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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