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Kellie enjoys working with all types of businesses smoothly handling the business sales process including valuation, confidential and proactive marketing, vetting buyers, facilitating negotiations, and the intricacies of matching qualified buyers with quality business opportunities. She studied Business Management & Accounting. For fun, she is a life-long equestrian and sailor.

Kellie fully understands the importance of outstanding customer service and for that reason operates to high standards and integrity. Kellie has many years of experience in the Restaurant and Bar business managing both Front of House and Back of House operations. With the close proximity of the Silicon Valley, and the intrigue of the booming software business, she switched to Network Connectivity Software sales, Financial Software, Manufacturing RFID and the Semiconductor fields.

Kellie moved into the management of a construction company that also did projects of Real Estate Development of custom homes. She managed projects that started with the purchase of raw land and worked with the stringent County Building Departments. She handled all the administrative-accounting to the finished product including the hands-on selection of all the components for Interior Design and Landscape Design.

Kellie later moved to Paso Robles Wine Country and served as General Manager of a small boutique winery and then for a much larger winery working as Regional Sales Manager successfully building new relationships with Distribution. With her diverse background, she is comfortable working with various businesses of all sizes.

Phil is a great listener and problem solver. He is focused on using his 30+ years, broad based, hands on, experience and expertise to get you the best possible deal whether buying or selling your business. He is passionate about problem solving and getting the deal right. The devil is in the details!

A member of the California Association of Business Brokers, Phil will work with you to establish the true earnings of your business and then, using a comprehensive approach incorporating 4 different methodologies, determine a business valuation as well as provide an exit strategy for business owners in California.

Once we have agreed upon the value, I will market your business in the quickest most effective way for the highest value on the market.

Phil seeks to build and maintain long term mutually beneficial business relationships with the clients he serves. He will work with you to address issues and answer any questions you may have regarding the process of buying or selling a business. His unique multicultural perspective helps to smooth out the bumps in the road, to overcome the challenges inherent in buying or selling a business and to facilitate the successful conclusion of your transaction.

“On the Plains of Hesitation bleach the bones of countless millions, who, at the Dawn of Victory, sat down to wait, and waiting–died!”
— George W. Cecil

Phil’s published book

www.amazon.com/Phil-Wolfstein/

Contact Me

Selling or buying a business is a very complex process. I know, I have sold and bought several businesses in my entrepreneurial career. As you know, it is imperative to choose the right professionals when running your business.

The same is true when exiting or entering a business. IT IS OF UTMOST IMPORTANCE TO PROPERLY STRUCTURE THE BUSINESS SALE. To do this, takes planning, coordination and the implementation of business enhancing practices. Working with you, I determine the true earnings of your business. This allows me to value your business using the income, market (comparable sales), and asset approach.

Once we have agreed upon the value, I will market your business the right way for the quickest and highest value on the market. I am a Certified Business Brokers in California and a member of CABB. I offer a free business valuation and exit strategy for business owners in California.

Having sold 100s of different businesses in my career, it has given me the knowledge and skills to put them to work for you. And the most important quality you should look for in a business broker is problem solving. I excel at solving problems and getting the deal to close. I would like to take this opportunity to invite you to contact me and speak with me at any time to address issues regarding the process of selling or buying a business.

Awards

Sara is a dynamic business broker with a diverse background in mechanical engineering and an MBA. Her unique blend of hands-on entrepreneurial experience and financial expertise enables her to offer unparalleled guidance in selling businesses across a wide range of sectors. Her areas of practice include:

Manufacturing: Leveraging her mechanical engineering background, Sara provides specialized insight into the sale of manufacturing businesses.
3PL, Logistics & Distribution: With a keen understanding of supply chain dynamics, she adeptly handles transactions in logistics and distribution.
B2B Services: Sara’s expertise extends to facilitating the sale of businesses in various B2B service industries, ensuring a smooth and beneficial transition.
Contractors (HVAC, Piping, etc): Her experience includes working with contracting businesses, offering targeted advice to those in specialized trades.
Financial Services (Accounting & Tax, Insurance, Bookkeeping, etc): Sara’s financial proficiency is a tremendous asset in the sale of businesses in the financial services sector.

Recognized with honors such as the Deal Maker Award and Chairman Awards from IBBA, and holding both CBB and CBI certifications, Sara is a credible and passionate professional committed to your success. If you’re contemplating selling your business, whether in manufacturing, logistics, B2B services, contracting, or financial services, Sara invites you to schedule a time on her calendar to discuss your goals and explore the optimal avenues for your sale.

Link to Sara’s calendar: Sara’s Calendar: https://calendly.com/saravaziri/introduction-call

Industries:
1- Manufacturing
2- 3PL, Logistics & Distribution
3- B2B Services
4- Contractors (HVAC, Piping, etc)
5- Financial Services (Accounting & Tax, Insurance, Bookkeeping, etc)