Contact Broker
Broker Biography
Introduction
I am a Certified Business Intermediary (CBI), Certified Main Street Business Broker, Certified Exit Planning Advisor, Certified Financial Planner, member of the International Business Brokers Association (IBBA), New England Business Brokers Association (NEBBA), a Real Estate Broker licensed in MA & RI, and an Insurance Broker.
Specialties: Business Brokerage | M&A | Exit Planning | Retirement planning | Business Life Insurance | Franchising
Services Provided
I provide discreet and confidential Business Brokerage services and Exit Planning services; including representation, consultation, advice, education, and deal preparation services for both “Main Street” type businesses and lower middle-market M&A transactions - typically Companies generating $1,000,000 to $50 million in sales revenues.
Business owners usually have only one chance to sell their businesses, and it is important to choose a firm that can protect their interests while at the same time exposing their Company to as many qualified buyers as possible in a discreet and confidential way.
- Brokers Opinion of Value
- Business Marketing Plan and Advertising Campaign
- Confidential Offering Memorandum
- Quarterback and co-ordinate the legal, accounting, and banking resources necessary to complete the transaction.
Exit Planning is a dynamic strategy which allows an owner to be ready for an exit on his or her terms. There is no best time to exit your business; but, there is a worst time – when you are not prepared and you need to exit. Too many owners exit their business when they have to because of external factors like their health, the economy, or other unforeseen circumstances.
Areas Served
Licensed In
- California — License number 01869984
Professional Affiliations
Certified Business Intermediary (CBI) |
Certified Exit Planning Advisor (CEPA) |
Certified Main Street Business Broker (CMSBB) |
Certified Financial Flanner (CFP) |
Member of:
International Business Brokers Association |
New England Business Brokers Association |
Exit Planning Institute |
Business Enterprise Institute |
North Central Massachusetts Chamber of Commerce |
National Association of Certified Valuators and Appraisers |
Business For Sale Listings
Cash Flow: $164,863
Englewood, CO Boutique Destination Used Car Dealership Used Car Dealership
Our client is a small independent used car dealership located in the South Denver Metro Area, Colorado, that has built a reputation for integrity, transparency, and reliability in a market where buyers have come to expect the opposite. The Company sources only the kinds of cars its owners would put their own family in, fully reconditions and details every vehicle, and operates on a streamlined, low-pressure sales process. Customers are typically driving away in their new vehicle in under two hours from when they walk in the door. The result is a steady stream of five-star reviews, return customers, and word-of-mouth referrals that anchor the Company's growth.The Company operates a Less
Cash Flow: $204,740
Miami, FL Solid Net South Florida HVAC Service Company for Sale HVAC Service Company
The Company is a long-established South Florida HVAC services provider offering installation, maintenance, and repair solutions for residential and commercial customers. Operating under full state licensing with certified technicians, it has built a stable, referral-driven customer base with strong retention and recurring service demand. Revenue is primarily generated from maintenance and replacement work, supported by installations, creating a resilient and balanced income stream in a year-round demand environment. The business runs with a lean structure and an experienced team, ensuring efficient operations and steady cash flow.NDA is required to receive a comprehensive Confidential Less
Cash Flow: $898,229
Boston, MA High Profit Construction Cost Estimating Consulting Firm Cost Estimating Consulting
The Company is a well-established construction cost estimating consultancy providing in-depth estimating services across civil, structural, architectural, mechanical, and electrical disciplines. The firm supports project teams from early concept and schematic design phases through construction documentation, delivering accurate cost projections that help guide budgeting and design decisions.The Company primarily serves architects, engineers, and owner project managers, supporting institutional and public-sector projects including schools, municipal facilities, and public housing developments. Through long-standing client relationships and repeat engagements (95%), the business has built a Less
Cash Flow: $246,857
Saint Paul, MN Powerful, High-Efficiency SMS Revenue Engine SMS Revenue Engine
This high-performance, self-service SMS marketing platform enables customers to send premium, carrier-compliant marketing text messages at a low cost. The platform supports the customer lifecycle end-to-end, including trial onboarding, carrier review support, phone number selection, and a web-based dashboard for message sending and account management.While the concept is simple, the technical infrastructure is complex. Acquiring this platform eliminates significant barriers to entry, including capital, development time, and regulatory hurdles (and the associated understanding) that would otherwise be required to build from the ground up.Billing is automated and recurring through monthly and Less
Cash Flow: $43,990
Montgomery, TX Creative Custom Boat RV Auto Upholstery Business for Sale Auto Upholstery Business Financing available
The company offers a variety of upholstery services, specializing in custom work for boats, motorcycles, vehicles, and RVs. They focus on providing high-quality, durable, and visually appealing upholstery for clients looking to upgrade or repair their seats, covers, carpets, and other upholstery. Over 16 years of experience, the company serves customers in Montgomery, Texas, and surrounding areas.The company’s primary target market consists of individuals and businesses that own or use boats, motorcycles, vehicles, and RVs. The target audience can be divided into several segments: Boat Owners: Typically, recreational boat owners or those in Less
Cash Flow: $11,000,000
Spring, TX Complete Construction and Construction Equip Solutions Construction Equip Solutions Financing available
Entity 1, based in Texas, specializes in earth-moving and heavy equipment rentals for projects of all sizes. It offers a diverse range of equipment, including GPS-equipped dozers, excavators, and loaders, with flexible rental terms and competitive rates. Its extensive inventory ensures clients have the tools required for efficient and timely project completion.Entity 2 is a family-owned site construction company based in Texas, recognized for its quality, integrity, and client- focused services. With nearly 50 years of experience, it provides a comprehensive range of turnkey solutions, including earthworks, utilities, and concrete services, Less
Cash Flow: $389,370
Spring, TX Large Asset Base Excavation Services Company for Sale Services Company for Sale Financing available
The Company specializes in providing professional excavation services, utilizing advanced equipment to ensure reliable and efficient results. Its offerings include lot clearing, grading, trench digging, drainage repairs, demolition, snow removal, and site preparation for residential and commercial projects. The Company supports homeowners, contractors, and businesses with comprehensive solutions, including consultations, safety inspections, and pre-excavation planning. Its commitment to quality workmanship, seamless communication, and client satisfaction makes it a trusted partner for projects ranging from basic site preparation to complex Less
Cash Flow: $468,000
Houston, TX Texas Healthcare Software Solutions Company for Sale Solutions Company for Sale
The Company provides a leading suite of software and service solutions to support healthcare providers. Products and services included are Patient Assistance Program for Prescription Drugs Software (PAP), “onshore” based Medical Billing, Credentialing, Collections and Denial Management Services, Electronic Medical Records (EMR) Software, Proprietary Claim Adjudication Software. The trademark, patentable, and proprietary software is designed to increase revenues for the healthcare providers while improving the quality of care for patients. The suite of software products and services are being used by both for-profit and non-profit healthcare providers, as well as private and government Less



