Comprehensive Business Valuation & Advisory Services

California – San Francisco and Sacramento Areas

San Francisco Bay Area:
Al Statz, ASA, CBA, M&AMI
(707) 781-8580

Sacramento Area:
Bob Altieri, CBA, MBA

Jim Leonhard, CVA, MBA

Exit Strategies Group, Inc.
531 E. Washington Street, Petaluma, California 94952 (Map & Directions)


Exit Strategies provides independent business appraisals (valuations) to companies, owners, shareholders, attorneys, CPA’s, banks, courts, trustees, fiduciaries and others when they need accurate defensible values. Our business valuations are used for succession planning, estate and gift tax filings, buy-sell transactions, management buyouts, ESOPs, dissolutions, litigation support and more. We value fractional interests using appropriate discounts.

We also help family-owned and closely-held business owners maximize the value they receive in a sale (sell-side representation) or grow through acquisitions (buy-side advisory). If you are looking for a California merger and acquisition (M&A) advisor, business broker, transaction intermediary, boutique investment bank or deal maker, you are in the right place.

Our team of seasoned M&A brokers and accredited valuation experts deliver reliable results and excellent service. Contact us for an objective, no-obligation assessment of your goals and circumstances, and how Exit Strategies can assist you.