We work for outcomes, not transactions.
Current Owners and Aspiring Owners come to us for the same reason — they want someone who's prepared them, not just processed them.
Why Work With Us
Experience
We've been on both sides of the table — we know what the other party is thinking.
The Full Arc
Planning and exit are two different disciplines. Most advisors only practice one.
The Focused Few
We deliberately take limited engagements. Our focus is your outcome — not the next client.
Credentials
Ken Lee
Principal Consultant
Licensing
California DRE Broker's License (#01391125)
Michigan Broker's License (#6502426730)
Professional Certifications & Affiliations
California Association of Business Brokers (CABB), Member
International Business Brokers Association (IBBA), Member
Certified Business Intermediary (CBI) *
* A credential earned through experience, production, coursework, and a rigorous exam — held by only a small fraction of brokers nationwide..
Foundational Training & Education
Certified Exit Planning Advisor (CEPA®) Training, Exit Planning Institute
Certified Value Growth Advisor (CVGA®) Training, Corporate Value Metrics
The Value Builder System™ Training, Built to Sell, Inc.
MBA, Carnegie Mellon University