Kris Moe

Kris Moe is an M&A advisor specializing in the Solar Industry and the trades (roofing, HVAC, flooring, electrical etc.). He has a background in founding and managing his own businesses giving him knowledge of the business realities and challenges. This enables him to efficiently analyze, package and market a seller’s business and to connect prospective buyers to appropriate business opportunities. Kris has also assembled a strong network of professionals and advisors to ally with to facilitate successful business exits. Kris lives in Marin and plays a strong game of golf :)

John has been licensed with the California DRE since 1992 and his credentials include a Bachelor of Arts Degree in Mathematics from Texas Tech University. Additionally, John has earned the designation of Certified Business Intermediary (CBI) from the International Business Brokers Association. The CBI designation is granted to a select group of individuals who are seasoned in the industry, have completed over 68 hours of course work including financial analysis, pricing/valuation, legal and tax implications related to the sale or purchase of a business and have passed a comprehensive exam. With this designation comes the assurance that you will be working with an individual who is specifically trained, and has met all the requirements to be a professional and knowledgeable intermediary on your behalf. John is also a Certified Business Broker (CBB) through the California Association of Business Brokers (CABB) and has been elected to the CABB Board of Director from 1995 – 2013. He was also elected the 2000-2001 President of CABB by his peers. John helped design and teach the 2-Day CABB Introduction to Business Brokerage class in Northern California from its inception in 2008 through 2012. John also helped design and teach the CABB’s Certified Business Broker re-certification class. During his business brokerage career, John has managed from 6-13 agents at any given time with oversight responsibility for their transactions over a period of 21 years, adding another 500+ transactions to his experience. During his 21 years as Senior Vice-President and as a Team-Leader with another firm, his team was, in most years, the top producing sales team for the company. Prior to Business Brokerage, John spent two years out of college being a computer programmer, was hired by IBM as an applications engineer, and soon thereafter was selling mainframe computers for IBM, where each year he earned membership in the 100% Club, and was a member of the Golden Circle his last year in sales. His career at IBM spanned 13 years and included other stints as 1) Los Angeles Western Region Marketing Support conducting Data Base/ Data Communications seminars from Hawaii to Carbondale, Illinois, (and all Data Processing Sales Branch Offices in-between) to Branch Office sales staff and their customers, and 2) a Product Planner in IBM’s Austin manufacturing plant. John left IBM to co-found, with three other IBMers in Silicon Valley, a then state-of-the-art thin-film recording head (for disk drives) manufacturing company called Dastek. After its successful sale to Dysan, and over the next ten years, John worked with, or cofounded three other not-as-successful Silicon Valley startups. All this business ownership experience has helped John step into each of his Sellers’ and Buyers’ shoes to comfortably advise them on the successful acquisition and/or sale of their business. Regardless of size, selling or buying a business can be a complex and time-consuming process. John makes this process a smooth and fair experience for all parties involved. References are available upon request. John can be reached at JMitt@mabusinessadvisors.com or (408) 460-5446. Call for a complimentary consultation or opinion of value. Background: Licensed with the California BRE since 1992 Bachelor of Arts Degree in Mathematics from Texas Tech University Certified Business Intermediary (CBI) from IBBA (International Business Broker Association) Certified Business Broker (CBB) from CABB (California Business Broker Association) 2000-2001 – Served as President of the CABB and was an active Board of Director Member from 1995 through 2012. Taught CABB’s two-day Introduction to Business Brokerage for five years throughout Northern California and at statewide conferences. John helped architect and has also taught CABB’s Certified Business Broker re-certification class.

Dida Goudreau is an M&A Associate with M&A Business Advisors in San Jose. She represents sellers of Manufacturing, Service and Technology companies throughout California. With over 18 years of diverse business experience, Dida leans on her analysis of industry knowledge and high emotional intelligence to optimize your experience and final agreement. She values strategy, efficiency and informed decision making. For a decade Dida ran her bookkeeping and consulting business, working with business owners to identify and implement a variety of Information Management Technology tools. This experience culminated in working with international contractors to build out a project management app with no code tools and automation for a service based company when the needed program did not yet exist. She leans on her creative problem solving skills and strategy to best serve her clients. Additionally, early in her career, Dida was a Jewelry Designer and worked closely with fashion creatives throughout the San Francisco Bay Area. More recently, she has enjoyed working with clients in interior design and decorative lighting. She knows the hard work and dedication it takes to build your brand and express your vision along with the value it can create. She will properly package your business for sale and take your brand into consideration during the valuation and growth vision of the business. Dida was drawn to M&A after spending several years working closely and confidentially with business owners, always considering opportunities to increase the business’ value and optimize their exit, whenever that time came. She understands that it takes time to prepare for an exit while also understanding the pace needed once a listing is in motion. Business Valuation Services, Reports provided include Calculation of Most Probable Selling Price, Management Only Value Report, and Standard Report suitable for litigation support, compliant with all major business appraisal standards including USPAP, AICPA, IRS Revenue Ruling 159-60 and others. Dida is licensed by the California DRE and is an active member of the California Association of Business Brokers, as well as the International Business Brokers Association. Please contact her for a complimentary consultation. She can be reached at (415) 318-6618 or dida@mabusinessadvisors.com.

Lala Darrah is a business advisor and M&A intermediary with over 20 years experience in the financial services industry. She has a deep understanding of business ownership, having founded and operated several businesses in the health and wellness field. She also has experience in investment banking and equity sales, and has worked for leading banks and brokerages in the City of London. Lala’s work experience combines financial and business skills with personal and sales skills. She is fluent in English and Russian, and has lived and worked on both the East and West Coasts of the United States, as well as in several European counties. This gives her a unique perspective on business ownership and the challenges faced by entrepreneurs. In addition to her M&A advisory services, Lala is also a licensed mortgage loan originator. She can provide financing for companies with regard to working capital, equipment, and real property. Lala has an active network of lenders who specialize in helping small to mid-size companies. Lala’s education includes a B.A. degree in applied mathematics and economics from Barnard College, Columbia University, and a degree in accounting and finance from the London School of Economics. She also studied Law at St Petersburg Law School in Russia. Lala is passionate about helping business owners achieve their goals. She is a skilled negotiator, crucial to helping owners sell their businesses for top dollar.

Jonathan Wilson is a dynamic, experienced leader in M&A and Strategy with over 23 years of experience in the management consulting industry, working directly for Accenture, Bank of America, Deloitte, Grant Thornton, and Dubb Value Creation leading both business and technology engagements. Some of Jonathan’s clients have included Deutsche Bank, E*TRADE, HSBC, Medtronic, Midaxo, ServiceMaster Brands, Simmons Bank, State Farm, TD Ameritrade, and Treehouse Foods. While Jonathan has participated in all stages of M&A for both buy-side and sell-side (M&A Strategy, Target Assessment, Buyer Assessment, Due Diligence, Integration), a true strength is his ability to lead with a people-first mindset while also managing deal dynamics, synergies, issues, and risks. Jonathan is an effective problem solver and connector, adept at defining strategy, managing M&A transactions, implementing strategic business growth initiatives, and leading during times of crisis and change. When Jonathan is not focused on inorganic growth for companies, he serves as President of UCLA Anderson Black Alumni, where he received his MBA. Additionally, he serves as the Chair of the Social Justice Task Force for the City of West Hollywood. LinkedIn: https://www.linkedin.com/in/jonathan-wilson-dubb-value

Ray is a seasoned business professional with over two decades of experience in the real estate industry. He graduated from San Diego State University in 2000 with a Bachelor’s Degree in Business Administration. Throughout his career, Ray has served as a trusted advisor to clients across a range of industries. As a licensed Broker, he has developed a deep understanding of market trends and has an unmatched ability to find the best opportunities for his clients. During his successful career, he has honed his skills in marketing, advertising, collaborating with professional advisors, negotiating, analyzing, and leading projects. Looking to expand his skill set and broaden his horizons, Ray has transitioned into the M & A field. He believes that his wealth of experience, combined with his strong business acumen, makes him uniquely qualified to service his clients. He is excited to bring his talents to bear in helping businesses navigate the complex world of M & A. As a Broker, Ray has developed a vast network of professional advisors, including lawyers, accountants, and financial analysts. He understands the importance of collaborating with these experts to ensure the smooth and successful completion of complex transactions. He is adept at negotiating deals, analyzing data, and leading projects, ensuring that all stakeholders are aligned and working towards a common goal.

Rob Hartman began living and working in the Bay Area in the mid-eighties. Initially, Rob worked for some of Silicon Valley’s largest firms in technical and management capacities. He then moved on to start his own consulting and money management firms. Since 2016, Rob has brought his energy and skills to the middle market M&A industry. Rob holds the coveted Certified M&A Advisor designation from Alliance of Merger & Acquisition Advisors, as well as having memberships in other national and regional organizations.

Dave has over ten years of experience creating and managing Strategic Partnerships for Intel. This involved sourcing and evaluating businesses to accelerate innovation to meet Intel’s advanced manufacturing needs. Leading an Integration team of attorneys, financial analysts, key decision-makers and technology experts requires high-level analytical skills in business structure modeling, technology analysis, deal management, and risk assessment. Dave has a proven track record of realizing multi-million-dollar transactions using the highest standards of security and confidentiality demonstrating his ability to manage mergers and acquisitions (M&A). Dave’s demonstrated skillset managing teams and negotiating large-scale transactions make him the ideal partner for business owners seeking to sell their businesses. His extensive experience facilitates the process of selling businesses maneuvering through the process with his team of skilled advisors.

For over 30 years, I have managed the purchase and sale of privately owned small and mid-sized companies. I have managed several hundred successful transactions, with primary emphasis on manufacturing, wholesale/distribution, and business-to-business service companies. Prior experience includes mergers and acquisitions, strategic and financial planning and analysis, turnarounds, and operations management in Fortune 500 companies. I also provide consulting services to M&A clients including business valuation, pre-sale preparation, strategic and financial planning and implementation, and organizational restructuring. Buyers include publicly and privately owned companies, private equity groups, family offices, and individuals.