Our precision focused team for selling a business | Exit Your Way ®
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THE TEAM

Our team members have different business experience and unique skill sets which help you grow and exit the way you want.  This “partnership” is not a “pay to play” or “employee/employer” relationship.  Getting onto this team is earned by producing results for clients! Meet our precision focused team for selling a business.

Andrew Cross

Andrew Cross, CBI, CM&AA

Business sales, value improvement, business strategy

Damon Pistulka

Damon Pistulka, CMSH

Business management, value improvement, and business sales

Jeanette Roatch

Jeanette Roatch, CPA, CGMA

Financial review, quality of earnings, accounting procedure advisory

Dale Richards

Dale Richards, CVA

Business valuation and value optimization, business value coaching

Jessica Norris

Jessica J. Norris, CPA, CFE, CVA

Financial review, valuation services, accounting procedure advisory

Brad Smith

Brad Smith

Business growth coaching, Sales strategy development and implementation.

Bill Sablan

Bill Sablan, CPA

Accounting and CFO services, hands on accounting resources

Jeffry Graham

Jeffry Graham

Business growth, sales advisory sales acceleration

Jason Totedo

Jason Totedo, CFA, CIPM

Wealth & investment management, tax planning

Marty Vondrell

Marty Vondrell, PCC, 

Executive & leadership team development, leadership performance improvement

Reuben Ortega

Reuben J. Ortega

Corporate legal advisory, merger and acquisition legal advisory

LaNae Moss

LaNae Moss

Sales, sales strategy development, interim sales & business development

Bryan Rush

Bryan Rush, CPA, MS Tax

Tax advisory & planning, business financial advisory, CFO Services

Jacob Warren

Jacob Warren

IT support services, data security, IT infrastructure

Schedule a Time to Talk