With over 29 years of professional experience in mergers and acquisitions, business brokerage, business valuation, machinery & equipment appraisal, and alysis and structuring of traditional and non-traditional private placement investments, Brian Wendler is a Certified Public Accountant (CPA), and is Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Merger & Acquisitions, (CM&A), Certified Financial Planner (CFP), Master Certified Business Counselor (designated by the Institute of Certified Business Counselors), Accredited in Business Appraisal Review (ABAR – Less than 100 individuals hold this designation nationally) and is a Board Certified Broker (BCB). He also holds General Securities, Financial & Operations, and Municipal Securities Principal licenses, as well as a Texas real estate brokers license.
Brian has participated as an instructor at national and state business broker conferences, and has trained and provided valuation, mergers & acquisitions, transaction and deal structuring advisory services on an on-going basis to over 2,000 business intermediaries, SBA lenders, and professionals represented by all fifty states. His experience extends across a wide variety of industries and company sizes. He has provided business valuation and machinery & equipment appraisal services to some of the largest lower middle market oil field service firms in the Bakken Shale. He has been involved in over 13,000 business valuations, and assisted in over 15,000 transactions. He is currently the co-chair of the Exit Planning Group for the Dallas Chapter of the Society of Financial Service Professionals (SFSP).
You may reach Brian by e-mail at: email@example.com
You are welcome to call us, e-mail us, or use our contact form. Meetings by appointment only.