Education

• Oregon State University, Bachelor of Science in Business Administration/Marketing-1976

• Oregon State University, Bachelor of Science in Business Education - 1977

• Oregon State University, University of Oregon, Graduate business programs, 1979-80

• International Business Brokers Association - Leading organization in business broker industry. Certified Business Intermediary (CBI).
  • Analyzing and recasting Financial Statements
  • Pricing Small Businesses-Introduction (Market Approach)
  • Pricing Small Business-Advanced (Income Asset approaches)
  • Accounting for Business Brokerage
  • Legal Issues of Business Brokerage
  • Tax issues of Business Brokerage
  • Small Business Administration (SBA) & Financing Businesses
  • Business Brokers Practices
• Electives
• The Institute of Business Appraisers, Inc.(IBA) First professional organization in U.S. dedicated to business appraisal. Courses Attended;
• Essentials of Business Appraisal Part A & B
• Report writing and analysis

Work History

• Business Broker: Working with the hospitality industries, manufacturing, retail service and retail industries. Business valuations and creating marketing packages on business for sale

The Business Brokerage Process:

1. Prepare business listings to go to market. Review financial statements, create confidential business summaries which are designed to acquaint a perspective purchaser with preliminary information regarding client company for sale.
2. Search for potential buyers and educate them on clients company and selling process.
3. Navigating the sale by bringing buyers and sellers together and encouraging parties to make and consider offers, reviewing details of the sale and sign purchase and sales agreements.
4. Remove Contingencies.
5. Close the sale.

• Manufacturer representative. Interfacing and coordinating sales activities with marketing, sales, service, transportation and new product development. Creating budgets, sales projections and forecasts, and managing sales for a geographical area.

• Owner of three successful businesses.

• Business teacher in marketing and accounting at Community College and High School levels.

• Extensive food service, tavern, lounge and grocery operations and management experience.

Professional Affiliations and Organizations

• Licensed Real Estate Broker, Oregon

• Member of International Business Brokers Association, (IBBA). (Leading professional organization for Business Brokers)

• Member Institute Business Appraisers, (IBA)

• Member Food Service Consultants Society International

• Advisory Program Board Member, Lane Community College

• Twin Rivers Rotary, Springfield, Oregon

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