Mark Richardson
100 Chaparral Court
Suite 240
Anaheim Hills
CA
92808
714.282.7146
Email
Mark |
Biography
Professional
Designations
Professional
Memberships
Biography
Mark Richardson,
CMA, MBA, CBB, CBC, CMEA,
CM&A
J. Mark
Richardson has extensive experience in business sales, financial consulting, tax
planning, and raising capital for growing businesses. He works directly and
confidentially with business owners to assist them with the sale of their
company.
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, strategic planning, forecasting, acquisitions
and business sales, Richardson provides these services to business-minded
people, including manufacturers,
wholesalers, retail distributors, real estate and financial services firms,
importers/exporters, trucking companies, and 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 financial and strategic planning seminars, and teaches college-level
courses. As a professional facilitator and participant, he serves on the
accounting advisory council for a local college. Additionally, he privately consults with
corporate management teams looking to expand their companies through
acquisition. He remains current on new business valuation methods, management
philosophies and tax issues by being an active member of the Institute
of
Management Accountants, the Institute of Certified Business
Counselors, the Association for Corporate Growth and the Alliance of Merger and
Acquisition Advisors.
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.
As a licensed California Real Estate
broker,
Richardson
facilitated numerous business acquisitions, valuations, business opportunities,
and lease negotiations. His company is an affiliate of The Business Brokers
Network, the nation’s largest independent association of business transfer
specialists. A Certified Business Broker and a past member of the Affiliate
Advisory Council,
Richardson
continually works to improve and expand the broker network.
Professional Designations
|
Certified in Mergers &
Acquisitions (CM&A)
Alliance of Merger &
Acquisition Advisors |
|
|
|
Certified Business Counselor (CBC)
Institute of Certified Business
Counselors |
|
|
Certified Management Accountant
(CMA)
Institute of Management
Accounting |
|
|
Certified Business Broker (CBB)
Business Brokers Network |
|
|
Certified Facilitator
Organizational Dynamics |
|
|
Certified Machinery &
Equipment Appraiser (CMEA)
National Equipment &
Business Brokers Institute |
|
| Licensed California Real Estate Broker |
|
|
Certificate in Personal
Financial Planning
University of California,
Irvine, CA |
|
|
Master of Business
Administration (MBA)
Emphasis in Accounting
California State University,
San Bernardino, CA |
|
|
Bachelor of Science (BS)
Emphasis in Finance
University of Notre Dame, Notre
Dame, Indiana |
|
|
Securities Licenses
Series 7 and Series 63 (not
active) |
|
Professional
Memberships
-
Alliance
of Merger and Acquisition Advisors
-
Association
for Corporate Growth
-
Institute
of Certified Business Counselors
-
California
Association of Business Brokers
-
Business
Brokers Network
-
Brokers
Network Group
-
National
Equipment and Business Brokers Institute
-
Notre
Dame Club of Orange County, CA
Mark Richardson can be
reached by telephone at
877-282-7146 (toll
free)
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