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About

The Chase Group is a full service business intermediary and valuation firm helping business owners buy, sell, merge and value their companies. We offer certified business valuation reporting and analysis that qualifies for SBA-guaranteed acquisition financing, and assist in all steps of the business buying, selling and merger processes.

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As a 12-year practitioner with certified credentials in business valuation and licenses in business brokering services it's been my honor and pleasure to help my business clients achieve their goals and transition to their next life stage and adventure. I derive much satisfaction in assisting people to take control over their futures and gain many steps closer to realizing goals and dreams.

I studied mechanical engineering at the University of Southern California, but was surprised by how much I loved and gravitated to a few elective coursed in business entrepreneurship. So much so, that I changed my major to Business and graduated with an emphasis in Entrepreneurial Studies. Later, in graduate school I continued the focus on Entrepreneurship and Growth Management. The best part of the education was listening to successful business owners come share their experiences and life lessons. It's still what I love about my job. Every client has a story to tell, and many are equally fascinating as well as inspiring.

Personal attention, integrity, timeliness and outcome delivery are all the key areas of focus not only of myself but of the entire team at Chase Group. We work past the stated goals, and make sure a holistic approach to our services takes into account all the consequences and opportunities that are presented by them.