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-When Experience Count$-
QUALIFICATIONS OF THE NBVS TEAM
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| NBVS
is a full service business valuation and deal-making firm providing
valuation and transaction advisory services. We provide custom valuation
and deal-making services to professional business brokers, lending
institutions, and professionals providing advice in law, accounting,
insurance, financial planning, stocks and bonds, gift and estate tax
planning, exit strategies for business owners, and other financial
services. All of our valuation professionals have advanced degrees,
such as CPAs and MBAs and we belong to some of the most prestigious
valuation and merger & acquisition associations in the Country,
such as the AICPA, Alliance of Merger & Acquisition Advisors, Institute
of Certified Business Counselors, and the American Society of Appraisers. |
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DESIGNATIONS
• Certified Public Accountant – Accredited in Business Valuations
• CM&A – Certified in Mergers & Acquisitions
• Certified Financial Planner©
• Master Certified Business Counselor
• Real Estate Broker
• General Securities and Municipal Bond Principal
• Board Certified Broker
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MEMBERSHIPS
• American Institute of Certified Public Accountants
• Alliance of M&A Advisors
• American Society of Appraisers, Candidate Member
• The Financial Planning Association
• The Institute of Certified Business Counselors
• Texas Association of Business Brokers
• Association for Corporate Growth
• Alliance for Corporate Wealth
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PRINCIPAL VALUATOR
Brian A. Wendler, CPAABV, CM&A, MBA, BCB, CFP, MCBC
With
over 22 years of professional experience in business valuation, mergers
and acquisitions, analysis
and structuring of traditional and
non-traditional private placement investments, Brian Wendler is a Certified
Public Accountant (CPA), and is Accredited in Business Valuation (ABV),
Certified Merger & Acquisitions, (CM&A), Certified Financial
Planner (CFP), Master Certified Business Counselor (MCBC - one of
only seven people to be honored with this designation by the Institute
of Certified Business Counselors), and
is a Board Certified Broker (BCB). He also holds General Securities,
Financial & Operations,
and Municipal Securities Principal licenses, as well as a Texas real
estate brokers license, and is a Candidate Member in the American Society
of Appraisers. for
complete bio click here
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TEAM MEMBER
- Rebecca Crowley
Rebecca Crowley is a Certified Public Accountant with twelve years
of accounting and consulting experience. She is registered in the State
of South Carolina and has been a member of the American Institute of
Certified Public Accountants since 1993. She was in public practice
for five years, including two years with KPMG in Botswana where she
worked primarily in audit and management consulting services. Ms. Crowley
also spent several years at private manufacturing firms where she performed
internal audit, reporting, budgeting and analysis functions. She has
been working as a senior business valuation analyst since 1999 and
has completed numerous valuation assignments for the following purposes:
buying and selling of businesses, gifting and estate tax planning,
built-in-gain - corporate restructurings, buy/sell agreements, and
SBA financings.
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TEAM MEMBER -
Barbara Turner
Barbara
Turner is a Valuation
Analyst with 14 years of accounting experience. She graduated from
The University of Texas
at Arlington in 1989 with a
B.B.A. in accounting. Ms. Turner is a Certified Public Accountant in
the State of Texas. She has spent several years at private manufacturing
firms where she performed reporting, budgeting and analysis functions.
Ms. Turner has also been a Corporate Controller where she performed
all audit functions and required SEC Filings.
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National Business Valuation Services Advisory Board
In
order to keep abreast of national trends in buying and selling businesses,
investments, and the capital markets, NBVS has created one of the
most notable advisory boards in America.
•Jackie Kimzey - Currently serves as a General Partner
of one of the Sevin Rosen Funds (Sevin Rosen was one of the early investors of
Compaq and Lotus). Jackie
has had nearly 20 years of experience as an executive at wireless carrier
and service provider companies. He was a co-founder and CEO of wireless
provider ProNet, during which time he was involved in more than 30
acquisitions.
•John
Rodda - Former Chief Financial Officer and Treasurer of
Republic Gypsum Co., a $200 Million NYSE company. John has over 40
years of senior management
experience in manufacturing; due diligence and SEC compliance; chairmanship
of acquisitions and investment committees, along with strategic planning.
•Roger
Murphy - Murphy Business & Financial Services, Inc.
Roger is one of the most successful business brokers in the country.
Based out of Tampa, Florida, he has built one of the largest business
broker operations in Florida, with over 50 licensed business brokers.
His firm is one of the charter members of the Business Brokers of
Florida and he has over 20 years experience in executive and financial
management.
•Bud Sandberg - Bud is one of the ole
"pros" of the business. He is President of Wals &
Associates, Ltd. in Minneapolis, Minnesota. His firm acts as business
intermediary. He recognizes that buying or selling a business is
a financial transaction of great significance and strives to provide
the highest level of professionalism, and confidentiality. He has
completed transactions anywhere it makes sense to do so.
•Craig
Keeland - President & Founder of Via Viente, Inc. and
Youngevity, Inc, a Dallas-based nutritional company started in 1991.
Investor, advisor to billionaires and presidents, Craig has keen
business insight and broad industry know-how.
•Mark
Richardson - JM Richardson is one of the most successful
business brokers in America. Mark has held the title and position
of Controller
and Chief Financial Officer for more than twenty firms, with annual
revenues ranging from $100,000 to $100 million. As a licensed California
Real Estate broker, Mark has facilitated numerous business acquisitions, valuations,
business opportunities, and lease negotiations.
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