Business Team Broker Bio

Greg Carpenter


Professional Affiliations:

When you are selling or buying a business, having a seasoned, professional broker can help you complete the transaction, finding the best match for you, providing valuable advice, solving problems and taking leadership to keep the process on schedule. Greg has 30 years of brokerage experience, continuing education and professional credentials to represent you at the highest level of service. If you are considering selling your business, you want to be sure that your broker has the seasoned judgement, knowledge and skills that can only be developed by successfully completing hundreds of transactions. Your M&A Intermediary is the key advisor to lead the project in coordination with your transaction team: a CPA, a transaction attorney and your management team. If your business is not ready to go to market bacause of issues that need to be resolved or because market value does not meet your needs, then the M&A Intermediary can bring in specialist advisors to fix those problems or to build value. These advisors may include a CPA specializing in preparing the financials for the due diligence process prior to acceptance of an offer, a tax attorney or CPA, a transaction attorney, a financial planner, a wealth manager, an insurance broker, a human resources attorney or consultant, an interim CFO or CEO, a commercial real estate broker and other specialists to fix problems and enhance performance in your business. Of course, if you have the perfect business now, only the transaction team is required. Greg has completed over 350 business sales and holds these credentials: Certified Business Intermediary (CBI - International Business Brokers Association), Merger & Acquisition Master Intermediary (M&AMI from the M&A Source), Certified Merger & Acquisition Professional (CM&AP - Kennesaw State University, Cole's College of Business). In 2017 the M&A Source awarded Greg its highest honor: Fellow of the M&A Source. Greg has done hundreds of business appraisals. He is an expert witness in business valuation and industry standard of care. Greg serves as a fee arbitrator for the Santa Clara County Bar Association. Greg's focus is established businesses with enterprise values from $1 million to $50 million. Emphasis is on manufacturing, distribution and service businesses. Greg has sold a range of businesses in each category and has resources to evaluate and market your business effectively. Please ask Greg about selling for a price substantially higher than Fair Market Value. Please contact Greg for a complimentary valuation and marketability opinion.