About Us

What we do:

With over a decade of experience, The CBB Group, Inc. is a leader in business brokerage and Mergers & Acquisition services. We specialize in the lower middle market, serving privately owned business with revenue ranging from $1,000,000 to $15,000,000.

As advisors we are with you through the entire process. Our mission is to ensure your success. We do this by working with you and your team to ensure that your company is positioned in the best possible light for potential buyers. We have a six step process that has been developed over time that will guide you and your team through the sale.

Our Mission; To Ensure Your Success

Exit Planning: If possible, you should consider a two or three year exit strategy. This allows for you to work with a team of advisors not only to maximize the sale of your company but to ensure that you keep the most of that value that you have created. The CBB Group works with other trusted advisors such as Wealth Management, CPA’s and Estate Attorneys that can assist you in this process. We will provide you with a market range of value for your company and discuss ways to maximize that value over a two to three year, time horizon. Then when you’re ready, we will be too.

Our first meeting is structured to see if you are ready and able to sell. We start by sitting down with you and your team, at no cost to get to know you and review your goals. During this process we will review the following:

  • Companies Financial History
  • Companies Market Position
  • Competitive Advantages

By spending this time with you up front, we will be able to advise you if now is the time to sell your business and what the market range evaluation is. If the time is right, then and only then, will we offer our services. If now is not the time to sell, we are able to give you a path and time-line that can help you prepare your company for sale in the future.

Confidentiality: The CBB Group understands the significance of confidentiality to ensure a smooth continuation of business during the selling process. We market your company without the employees, customers or competitors knowing that it is for sale. The business identity, customers, markets, financial history and current financial condition are held in strict confidence and never revealed without properly qualifying a potential buyer as to their background and financial ability. We know that this is most likely the first time that you have been involved with selling a company and as a result of The CBB Group’s decade of business brokerage/mergers and acquisition experience we have built a process that helps you from start to finish.

Merger and Acquisition Advisors:

Bill Billingsley
Founder of the CBB Group, Inc.
Sr. Merger and Acquisition Advisor

Mr. Billingsley is the founder of The CBB Group. He brings over a decade of direct merger and acquisition experience. In serving the lower middle market in all forms of mergers, acquisitions and divestitures has made him an industry leader in the Pacific Northwest. His 17-years of retail management experience has given him a strong background in accounting, inventory control, production scheduling, purchasing, marketing and logistics.

Mr. Billingsley was a Senior Manager for Tom Peterson’s, Inc., and a prominent Portland retail chain store owner. In addition to his time at Tom Peterson’s, Inc., Mr. Billingsley owned his own multi-state retail operation for eight years. He is a graduate of Portland State University Business School.

billb@thecbbgroup.com

Brent A. Freeman
Sr. Merger and Acquisition Advisor

As a Senior Investment Banker and Merger & Acquisition Advisor, Brent Freeman brings 30-years of Senior Management experience in the Financial Services industry to the CBB Group, Inc. Mr. Freeman has held Senior Management level positions at Bank of America, Lehman Brothers, ITT, GMAC and GE Capital. Having served on the acquisition teams for Bank of America, GMAC and having personally bought, built and sold several business, he lends his extensive personal and corporate expertise to the purchase and sale of middle market business.

He holds a Private Pilot’s license and he and his wife Mary, own and operate La Dolce Vita Vineyards, Inc..

Education: B.S. in Business from Arizona State University, Walter P. Carey School of Business.

brentf@thecbbroup.com

Terry J. Atzen
Merger and Acquisition Advisor

Mr. Atzen has 40-plus years, of financial services industry experience. He is an author, entrepreneur, investment strategist as well as being a Wall Street firm manager. Mr. Atzen has most recently focused on raising capital for lower middle market companies in the Pacific Northwest and previously owned and managed his own investment firm in Portland, Oregon. He is a graduate of Iowa State University.

terrya@thecbbgroup.com

Tim Copp
Merger and Acquisition Advisor

Mr. Copp has over 15-years of experience in sales, service and managing privately held companies. Prior to joining The CBB Group, he was a Marketing Manager for a telecommunication company and is an expert in the communications industry.

timc@thecbbgroup.com

 


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