Rudi Fox

Rudi started his career as a corporate financial analyst which developed his interest in business brokerage. He holds a Bachelor's degree in finance from the University of Colorado, Boulder, and is a CFA Charterholder. Originally from Chicago, he has also lived in Seattle and San Francisco before moving to Southern California. Rudi loves working with small business owners and potential buyers. (DRE#02243020)

Terrence Phillip

Terrence is business marketing genius. He has over ten years of experience driving brand growth and strategic marketing initiatives. He has been pivotal in launching successful multi-channel campaigns, using data-driven insights to increase marketing exposure and making sure your business gets sold. Terrence also leads our sales and marketing consulting group, helping businesses of all sizes.

Amit Shah

Amit leads our business development efforts. He shapes and executes development initiatives that align with your company's objectives. He uses market insights and industry trends to get the highest value for your business. Amit has a proven track record of securing high-value contracts and closing deals. When he's not busy, he enjoys fishing and boating in the Bay.

Tina Wei

Tina oversees the preparation and analysis of financial statements, and ensures adherence to accounting standards and regulations. Her meticulous attention to detail and strong analytical skills helps our clients achieve results. She holds a Bachelor’s degree in Accounting from Cal Poly and is a Certified Public Accountant (CPA). She is a proud mom of an adopted Golden Retriever.