Qualifications In Business Valuation

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Jack R. Sanders, CBA, CBI, CMEA, CVA, Founder

In 1986, Mr. Sanders formed Asset Business Appraisal to help small business owners (under $50 million revenue) in determining the true market value of their businesses. He has appraised a wide variety of types of businesses and has given expert witness testimony many times. He has been an active full-time business intermediary since 1985. He has personally handled over 130 business transfers and has appraised over 1,450 businesses. His focus has been on manufacturing, wholesale/distribution and business to business service businesses. Prior to entering the business intermediary profession, Mr. Sanders was President and Chief Executive Officer of the PACIFIC ENGINEERS’ Companies, an engineering firm whose operations had over 250 employees in four subsidiaries and covered seven states, primarily providing engineered facilities to local and federal governmental agencies.

Photography by Dennis Trantham at Westside Studio

JACK R. SANDERS, CBA, CBI, CMEA, CVA
Certified Business Appraiser
Certified Business Intermediary
Certified Machinery & Equipment Appraiser
Certified Valuation Analyst

Certifications and credentials

  • Certified Business Appraiser, IBA
  • Certified Business Intermediary, IBBA
  • Certified Machinery & Equipment Appraiser
  • California State Real Estate Broker #00846590
  • Member of the Association for Corporate Growth
  • Member Institute of Business Appraisers
  • Member of the International Business Brokers Association
  • President, Corporate M&A Advisors, Inc.
  • President, MidMarket Corporate Services
  • President, Pacific Services, Inc.
  • Director, Spectrum Corporate Resources
  • Owner, Asset Business Appraisal/Enterprise Appraiser

DEGREES
Master of Business Administration in Real Estate, National University, San Diego
Bachelor of Business Administration, National University
Certified in Business Administration, San Diego State

 

Training and experience in business valuation and related fields

1998 to Present

Spectrum Corporate Resources, Managing Director, Newport Beach and San Diego, California

Specializes in helping business owners to realize more value from their enterprises through a number of sophisticated techniques, including but not limited to, marketing documents, appraisal, structure sales, etc. Once officially on the market, makes use of several strategic methods to locate suitable buyers, supervises negotiations between buyers and sellers, and finally oversees administrative details necessary to finalize transactions.

1986 to Present

Asset Business Appraisal (Enterprise Appraisal)

Performs business valuations (intangible asset appraisal) for marriage and partnership dissolutions, minority stockholders interests, estate planning, acquisition analysis, litigation, etc. Have performed to date 146 appraisals totaling over $121 million in appraised value. Also developed BIZCOMPS®, a copyrighted annual study of over 11,484 small business sales. In 2009, became certified to do Machine & Equipment Appraisals.
www.bizcomps.com

1985 to 1998

Page Olson Commercial & Business Brokerage
San Diego, California
Broker Associate

Served as intermediary between buyers and sellers. Developed personal marketing plan to solicit business owners considering the sale of their businesses. Plan included database development, the development of brochures, direct mail, cold calling, personal contact, etc. Also developed a computerized business valuation program using eight different methods of valuation. The campaign resulted in listing over 325 businesses, totaling over $105 million, ranging in value from $65,000 to $4.5 million. Evaluated over 900 business of various types from retail to light manufacturing. As of December 1998, 65 business transfers totaling $17 million had been completed.

1964 to 1985
Managed General Engineering Construction Company with contracts in six Western States and affiliated operations in San Diego. Estimated and managed projects, trained and reviewed employees, served as liaison with accountants, lawyers, bank officials, bonding companies, etc.

 

Recent education and conferences attended

11/8/15 2015 Forensic and Valuation Conference
(3 Days) AICPA Business Valuation – Las Vegas, Nevada

10/19/15 ASA Advances Business Valuation Conference
(3 Days) American Society of Appraisers – Las Vegas, Nevada

9/11/15 Business Valuation Conference
Presenter. Arizona Society of CPAs – Phoenix, Arizona

7/14/15 Transaction Databases: Drilling Down
Presenter. Webinar by Business Valuation Resources, LLC

6/24/15 2015 Annual Business Valuation Conference
(3 Days) National Association of Certified Analysts – New Orleans

5/15/15 M&A Source Annual Conference
(3 Days) Atlantic City, New Jersey

4/23/15 CABB Annual Conference
(2 Days) San Jose, California

11/9/15 2014 Forensic and Valuation Conference
(3 Days) AICPA – New Orleans, Louisiana

8/14/14 How to Use Small Business Transaction Statistics
Presenter. CALCPA Forensic Services

6/17/14 2014 NACVA Annual Consultants Conference
(3 Days) The Market Approach, Discounts & Premiums, Conclusions

6/4/14 2014 IBBA Spring Conference – Las Vegas, Nevada
(1 Day) Solving Key Issues in M&A Representations

4/5/14 2014 CABB Annual Productivity Conference
Presenter: How to influence Buyers and Sellers with Market Data

11/16/13 2013 New England Business Brokers Assn – Boston, Massachusetts
(2 Days) Presenter: How to Influence Buyers & Sellers with Market Data

11/10/13 2013 Forensic and Valuation Conference
(3 Days) AICPA – Las Vegas, Nevada

10/23/13 NEBB TeleConference for Board Certified Appraisers
(3 Hrs) Presenter: How to Influence Buyers & Sellers with Market Data

6/12/13 IBBA Spring Conference
Presenter: How to Influence Buyers & Sellers with Market Data

6/10/13 M&A Source/IBBA Spring Conference
(2 Days) Anaheim, California

6/5/13 NACVA 2013 Annual Consultants Conference
(3 Days) Washington, DC

5/8/13 AICPA Family Law Conference
(2 Days) Las Vegas, Nevada

11/12/12 2012 Annual Business Valuation Conference
(3 Days) AICPA – Orlando, Florida

10/7/12 American Society of Appraisers – Phoenix, Arizona
(2 Days) 2012 Annual Advanced Business Valuation Conference

9/11/12 Association for Corporate Growth – Los Angeles
(2 Days) Annual Business Conference

9/9/12 Murphy Business 2012 – Educational Conference
(1 Day) Presenter: How to Influence Buyers & Sellers with Market Data

7/10/12 2012 Summer Conference – The Deals of Tomorrow
(2 Days) AM&AA – Chicago, Illinois

6/18/12 2012 National Valuation Conference
(3 Days) NACVA/IBA – Dallas, Texas

6/4/12 2012 M&A SOURCE Conference
(3 Days) San Antonio, Texas

6/10/12 Broker/Dealer Annual Conference
(2 days) McLean Securities, LLC – McLean, Virginia

3/5/12 STC Series 7 Live Training
(4 Days) Securities Training Corp – Costa Mesa, California

11/14/11 2012 Annual Fall Conference
(4 days) IBBA – Phoenix, Arizona

11/6/11 2012 Annual Business Valuation Conference
(3 Days) AICPA – Las Vegas, Nevada

7/7/11 FINRA Series 79 Training
(4 Days) Knopman – New York, New York

6/9/11 2011 Annual Spring Conference
(4 Days) New Orleans, LA

6/8/11 2011 National Valuation Conference
(3 Days) NACVA/IBA – San Diego, California

11/7/10 Business Valuation Conference
(3 Days) AICAP – Washington, DC

2/8/10 CM&AA Credentialing Program
(3 Days) NACVA/IBA – Miami, FL

1/12/10 AMAA Winter Conference
(3 Days) AMAA – Las Vegas, Nevada

11/17/09 AICPA National Valuation Conference
(2 Days) San Francisco, California

11/09/09 Machinery & Equipment Appraisal Training Program
(2 Days) NEBB Institute – Wichita, Kansas

9/23/09 NEBB Institute – Minneapolis, Minnesota
(3 Days) Presenter: How to Use Market Data to Appraise Businesses

5/28/09 2009 National Valuation Conference
(3 Days) NACVA/IBA – Boston, Massachusetts

3/18/09 Institute of Business Appraisers – Los Angeles, California
(2 Days) Report Writing, Review and Analysis

9/18/08 Summit on Discount for Lack of Marketability
(1 Day) University of San Diego School of Law

6/8/08 National Association of Certified Valuation Analysts – Las Vegas, Nevada
(1 Day) Presenter: ”Use and Mis-Use of Business Sale Statistics”

6/4/08 Intl Business Brokers Association – Denver, Colorado
(4 Days) 2008 M&A Source Spring Conference

6/3/08 Intl Business Brokers Association – Denver, Colorado
(1 Day) The Balance Sheet – A Powerful Closing Tool

11/13/07 Intl Business Brokers Association – Frisco, Texas
(4 Days) 2007 M&A SOURCE Fall Conference

6/20/07 Inst of Business Appraisers – Denver, Colorado
(3 Days) 2007 National Business Appraisal Symposium

6/22/07 Inst of Business Appraisers – Denver, Colorado
(1 Day) Presenter: “Use and Mis-Use of Business Sale Statistics”

6/7/07 National Association of Certified Valuation Analysts – Washington, DC
(1 Day) Presenter: ”Use and Mis-Use of Business Sale Statistics”

11/6/06 Intl Business Brokers Association – Reno, Nevada
(4 Days) 2006 M&A Source Fall Conference

10/18/06 American Society of Appraisers/CICBV – Toronto, Ontario
(3 Days) 2006 ASA/CICBV Joint Conference on Business Valuation

6/5/06 Intl Business Brokers Association – Harford, Connecticut
(4 Days) 2006 M&A Source Spring Conference

5/31/06 National Association of Certified Valuation Analysts – San Francisco, California
(1 Day) Presenter: ”Use and Mis-Use of Business Sale Statistics”


 

Maria Caudle, BCA, CBI, CVA

Maria Caudle specialized in licensed expert opinions as it relates to the valuation of businesses on behalf of clients throughout the United States and within closely held businesses. An appraisal by Maria Caudle, an objective appraisal by a Certified independent specialist. I perform business valuations to help you determine the Fair Market Value of your business to achieve a favorable selling price in the market.

Maria Caudle, BCA, CBI
Certifications and credentials
Recent education and conferences attended
Other interests and qualifications

Certifications and credentials

  • BRE CA Broker License BRE #01839735
  • BRE NV Real Estate Agent BRE #167384
  • BRE NV Business Broker Permit #6836
  • Certified Business Intermediary – International Business Brokers Association
  • California Association of Business Brokers member since 2007
  • International Business Broker Association member since 2010
  • M&A Source member since 2010
  • NACVA member since 2014
  • NACVA currently candidate for CVA – Certified Valuation Analyst
  • ISBA CBA Certified Business Appraiser March 4, 2016.
  • Acme Business Valuations Broker / Owner
  • Eureka Biz Services Broker / Owner

DEGREES
Master of Business Administration in Real Estate, National University, San Diego
Bachelor of Business Administration, National University
Certified in Business Administration, San Diego State

Recent education and conferences attended

ISBA International Society of Business Appraisers, Phoenix, AZ 2014

NACVA CTI Business Valuations: Fundamentals, Techniques & Theory, Salt Lake City, UT

LIMA Licensing Anatomy of a License Agreement, Las Vegas, NV 2013

University
Karass Effective Negotiating, Anaheim, CA 2013

IBBA University Understanding Tax Returns, Phoenix, AZ 2012

IBBA University Power of Networking, San Antonio, TX 2012

IBBA University Legal Perspective to the Merger & Acquisition Process, Phoenix, AZ 2012

IBBA University Legal Aspects of Business Brokerage, Orlando, Fl 2012

IBBA University Managing the Due Diligence Process, Reno, NV 2012

Key Realty School Excess Earnings Method for Business Broker, Nevada Permit 2012

IBBA University How to Price a Business for Sale, Frisco, TX 2011

IBBA University Introduction to Pricing Small Businesses, San Antonio, TX 2011

IBBA University Analyzing and Recasting Financial Statements, Las Vegas, NV 2010

AICPA Case Study Divorce Settlements, Las Vegas, NV, June 5-8, 2013

AICPA Healthcare Transactions and Regulatory Traps, Washington D.C., November 18, 2011

AICPA Healthcare Reform, Washington D.C., November 18, 2011

AICPA Divorce Vs Wealth, Las Vegas, NV, June 5-8, 2013

AICPA Supporting Family Law, Las Vegas, NV, June 5-8, 2013

AICPA Litigation Report Writing Clinic, Las Vegas, NV, June 5-8, 2013

AICPA Financial Disclosure: The Devil Is in the Details, April 24, 2014

AICPA The Classification and Valuation of Shareholder Loans Asset & Liability, April 24, 2013

AICPA The Great Debate: The Future of Marketability Discounts with Fannon, Hitchner and Mercer, Las Vegas, NV, April 24, 2013

AICPA Athletes and Celebrities: Does Fame Equal Fortune? Las Vegas, NV, April 24, 2014

AICPA The Five Really BIG Valuation Issues, Las Vegas, NV, April 25, 2014

AICPA What Every Testifying Accountant Needs to Know About Working with Lawyers and Their Clients to Win the Case, Las Vegas, NV, April 25, 2014

AICPA Intellectual Property: Identification, Classification/Characterization, Valuation & Distribution, Las Vegas, NV, April 25, 2014

ASA Market–Derived Patent Data: What Data is Important and How Does It Impact Value? Toronto, Canada, October 28, 2014

ASA Cost of Capital in general from various courts, Canadian Tax Courts and United States Tax Courts, Toronto, Canada, October 27, 2014

AICPA Detecting and Avoiding Mistakes in Valuation, Las Vegas, NV, April 25, 2014

IBBA Selling New & Existing Franchised Businesses, Las Vegas, NV, June 5, 2014

ASA FASB Fair Value Update, Toronto, Canada, October 27, 2014

ASA Difference Between Transfer Pricing and Valuation, Toronto, Canada, October 28, 2014

1998-2002 Orange Coast College, Costa Mesa, CA, Business Administration

1996 Nash Investment Training, Intrepid Securities, Series 7

1994 – 1995 Baraban Securities, Brentwood, CA, Series 7

Other Interests and qualifications

Interests & Activities
Public Speaking, Radio Broadcasting, Financial, Business & Wall Street, Real Estate News
Hobbies
Boating, Film & Photography, Sewing, Scrapbook, Traveling, Cooking
Computer Skills
Microsoft Word, Bloomberg, Quotron, 10-Key, Excel, Social Media
Licenses & Certificates
CBI, BRE Real Estate Broker California & Nevada
CVA (Candidate) from NACVA
BCA Business Certified Appraiser
Patents and Publications
Soda & Soup Can Tab Opener
iPhone/Smart phone cover with soda/soup can snap opener
USPTO Design Awards & Utility Patents, Copyrights Pending
China, Taiwan, India Design Patent Awards
Languages
English, Filipino, Spanish