OUR TEAM
FOUNDER & LEAD NEGOTIATOR
Seasoned business acquisition specialist with 40+ years of expertise in middle-market transactions ($1M–$25M range). Proven track record negotiating complex purchase agreements, managing seller transitions, and closing high-value deals in manufacturing, retail, restaurant, service, and distribution sectors. Founder of CEO Advisory Group and Ai-Business Broker Inc. a M&A advisory firm serving rural and underserved markets across US and Canada.
MARKETING SPECIALIST
Strategic marketing professional with 12+ years of experience building brands and driving customer acquisition in B2B and digital product spaces. Expert in content marketing, funnel optimization, and lead generation for professional services and SaaS platforms. Specializes in educating first-time entrepreneurs and positioning complex services in accessible, compelling ways.
LEGAL COUNSEL & CONTRACT SPECIALIST
Experienced corporate attorney with 15+ years of expertise in M&A transactions, contract drafting, and business law in the Us and Canadian market. Specializes in acquisition agreements, seller financing structures, and liability management for business sales. Provides strategic counsel to buyers and sellers navigating complex regulatory and contractual requirements. Known for practical advice that balances risk protection with deal completion.
VALUATOR & FINANCIAL ANALYST
Certified business valuation expert with 18+ years of experience appraising small to mid-market businesses ($500K–$25M valuation range). Specializes in comprehensive valuation analysis, financial statement review, and helping business owners understand true enterprise value. Combines deep financial analysis with understanding of industry-specific market conditions and buyer perspective. Trusted advisor to buyers, sellers, lenders, and advisors across manufacturing, retail, restaurant, service, and distribution sectors