA
  • Sutter, CA
  • Santa Barbara, CA
  • Orange, CA
  • Monterey, CA
  • Napa, CA
  • Licensed In

    • California — License number 01926252

    Professional Affiliations

    Robert Wellman, MBA is a member of the California Association of Business Brokers, International Business Broker's Association, and a licensed Real Estate Broker in California. He has a Bachelor's of Science Degree in Accounting and earned a Master's Degree in Business Administration.

    Business For Sale Listings

    $799,900
    Cash Flow: $225,000 
    California 
    Profitable History in this Tree Sales & Moving Company Profitable History in this Tree Sales & Moving Company Financing available

    This successful business is known across the state and has very consistent profit and growth as a tree sales and tree moving company. In business for many years, this specialized business has been providing and moving beautiful mature olive trees, oak trees and palm trees for landscape architects, contractors, developers, and homeowners. They move other trees as well! Equipped with heavy duty and meticulously maintained equipment, the new owner would immediately step into a turnkey business. NDA and Confidential Buyer Profile is required prior to release of financials.NOTE: You must be a licensed C-27 contractor. 

    $529,000
    Cash Flow: $260,000 
    Roseville, CA 
    View Details 
    Priced to Sell! Pond Landscaping Company

    This profitable pond landscaping and retail company has been a staple in the greater Sacramento region for over 21 years. With brand name recognition and an excellent reputation, the buyer will start off with a strong revenue and income base. The contract pipeline is appealing, so don't miss out on this competitively priced opportunity! Price includes approximately $65k in inventory and vehicle and equipment valued at $135k (value may change). Please note: Do not contact seller or staff directly. The buyer MUST HAVE a C-27 Landscape license in this asset structured sale. NDA and Buyer's Profile Form will need to be submitted to the listing broker prior to any release of information. 

    Featured Sold Listings Listings sold on BizQuest: 2
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