Robert Wellman

BusinessWise Brokers & Consultants

License Number: 01926252

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Folsom, California

About the Company

Selling or acquiring a business is one of the most significant decisions you'll make — and who you work with matters. BusinessWise Brokers & Consultants is a CA-licensed business brokerage firm (DRE #01926252) serving Northern California (greater Sacramento, including Folsom, El Dorado Hills, Placerville, Roseville, & surrounding communities as its primary markets). With 13+ years of brokerage experience and membership in both CABB (California Association of Business Brokers) and IBBA (International Business Brokers Association), we bring professional standards and proven results to every engagement.

Principal broker Robert Wellman brings a background that most brokers simply can't match - former Accountant, Chief Financial Officer, and business owner across both service and retail industries — plus hands-on experience in mergers and acquisitions. He's been on your side of the table.

Our practice is built almost entirely on referrals — a reflection of the trust our clients place in us and the outcomes we deliver. Whether you're confidentially selling your business, searching for the right acquisition, or need guidance on exit strategy, we'd welcome a no-obligation introductory call.
Visit BusinessWiseBrokers.com to learn more or to schedule an appointment.

Broker Biography

Introduction

Robert Wellman, MBA | Principal Broker | CA DRE #01926252

Robert Wellman brings something rare to business brokerage: he's been in your shoes. A lifelong entrepreneur, he has owned and operated businesses since age 17 — spanning both retail and service industries — giving him firsthand insight into what it truly takes to build, run, and successfully exit a business.
His professional background runs deep. Before founding BusinessWise Brokers & Consultants, Robert served as Chief Financial Officer and worked extensively in mergers and acquisitions. Since 2013, he has represented buyers and sellers in business transactions, commercial leases, and real property transactions throughout California — always with the goal of delivering the outcome his clients deserve.
Robert holds active membership in both CABB (California Association of Business Brokers) and IBBA (International Business Brokers Association), reflecting his commitment to professional standards and ethical practice in every engagement.

When he's not negotiating deals or guiding clients through one of the biggest decisions of their lives, you'll find Robert on a trail, a golf course, or a beach in Hawaii — recharging for the next one.

Services Provided

What We Do

For Sellers

- Broker's Opinion of Value — Understand what your business is truly worth before you make any decisions
- Confidential Sell-Side Representation — A structured, discreet sales process designed to protect your business and maximize your exit outcome
- Exit Strategy Consulting — Not ready to sell yet? We help you build a more valuable, more sellable business before you go to market

For Buyers

Buy-Side Representation — Find the right business at the right price, with experienced negotiation and due diligence guidance every step of the way

Ready to have a conversation?
We offer a complimentary introductory call — no pressure, no obligation.

Areas Served

  • Amador County, CA
  • El Dorado County, CA
  • Monterey County, CA
  • Napa County, CA
  • Orange County, CA
  • Placer County, CA
  • Sacramento County, CA
  • Santa Barbara County, CA
  • Sutter County, CA
  • Yolo County, 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 both California & Hawaii. He has a Bachelor's of Science Degree in Accounting and earned a Master's Degree in Business Administration.

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