J. Mark Richardson, CM&AA, CVA, BCA, MCMEA, CMA, CBB, CSBA, MBA

J. Mark Richardson has extensive experience in appraisal, business valuation and sales, financial consulting, mergers, acquisitions and raising capital for growing businesses. He works directly and confidentially with business owners by helping them value their businesses, appraise assets and successfully conclude the sale of their companies.

After several years as a CFO for a large company, Richardson leveraged on his experience and skills by starting his own business. He knew he could help other business owners receive the maximum value for their company because this is the unique skill he provided in the corporate world – for business owners. Today, Richardson provides his clients with the financial and marketing expertise that they expect when selling their business, maintaining the highest level of professionalism and confidentiality. His clients discover that they can rely on someone who has the experience of selling a company, and that it is not necessary to take on this challenge alone.

Richardson and his firm is experienced having held the title and position of Controller and Chief Financial Officer for more than twenty firms, with annual revenues ranging from $100M to $100MM. With an emphasis on business valuation, acquisitions and business sales, and tangible asset appraisal, Richardson provides these services to business-minded people, including manufacturers, wholesalers retail distributors, real estate and financial services firms, importers/exporters, trucking companies, printing, hardware, food processing, and telecommunications companies. Clients appreciate the transportability of knowledge and skills across this diversified base of experience, and never feel like they are part of a "template" solution.

Richardson conducts appraisal and business valuation seminars, and teaches college-level courses. He is a professional facilitator and privately consults with corporate management teams looking to expand their companies through acquisition. He remains current on new business valuation and appraisal methods, management philosophies and tax issues by being an active member of the Alliance of Mergers and Acquisition Advisors, the National Association of Certified Valuators and Analysts, and The Association for Corporate Growth. Richardson supports his trade associations through speaking engagements, seminars and peer reviews.

Mr. Richardson holds the prestigious Certified Valuation Analyst designation and performs business valuation advisory services for banks, CPA's attorneys and business owners. He is a Master Certified Machinery and Equipment Appraiser, an award earned by less than 5% of NEBB Institute's certified M&E appraisers.

A graduate with a finance degree from the University of Notre Dame (1972), Richardson earned his MBA in accounting from the California State University, and went on to obtain his Certified Management Accounting credential (CMA) in 1982. In 1987, Richardson obtained certification in Personal Financial Planning from the University of California. In 2005, the Alliance of Merger and Acquisition Advisors awarded Richardson the prestigious designation "Certified Merger and Acquisition Advisor."

As a licensed California Real Estate broker, Richardson facilitated numerous business acquisitions, valuations, business opportunities, and lease negotiations. His company has been affiliated with Broker's Network Group and he is a past member of the Affiliate Advisory Council for The Business Brokers Network, the nation's largest independent association of business transfer specialists. He has also served on the Board of Directors for the Institute of Certified Business Counselors. Today Richardson continually works to improve and expand the membership networks that have helped him be one of the most successful business brokers in the industry.

Professional Designations

Certified Merger & Acquisition Advisor – CM&AA
Alliance of Merger and Acquisition Advisors

National Association of Certified Valuators and Analysts

Business Certified Appraiser – BCA
International Society of Business Appraisers

Master Certified Machinery and Equipment Appraiser - MCMEA
NEBB Institute

Certified Management Accountant – CMA (Not active)
Institute of Management Accountants

Certified Business Broker – CBB
Business Brokers Network

Certified Senior Business Analyst – CSBA
International Society of Business Analysts

Certificate in Personal Financial Planning
University of California, Irvine, CA

Licensed California Real Estate Broker

Certified Facilitator
Organizational Developments, Inc.

Masters of Business Administration, Emphasis in Accounting – MBA
California State University, San Bernardino, CA

Bachelors of Science, Emphasis in Finance - BS
University of Notre Dame, Notre Dame Indiana

Professional Memberships
Alliance of Merger and Acquisition Advisors
National Association of Certified Valuators and Analysts
National Equipment and Business Brokers Institute
International Society of Business Appraisers
Notre Dame Club of Orange County – Notre Dame Professionals OC

Continuing Education and Compliance - Mr. Richardson has complied with the requirements of the various certifying organizations of which he is a member.