Each member of our team brings unique experience, professionalism and integrity to the business brokerage process.
Managing Director, M&AMI, CBI
As an entrepreneur who built and sold a successful wholesale distribution business serving the grocery industry in 16 states, Phillip understands the business sale transaction from both the buyer’s and seller’s perspective. His “Big 8” public accounting experience, coupled with experience in completing transactions in the manufacturing, distribution, printing, service, and numerous other industry sectors over his career provide him with insight into the merger & acquisition process. He is an active speaker and writer on business transaction and valuation topics, and received the industry’s highest designation, Merger & Acquisition Master Intermediary, held by less than 80 professionals, in 2005. Phillip is also a Certified Business Intermediary, and holder of a Texas Real Estate Salesperson’s License.
Phillip is a Series 7 and 66 Registered Securities Representative, licensed through Statesman Corporate Finance, LLC, a FINRA member firm. (www.statesmanbiz.com)
3807 Spicewood Springs Rd., Suite 102, Austin, TX 78759 • 512.346.4444
Austin Certified Business Brokers, Ltd. d/b/a Corporate Investment is not licensed to practice law, draft legal documents and/or provide legal advice, nor do we provide tax or accounting advice. We recommend that you consult with your attorney and CPA or accountant. Nothing contained herein is intended to be an offer to either buy or sell securities. Security transactions are offered through Statesman Corporate Finance, LLC, a FINRA, SPIC member firm.
© 2005-2017 Corporate Investment. Austin business brokers and M&A advisors.