Greater Seattle Area
As a member of the IBA team, I pride myself on representing sellers who are looking for exit strategies for their business - helping them value their company accordingly, locate buyers, negotiate successful sales transactions, and implement a seamless transition to new ownership. IBA specializes in working with privately-held companies and family-owned businesses - and has completed 4300+ successful transactions to date in industry sectors that include manufacturing, distribution, service, retail, E-commerce, software, and technology infrastructure. With a background rooted in business ownership, consulting, and finance, I bring a wealth of experience to my role at IBA. Having successfully launched and managed a fitness franchise, I understand the complexities of business operations, from marketing and customer engagement to financial management and growth strategy. My hands-on experience in sourcing commercial leases, overseeing buildouts, and guiding teams to achieve key performance milestones equips me with the insight needed to navigate the sale or acquisition of a business effectively. Additionally, my years in real estate and mortgage finance have honed my skills in client relationship management, negotiation, financing and strategic planning—essential qualities for facilitating successful transactions. Whether helping clients position their business for maximum value or identifying the right buyer, my goal is to ensure a seamless and rewarding experience for all parties involved. At IBA, I am committed to leveraging this diverse expertise to deliver outstanding results in the dynamic world of mergers and acquisitions.
IBA has served the Pacific Northwest since 1975 and successfully closed over 4300 transactions in its history. IBA professionally facilitates the sale and purchase of privately held companies and family businesses, including associated real estate, if applicable. IBA represents its clients with market leading knowledge, experience, skill, and customer service employing best practices.
In the field of fitness entrepreneurship, I orchestrated the launch of a new gym for my client, navigating the complexity of commercial real estate to secure the ideal property. From the negotiation of the lease to the formation of the LLC, I crafted a comprehensive strategy that encompassed marketing and operational setup. As I oversaw the facility's buildout, I provided strategic coaching each week, designed best practices and steering my client to a remarkable breakeven point in under three months through relentless execution and tactical precision.
Successfully executed site selection and lease negotiations, overseeing every detail of the build-out process to deliver an operationally ready business. Developed and implemented a comprehensive operational and marketing plan, driving the business to profitability within just three months of opening. Built and managed a high-performing team of up to 12 employees, ensuring operational efficiency, strong team dynamics, and a customer-focused culture. This hands-on experience in launching and scaling a business provides me with a deep understanding of the challenges and opportunities business owners face. Additionally, I assisted in launching the AAFD chapter and was involved in the improvement of franchisor and franchisee relationship.
My extensive experience in mortgage advising has honed my skills in managing high-stakes transactions, understanding financial structures, and navigating compliance challenges. As a business acquisition and mergers broker, these skills seamlessly translate into valuing businesses, structuring deals, and negotiating with stakeholders to achieve successful outcomes. My client-first approach ensures that every transaction is handled with professionalism, precision, and integrity. Senior Mortgage Advisor Various Organizations | 2006–2018 -Managed and closed over $200M in residential mortgage volume, demonstrating proficiency in navigating regulatory frameworks and complex financial landscapes. -Built and nurtured high-value client relationships, utilizing consultative selling techniques to identify needs and deliver tailored solutions. -Led marketing and operational initiatives to drive business growth, including increasing purchase transactions by 30% at MBSI Mortgage and expanding local market share. -Developed and executed strategic plans for new branches, identifying growth opportunities and resolving operational inefficiencies. -Partnered with cross-functional teams to streamline workflows, enhance customer experiences, and improve profitability.
Marketing for Real Estate, Mortgage, Insurance professionals