License Number: 01100230
Phone: Show Phone Number(925) 890-6012
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2010 Crow Canyon Place Ste 100, Suite 200
San Ramon, California 94583 (View Map)
Founded in 1984, ABI is one of the oldest and most highly regarded firms in California specializing in the Valuation, Sale, Merger and Acquisition of privately-held companies. ABI professionals work confidentially with each client and their advisors, to develop custom solutions designed to achieve their objectives and maximize business value.
Using a time-tested system, our firm has successfully managed hundreds of transactions for small to mid-market companies across a wide-range of industries. Headquartered in the San Francisco Bay Area, ABI is licensed in the State of California, with nine M&A affiliates throughout the USA. The firm maintains national and global strategic alliances providing broad access to active investors and acquirers.
Amy Cole Cole, M&AMI, MBA, CBI, CBB (925) 890-6012
Amy serves as a trusted M&A Advisor, Certified Business Broker and transaction dealmaker specializing in the confidential sale of privately owned companies, business valuations and exit strategy planning. Holding top industry credentials, she helps clients navigate the complex process with a systematic approach, customized marketing, strong negotiation skills and focus on a positive outcome. Amy is a regarded industry conference presenter, M&A education course instructor and speaks publicly to business owners and their advisors on topics including Exit Strategy Planning, Maximizing Business Value and Preparing a Business for Sale or Acquisition.
Ms. Cole been advising Business Owners, Entrepreneurs and CEOs throughout her entire career and demonstrated exemplary success by closing complex business transactions, strategically positioning companies for growth and bringing hundreds of products to market. Her progressive background includes Vice President roles in high tech marketing, sales and operations (20+ years) with venture backed start-ups, mid-market firms, 7 years with a marketing agency and public companies as well as the ownership of her own consulting practice and 10+ years as Principal & President of ABI. Diverse experience includes manufacturing, distribution, business services, retail and advertising. In addition, she’s served in long-term Board Advisor roles as a Chair with governance oversight. Amy lives in the SF Bay ARea with her husband and highschool son while supporting 2 other sons in college.
Sr. M&A Advisor to business owners of privately held companies with revenues $1M - $30M who are planning for an exit or sale of their company. Focus is on preparation, maximizing business value and helping clients achieve maximum post-tax proceeds in a timely manner.
Every business owner should know what their company is worth and the key drivers affecting value. This analysis helps set annual objectives and drive the growth and value of the firm. Contact me for information about the current market and industry demand: email@example.com or 925-890-6012.
Key Credentials & Designations
-MBA, Santa Clara University, CA
-M&AMI (Certified Mergers & Acquisitions Master Intermediary), M&A Source
-CBI (Certified Business Intermediary), IBBA
-CBB (California Certified Business Broker), CABB
-Licensed California Real Estate Broker, BRE
-Masters Studies, Psychology, Antioch University, CA
-BA, Business & Communications, Concordia College, MN
Professional & Philanthropy:
-Women’s Presidents’ Organization: Diablo Chapter Member
-M&A Source: Instructor & Ed
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