Sunbelt of Oakland - North Alameda County

Roxanne Berg, CPA, has over 30 years experience in providing financial advice to her clients regarding the acquisition, sale and management of small and mid-sized businesses as well as general advice to clients on tax, accounting, financial strategy and business planning. As a CPA, she has a particular understanding of financial strategies and the tax implications for both buyers and sellers in a business merger or acquisition. Her extensive work with buyers has given her a keen insight into the requirements and tactics of the buy-side in the typical business sale transaction.
She has direct experience in the ownership and management of small business and has served as Controller and Finance Director in several organizations. Her industry experience includes winery and vineyard development and operations, manufacturing, telecommunications, financial services, wholesale distribution, retail merchandising and construction.

Roxanne is a member of the California Association of Business Brokers and the American Institute of Certified Public Accountants. She received her degree from Sonoma State University for her studies in Business Management and Accounting. An advocate of the active life style, she particularly enjoys long-distance road biking, boating, and camping.

Patrick Crabb, Administrative Manager, is known for his command of the details of business brokerage policies and procedures. His fifteen years of experience in administering the sale, acquisition and management of business and real properties enables him to ensure that the processes of analysis and marketing, exercising due diligence and closing, in short, of buying and selling, run smoothly from beginning to end. He sees that transactions are organized and documented in a way that meets the requirements of the parties and complies with the guidelines and regulations of all pertinent authorities.

Patrick is a former college instructor in business law and economics and is an authority in the software and computer applications that facilitate the analysis, marketing and sale of small and mid-sized businesses.

He holds a degree from Western Oregon University and lives in San Jose, CA.

Raymond Dowd is a FINRA registered financial executive and deal maker with over 24 years of experience, a merger and acquisition intermediary with a history of success as an investment banker, business owner, manager, advisor, analyst and consultant. He is particularly skilled at conceiving, organizing and executing strategies and business transactions in highly-regulated environments. His clients and strategic relationships, both domestic and international, rely upon his ability to match their personal requirements and business strategies with the optimal funding source, buyer, seller, private equity group, etc.

His very broad industrial experience includes work with solar energy engineering, software design and development and myriad financial services offerings As the former CFO of an innovative firm using solar-powered applications for surveillance and management systems, he has a particular expertise and interest in “Green” products, processes and services, in helping the development of viable, salable businesses from them, and arranging the sale of those businesses at the best time and with the best financial structure.

Ray earned a degree in Public Administration from the University of California at Los Angeles. A Member of the National Association of Corporate Directors, the National Investment Banking Association and the Financial Services Exchange, he has earned an extensive series of supervisory licenses from the National Association of Securities Dealers (NASD) including Registered Options Principal, General Principal, Financial & Operations Principal, Investment Banking Supervisor and Registered Investment Adviser. He lives in Belmont with his wife and their pedigree Whippet Hounds and he is an avid BMW motorcyclist.

Svetlana Kuzmichenko, MBA, has over 15 years experience as a business owner, manager and consultant, both in the United States and Europe. Her industry experience with large, small and mid-sized organizations has included work in publishing, finance, transportation, motor vehicles, food processing, mining, and building materials. Svetlana has developed a particular insight and interest in the opportunities in the merger and acquisition of internet commerce companies. As a representative of the U.S. Department of Commerce, multi-lingual and comfortable with a wide range of business practices and cultures, and experienced in all stages of deal making, she has facilitated a number of cross-border investment and trade transactions, developing a reputation for match-making and deal structuring.

As the owner of a small US-based export firm, she has come to understand in detail, the issues and challenges faced by the small business owner in today’s economy. Her international experience has acquainted her with the motivations and strategies of international firms and individuals interested in acquiring American businesses. Her international network and research keeps her in contact with overseas buyers.

Svetlana received her MBA from New York Institute of Technology and a degree in International Studies from Far Eastern University in Russia. Graduating with honors from both institutions, she is a Member of the International Honor Society in Business Administration. She resides with her family in Moraga, CA.