Brian A. Wendler

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. Brian has participated as an instructor at national and state business broker conferences, and has trained and provided valuation, mergers & acquisitions, transaction and deal structuring advisory services on an on-going basis to over 1,000 business intermediaries, SBA lenders, and professionals represented by all fifty states. His experience extends across a wide variety of industries and company sizes including but not limited to manufacturing, wholesale, distribution, construction, hi-tech, retail, as well as in professional practices, financial services, and in hospital-based and stand alone medical practices and specialties. He has been involved in over 13,000 business valuations, and assisted in over 15,000 transactions. He is currently the Secretary/Treasurer for the Dallas Chapter of the Society of Financial Service Professionals (SFSP).