About Wendy Roberts, CPA, PFP, CVB

Wendy Roberts, CPA, PFP, CVB

Business Advisor

Phone:
Email:
DRE # 02058745 / 02112699

Designations:
BS degree in Accounting, Kelley School of Business, Indiana University-Bloomington
MBA courses, University of Tampa
Certified Public Accountant (CPA), Florida AC19599
Profit First Professional (PFP)
Certified Value Builder (CVB)

Professional Affiliations:
California Association of Business Brokers (CABB)
International Association of Business Brokers (IABB)
M&A Source (MAS)
American Institute of Certified Public Accountants (AICPA)

Wendy brings a wealth of knowledge and expertise to the world of Business Brokering and M&A.  As a CPA, she has worked in the public accounting arena for many years helping her clients achieve profitability and financial success.  She understands the world of privately held companies as she has been an entrepreneur herself including the sale of her CPA practice.  As a startup CFO, she successfully guided the acquisition of a software company to a large publicly traded company.  Wendy also understands the dynamics of large-scale companies as a corporate finance executive with nearly 20 years of experience at some of the largest hi-tech companies in the Bay Area including being part of a team to take a company public at the NASDAQ opening bell.

As a Business Advisor the scope of Wendy’s services begins with an assessment of the business to rate its marketability and form an opinion of most probable selling price.  Wendy provides consulting services to improve marketability and value as well as to prepare the business for sale.  Through her consulting firm, NorthStar Strategic Partners, Wendy and her team provide business strategic planning and development advice for those business owners who may be contemplating selling their business in a few years but may not know how to get there.  Using the Value Builder System, Wendy and her team of experts guide business owners in creating the greatest value possible while positioning the company for the potential sale.  She also assists buyers with the due diligence side of the selling/buying transaction.

Whether your requirement is to sell immediately or prepare for a sale a few years into the future, Wendy is prepared to provide professional advice and representation to help you realize your goals.

For a complementary consultation, contact Wendy at 408-206-6697 or .

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Business Brokerage | Mergers & Acquisitions | Business Broker | Business Advisor | Valuation | Selling a Business | Southern California | Northern California | Northern Nevada | Southern Nevada | Los Angeles Business Broker | Ventura Business Broker | Orange County Business Broker | San Diego Business Broker | San Francisco Business Broker | Marin Business Broker | San Jose Business Broker | Palo Alto Business Broker | Sacramento Business Broker | Roseville Business Broker | Reno Business Broker | Sparks Business Broker | Las Vegas Business Broker | Business Brokers Irvine
 

M&A Business Advisors represents sellers and buyers of privately owned businesses in a wide range of industries in California and Nevada. Our services include Selling a Business, Buying a Business, Mergers & Acquisitions, Business Sales and Acquisitions, Valuations, Opinion of Value, SBA Finance and Business Consulting. Sell your Business, Buy a Business, How do I determine the Value of a Business, How do I Sell my Business Confidentially, What is a Safe Way to Sell my Business, How long does it take to Sell a Business, How do I Sell a Business in California, How do I Sell a Business in Nevada, Search Businesses for sale. We represent Sellers and Buyers in Southern California, Los Angeles County, Orange County, Ventura County, Santa Barbara County, Kern County, San Bernardino County, Riverside County, San Diego County, Los Angeles, Torrance, Gardena, South Bay, San Fernando Valley, San Gabriel, Upland, Woodland Hills, Chatsworth, North Hollywood, Van Nuys, Burbank, Glendale, Pasadena, Santa Clarita, Palmdale, Thousand Oaks, Ventura, Camarillo, Anaheim, Irvine, Santa Ana, Huntington Beach, Newport Beach, Fullerton, Laguna Beach, Aliso Viejo, Rancho Santa Margarita, Orange, Costa Mesa, Brea, Loa Alamitos, Mission Viejo, Fountain valley, San Clemente, Northern California, San Jose, San Francisco, Oakland, San Ramon, Napa, Sacramento, Nevada, Northern Nevada, Southern Nevada, Reno, Carson City, Tahoe, Las Vegas.