Joe Moorman, CFC, MBA, CM&AP, CEPA®

In the early 2000's Mark led his company to its first sale to a private equity buyer and learned how to present one's business in the best possible light from the buyer's perspective. For the next seven years Mark gained the perspective of how to purchase other businesses as part of a national and international build out strategy. Following the ultimate sale of that company to a global holding company, another leading Washington, DC agency brought Mark in to execute a similar strategy, where within three years he achieved a doubling of revenue and tripling of profit. Mark brings the unique perspective of being both a seller and a buyer, and appreciates that value can only be created by assuring that all parties win.

As an agent with Transworld Business Advisors, we help our clients buy and sell businesses every day. Every broker that is part of our team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, we have helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our global network of experienced business advisors. Guillermo has over 35 years of experience in all aspects of financial management and operational management in the private sector, nonprofits, government and United Nations organizations. Given his wide portfolio of experiences in financial and operational roles, Guillermo is in a unique position to offer advice on a wide range of challenges that business leaders must overcome. Guillermo is a highly decorated retired US Air Force (USAF) Colone with several postings throughout the world. He has been both personally recognized for outstanding performance and as a squadron commander led two separate organizations to earn global recognition as best across the USAF by winning the Major General Eugene A Eubank Award. Prior to his retirement from the USAF, Guillermo rose to be assigned as the Chief Financial Officer of a $2 Billion per year global operation focused on the quality of life of the Air Force community. Since leaving the military in 2008, Guillermo served for 3.5 years as Director of Administration of the World Health Organization’s America Region overseeing Finance, Information Technology, Procurement and Human Resources, as SVP at Global Communities and as a Partner in a nationwide CFO Services firm. Prior to joining Transworld Business Advisors, Guillermo was the Regional Leader of the DC, VA and MD territory for B2B CFO, the largest CFO Services firm in the United States. As a partner of B2B CFO, Guillermo facilitated the sale of a major stake of a clients business to a publicly traded company for a value that exceeded nearly 300% of prior offers. Guillermo is passionate about helping business owners prepare their business for sale to garner more and higher value offers for their businesses. Personally, Guillermo is an advocate for those who need social, legal, or financial assistance. He has been appointed to many boards, commissions, and committees throughout his career. Previously, Guillermo served two consecutive terms as a member of the Audit Committee of the Global Fund to Fight AIDS, Tuberculosis and Malaria which is headquartered in Geneva, Switzerland. He also served as Board Treasurer of Ayuda Inc, a Washington Based not for profit that provides legal and social services to immigrant communities of the DC Metro area. He also served as Board Chairman of Express Microfinanzas SAS, a Bogota Colombia Microfinance Institution. In this capacity, he oversaw the sale of the company to a much larger company who wanted to enter the Colombia market. Guillermo holds a Master of Science in Professional Accounting and certifications as a Certified Public Accountant, Chartered Global Management Accountant, Certified Value Builder, and a Certified Mergers & Acquisition Advisor.

Bill Kelly is a professional business broker, a certified M&A Advisor, and commercial real estate agent with over forty years of entrepreneurial experience, in a wide array of markets including: Computer Services/MSP, Entertainment, Advertising, B2B Service, Home Service, Construction, Manufacturing, Distribution, Transportation, and Software. 2023 - Certified Merger & Acquisition Professional - Kennesaw State University 2020 - 2023 Member International Business Brokers Association 2019, 2020,2021,2022, 2023 Transworld President's Award for Top Performance 2021, 2022, 2023. 2024 Carolina Virginia Business Brokers Association - Multi-Million Dollar Producer 2022 - 2024 Member Richmond Insiders Business Council #1 Business Brokerage in Virginia, Delaware, and Maryland, with over 200 listings!

For over a decade Andy Shah has dominated the small business sales market in Virginia. Certifications include CM&AP. Andy is a native of India and a longtime resident of Virginia. He was raised in an environment that instilled a strong work ethic, impeccable integrity, and an energetic, entrepreneurial spirit. After completing his bachelor’s degree in plastic engineering from Nirma University in India, Andy immigrated to the US and completed his master’s degree in management and finance from New York University. After completing his education, he sought to build his professional career as a consultant, working with high-profile brands such as Virgin Mobile, JP Morgan Chase, and Barclays Capital. In these roles, he compiled and analyzing complex financial data, developing detailed analyses, and producing valuable and informative presentation reports. As his professional career grew, he enjoyed the opportunity to work with Macy’s, Heartland Payment Systems, Digital First Media, and Barnes & Noble. With these storied organizations, he held roles such as senior financial analyst and reporting and analysis manager. The experiences exposed him to retail operations and gave him keen insights and expertise in financial operations. He was deeply involved in analysis, budgeting, forecasting, and reporting across complex business operating units. These opportunities led Andy to find Everest Retail Management Group. As the CEO and founder of the organization, Andy leveraged his years of financial expertise to explore the real estate investing and development world. While exploring his entrepreneurial vision, he joined Transworld Business Advisors in his current role with the organization. These two roles have developed and expanded his expertise and acumen, ensuring his future success as a trusted advisor and subject expert.

As an agent with Transworld Business Advisors, we help our clients buy and sell businesses every day. Every broker that is part of our team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, we have helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our global network of experienced business advisors. Bill McDonald is a serial entrepreneur with >35 years of sales and business management expertise. His award-winning technology sales career produced >$1B in total sales as an individual contributor and included stops at both small and disadvantaged businesses as well as global giants like AT&T, Oracle, Microsoft and Salesforce. His information technology (IT) management portfolio includes eight years as a direct billable IT contractor to the Federal government, an interim role as VP/Chief Information Officer at a DC government agency, and building a public sector IT consulting practice from the ground up to 60+ highly utilized billable staff. His entrepreneurial ventures have included an IT consulting business, a mortgage brokerage, and real estate investment and development projects. Bill is an expert consultative seller who focuses on thorough understanding of the client’s business and needs before recommending solutions, and he places the highest value on his character, integrity and reputation. Bill is also a creative innovator that is able to see and articulate solutions and value that would be invisible to most. Education and Professional Memberships: BS Business, Excelsior College Carolinas-Virginia Business Brokers Association (CVBBA) Past Realtor?, Licensed Mortgage Loan Originator and Project Management Professional? Summary of Professional Experience: ? 35+ years experience as a business professional, all in the DMV ? 30+ years IT (inclusive of hardware, software, services and xaaS) sales and management experience ? Nearly 25 years direct B2B/B2G sales experience ? Nearly 20 years IT consulting sales and delivery management including an interim role as VP/Chief Information Officer at a DC government agency ? 10+ years as employee or principal executive of a small and/or disadvantaged business enterprise.

Specializing in the sale and acquisition of small to medium size contractors and distributors. The sale of a business is the largest business decision in most business owners' career. I have been a business owner for many years, here in Richmond. I fully understand the impact of finances and emotion that come to bare through the process.

Kevin brings over three decades of experience spanning business ownership, startup and operational management, information technology, general aviation, specialized manufacturing, education training, and commercial real estate to his career as a business broker. While completing his Bachelor of Arts in History at Florida State University, Kevin started his first company, a professional services IT company. He grew this company over 30 years to service medical, legal, and general business clients. Kevin has founded and built other companies including a custom gunsmithing company and an IT company focused in the medical transcription industry. Kevin established the Warrenton Aviation Flying Club in 2009. Kevin is also a licensed commercial real estate agent specializing in providing commercial real estate services, in conjunction with business consulting and development. Leveraging his insights gained from all levels of business planning, Kevin integrates his understanding of business and economic dynamics when assisting clients. He listens attentively and assists in prioritization of a business owners’ objectives and ambitions in achieving successful business planning and development. Kevin and his wife are in Northern Virginia, having raised three children and seeing them start their path toward being productive adults and future business owners. Kevin is currently the President of the Rotary Club of Warrenton, President of the Commercial Industrial Land Exchange (CILE), a member of the Mid-Atlantic Real Estate Marketing Association (MAREMA).

Business owner, advisor and consultant to startups, small and midsize businesses. Experienced in business development, sales, marketing, new products launches and process improvement. Affiliated with national business brokerage company offering buy/sell services, franchise sales and development, and small market capital and financial advise. - Principal of advisory company for startup and small businesses - Senior manager for international converting, packaging and printing company. - Managing Director of international trade, project finance and advisory company in Washington DC. Email: rfergusson@tword.com Tel: 804-510-0248

As an agent with Transworld Business Advisors, we help our clients buy and sell businesses every day. Every broker that is part of our team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, we have helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our global network of experienced business advisors. As a seasoned entrepreneur and business leader, Joe has more than 30 years’ experience in owning, growing, buying, and selling businesses in a variety of categories including retail, e-commerce, construction, real estate, service, and management. He has guided countless business owners and management teams to enhance operational efficiencies and profitability through improvements in communication, leadership, accountability, and business process management. He is a subject matter expert in decision process and strategic planning. Joe joined Transworld Business Advisors in 2019. He currently serves as the Director of Sales and Operations. In his previous role with the firm, he was a Senior Partner serving clients throughout Virginia and the mid-Atlantic. In addition to his personal book of business, he also served as the Regional Mentor for the firm. In this capacity, he guided all new Brokers in the firm to find rapid success in their career as a Business Broker. Joe credits his success to being detail-oriented and loyal to his client’s goals. His dedication, patience, and persistence show in every client success story. Joe lives in Toano, VA, with his wife Dianna and has been a foster parent to 8 children. Education and Professional Memberships: • Bachelor of Science, Biology, University of Mary Washington • Master of Business Administration, College of William and Mary • Prepped for dissertation for PhD in Finance • Certified Mergers and Acquisitions Professional (CM&AP) • Certified Exit Planning Advisor CEPA® • Certified Franchise Consultant – IFPG • Treasurer – Carolinas-Virginia Business Brokers Association (CVBBA) • Member – International Business Brokers Association (IBBA) • Member – M&A Source • Guest Lecturer in Strategic and Exit Strategy Planning – William and Mary Law School • Certified Foster Parent • Volunteer with the Virginia Medical Reserve Corp • Past President Williamsburg Jaycees • Past Board Member Gloucester Point Rotary Club • Past Board Member Peninsula Housing & Builders Association • Past Advisory Board Member – Chesapeake Bank • Past President for numerous Homeowner/Condo Associations in VA and Outer Banks. Awards: • IBBA Chairman's Circle Award 2023 • M&A Source Executive Club Award 2023 • Transworld Business Advisors - President’s Club 2021, 2022, 2023, 2024 • CVBBA Million/Multi-Million Dollar Award 2022, 2023 • CVBBA Presidential Recognition Award – Presidential Invitational Master Class 2023

Being a Business Broker and Advisor is much more than Income Statements, Balance Sheets, P&Ls and Legal Docs. People are the most important aspect ESPECIALLY in Closely Held Business segment. I was involved when our Family Business became part of a Public Company. Although Financials and Finances were part of the Equation the final decision came down to Best Pair of Hands to guide us into the future. Life long involvement in Business and Community Service BA Economics University of Virginia. Past President Sunrise Rotary Former Chairman of The Board Charlottesville-Albemarle Jaycees Serving Elder Meadows Presbyterian Church.

Charles Daucourt’s impressive career is rooted in a rich tapestry of international experiences and entrepreneurial triumphs. Originally from France, Charles launched his career by selling two successful businesses before making his way to the United States fifteen years ago. His entrepreneurial spirit led him to innovate in the spirits industry, where he pioneered the French Whisky category with renowned brands like Bastille Whisky and D.U.C Whisky. His partnership with a leading French rapper brought additional flair and prominence to these brands. His ventures didn't stop there. Charles went on to create multiple successful brands and businesses, showcasing his ability to navigate and thrive in various markets. After a transformative year in New York and a decade of growth in Florida, Charles and his family found their home in Virginia Beach/Norfolk, where he has lived for the past four years. A Beacon of Success in Business Brokerage Since relocating to Virginia Beach/Norfolk, Charles Daucourt has rapidly ascended to become part of the Top 1% business brokers in the USA. His exceptional skills in business transactions and his dedication to his clients have set him apart from his peers. Under the banner of TRANSWORLD RVA, Charles has facilitated countless successful business exits, allowing business owners to achieve their financial goals and transition to the next chapter of their lives with confidence. But Charles’s impact goes beyond merely closing deals. His deep understanding of the local market and his commitment to his clients have earned him a reputation as a trusted advisor who transforms lives. For buyers, Charles offers access to some of the best businesses in the region, providing opportunities to become the CEOs of thriving enterprises. His expertise ensures that each transaction is not just a sale but a stepping stone towards realizing the American dream. Selling the American Dream When asked about his profession, Charles Daucourt’s response is both simple and profound: "I sell the American dream by helping others achieve theirs." This philosophy underscores his approach to business brokerage. He sees his role as more than just facilitating transactions; he is a catalyst for change, helping clients achieve their personal and professional aspirations. Family and Community Outside of his professional life, Charles is a devoted family man. He is married to a talented American artist from Maryland, and together they have a beautiful daughter. The Daucourt family’s roots in the community reflect their commitment to both their professional and personal lives. Get in Touch For those looking to explore the opportunities that Charles Daucourt can offer, whether you’re considering exiting your business or seeking to acquire a new venture, Charles is ready to provide his unparalleled expertise and support. You can reach him at 757-231-6557 or via email at cdaucourt@tworld.com.

Erika Baez-Grimes is a Business Broker | Sr. Certified Mergers and Acquisitions Professional with Transworld Business Advisors. Erika helps business owners, family-owned companies & C-Level executives: Grow through acquisition, exit the marketplace, uncover M&A opportunities, & explore franchising options. Ultimately doing “Good Deals for Good People.”

Born and raised in Hawaii. The Aloha Spirit is a guiding philosophy I practice. Caring for others and giving back to the community is a key tenant. I have 20-years of experience as a business owner / operator in the hospitality industry running a food packaging and home delivery service. I know what a main street business owner experiences on a daily. I am a team player and utilize the vast experience of my local and national office to bring you the most successful and knowledgeable team in the industry. I look forward to learning about your business goals and how I can make them become a reality.