I have founded, mentored, managed and sold businesses through the years. I started my business brokerage career in 2012 working for two major business broker franchises and founded AEGIS Business Advisors in January of 2014.
I am a member of the IBBA-International Business Brokers Association where I have been certified as a CBI Certified Business Intermediary. Certs: Analyzing & Recasting Financial Statements, Pricing Businesses to Sell, Tax Returns, Due Diligence, Managing Closings & Ownership Turnovers.
I also hold an ABI Accredited Business Intermediary and SVA Senior Valuation Analyst.
When working with business buyers and their lenders, I prepare business plans and cash flow projection for SBA and Commercial Loans that comply with SBA requirements.
My volunteer work includes serving as an SBA/SCORE Certified Mentor where I helped people start and fix businesses.