Phil Holt

Introduction

Phil Holt, MBA, CBI, CBB, CMMBI, Principal Broker, DRE #01731143, has over 40 years in selling, buying, owning and operating small and mid-sized businesses, working variously as broker, proprietor, manager, consultant and investor. In addition to business brokerage, he has direct operational experience extending through commercial real estate development and brokerage, home building, marine and infrastructure construction, commercial fishing, deep sea diving, metals manufacturing, wireless communications, warehousing and distribution, food service, as well as non-profit social services.

His breadth of experience, across the country and worldwide, both strategic and hands-on, in operations and finance, has given him a keen perspective on the challenges and opportunities presented to small and mid-sized businesses and the issues faced by their owners in seeking to convert the equity in their companies into cash and other investments. He is particularly skilled in developing innovative and cost-effective solutions to problems arising in business sale and financing transactions.

He holds a Certified Middle Market Business Intermediary (CMMBI) designation and, as a member of the International Business Brokers Association, earned a Certified Business Intermediary (CBI) designation, as well as a Certified Business Broker (CBB) designation from the California Association of Business Brokers. He received his MBA degree from San Francisco State University and his undergraduate degree from the University of Alaska.

Phil has been honored for exceptional community service with awards for his extensive work with such organizations as the American Red Cross, Habitat for Humanity, the Alameda Food Bank and The San Francisco Foundation. He has also served for many years as a board member and officer of the local Chamber of Commerce and other business associations.

Previously, Phil served as a US Navy SEAL and as a member of the Apollo Space Capsule Recovery Unit. He is an active member of the Bay Area chapter of the SEAL Team Association. He lives with his wife in Alameda, CA and enjoys flying, scuba diving and long-distance bicycle touring.