Sunbelt of San Francisco Team

When you’re preparing to buy or sell a business in San Francisco, you need an experienced, winning team to guide you through the transaction process. At Sunbelt of San Francisco, our brokers and M&A advisors have decades of combined experience and are well-versed in the San Francisco marketplace. Give our team a call today to begin your search for a business or prepare your business for sale.

Phillip Holt Photo
Phillip Holt
Office Owner - BRE #01731143
Phillip Holt Photo
Phillip Holt
Office Owner - BRE #01731143

Phil Holt, MBA, CBI, CBB, CMMBI, Principal Broker, DRE #01731143, has over 40 years in selling, buying, owning and operating small and mid-sized businesses, working variously as broker, proprietor, manager, consultant and investor. In addition to business brokerage, he has direct operational experience extending through commercial real estate development and brokerage, home building, marine and infrastructure construction, commercial fishing, deep sea diving, metals manufacturing, wireless communications, warehousing and distribution, food service, as well as non-profit social services.

His breadth of experience, across the country and worldwide, both strategic and hands-on, in operations and finance, has given him a keen perspective on the challenges and opportunities presented to small and mid-sized businesses and the issues faced by their owners in seeking to convert the equity in their companies into cash and other investments. He is particularly skilled in developing innovative and cost-effective solutions to problems arising in business sale and financing transactions.

He holds a Certified Middle Market Business Intermediary (CMMBI) designation and, as a member of the International Business Brokers Association, earned a Certified Business Intermediary (CBI) designation, as well as a Certified Business Broker (CBB) designation from the California Association of Business Brokers. He received his MBA degree from San Francisco State University and his undergraduate degree from the University of Alaska.

Phil has been honored for exceptional community service with awards for his extensive work with such organizations as the American Red Cross, Habitat for Humanity, the Alameda Food Bank and The San Francisco Foundation. He has also served for many years as a board member and officer of the local Chamber of Commerce and other business associations.

Previously, Phil served as a US Navy SEAL and as a member of the Apollo Space Capsule Recovery Unit. He is an active member of the Bay Area chapter of the SEAL Team Association. He lives with his wife in Alameda, CA and enjoys flying, scuba diving and long-distance bicycle touring.

BRE #01731143

William Mitchell Photo
William Mitchell
Broker - DRE #01898324
William Mitchell Photo
William Mitchell
Broker - DRE #01898324

Bill Mitchell, MBA, is known for his work in enhancing the market value of mid-sized businesses, developing exit plans, positioning firms for sale, identifying optimal merger or acquisition candidates and managing a successful transaction. With over 30 years experience in senior executive and financial management positions including those of CEO, CFO, VP, and Treasurer, he has also served as a trusted advisor, consultant and broker to sellers and buyers, to owners, investors and shareholders. He has developed and executed business plans, exit strategies, roll-ups, spin-offs, reorganizations, mergers and sales.

His wealth of industry experience includes work in, and consultation for, both international and domestic organizations involved in environmental, civil, and geotechnical engineering, in construction products, management and inspections, in communications and in transportation systems. His skills in developing financial strategies for business transitions in fluid economic environments, in identifying opportunities for growth through acquisition by growing companies, in finding the right buyer or seller, or the right merger partner, have made him an invaluable asset for decision-makers seeking growth, re-deployment of assets or an optimized exit strategy.

Bill, a graduate of the University of California at Santa Barbara, received his Master of Business Administration from San Francisco State University.

DRE #01898324

Octaviano Tavizon Photo
Octaviano Tavizon
Broker - DRE #01412454
Octaviano Tavizon Photo
Octaviano Tavizon
Broker - DRE #01412454

Octaviano Tavizon, though widely known for his expertise in, and management of, 5-star resort hospitality services, also with food and beverage production, manufacturing and distribution.

Additionally, he has a wide range of business experience in owning, managing, developing and brokering other types of businesses. In his nearly 30-year career, his work has produced an enviable record of success for him and his clients in various consumer and business service industries

His depth of experience with enterprises large and small, and his sensitivity to the perspectives and needs of business buyers and sellers, has made him particularly successful in advising and bringing them together for a satisfactory business sale transaction. He brings positive energy and a can-do spirit to all his endeavors. He usually exceeds the expectations of his clients.

Octaviano holds a BS degree in International Business from California State University in Sonoma and has completed the International Business program at the University of Guadalajara.

A devoted family man, he lives with his wife and three children in the San Francisco North Bay Area along with three generations of other family members. He is an avid mountain biker and, according to his wife, a pretty good cook.

Sam Lee Photo
Sam Lee
Broker - DRE #01371273
Sam Lee Photo
Sam Lee
Broker - DRE #01371273

Sam Lee, a highly competent Business Broker and M&A Advisor (DRE License #01371273), has been a key member of numerous transaction teams during the process of selling or acquiring businesses.

Sam is a Finance and Accounting Professional with more than 30 years’ experience contributing to organizations ranging from venture-funded start-ups to large, public international companies. He has served as Controller, Director of Finance and Administration, Business Manager, and CFO in a variety of industries, including law, engineering, mass communications, environmental services, construction, real estate, Internet technology, non-profits, and government/defense contractors.

In addition to his primary focus on business sales and acquisitions, Sam takes on selective engagements (as a Consulting CFO and a founding member of SF Bay CFO) to help small and mid-sized companies achieve their goals through effective financial planning, sound business strategy and informed, measurable decisions. He uses his business background and experience teaching finance and accounting to help business owners and their employees understand the relationship between the various business components and the financial health of the company.

With his broad range of business experience, Sam is especially effective at helping business owners develop strategic plans for exiting their businesses. And when the time comes to implement the exit plan, he is an expert at resolving the inevitable issues that arise during the marketing and sale of the business.

Sam holds an MBA, International Finance and a BS, Finance from Saint John’s University in New York.

Sunbelt Team Logo
Chinee Goh
Broker - DRE #01433559
Sunbelt Team Logo
Chinee Goh
Broker - DRE #01433559

Chinee is a highly experienced Business Broker and M&A Advisor who has facilitated the ownership transfer of numerous businesses. She has more than 20 years of business experience in finance, marketing, management, business development, and business ownership.

Chinee started her career with Price Waterhouse Coopers and her focus was in finance, particularly in areas of corporate reconstruction, financial analysis/reviews and business valuations in various industries.

She also has experience in corporate lending and fund management. Chinee has a deep understanding of investments. She was a fund manager at ING Asia Pacific where she managed stock portfolios. She has held management level positions in international financial corporations that are in joint ventures with companies in Asia such as UBS, Rothchilds and ING Asia Pacific.

Chinee also owns an integrated print marketing business – Promoto Marketing. She has been able to utilize her understanding of business models to always strive to ensure that her clients get the best returns for their marketing budget. As an owner of an established small business, she understands the challenges and opportunities of being a small business owner.

Chinee has an accounting and finance degree from the University of Otago, New Zealand. She travels frequently to Asia and has an interest in researching and collecting 19th century Asian pottery.

Doug Boedecker Photo
Douglas Boedecker
Broker - DRE #01803693
Doug Boedecker Photo
Douglas Boedecker
Broker - DRE #01803693

Business Broker/Mergers and Acquisition Advisor, has an extensive record of success in marketing and management within several industries including, solar power equipment and installations, information technology, telecommunications, investment real estate, landscaping services, office machines, contract manufacturing, physical fitness services and high quality herbal products distribution.

His responsibilities, ranging from strategic guidance and overview to hands-on implementation, has given him a unique perspective for analyzing and presenting the strategic value of a company and in identifying appropriate candidates for corporate sale, merger or acquisition. Douglas’s versatility and problem-solving ability in this wide variety of industries has given him the ability to recognize potential issues and opportunities unique to both buyer and seller, along with the experience necessary to develop solutions to problems, and suggest a deal structure that will maximize the benefits of, a business sale transaction.

Doug is an expert at finding, building and managing relationships that can result in successful completion to complex, difficult and obstacle-ridden transactions, and bringing those transactions to fruitful closure.

He has been a pioneer in adapting solar power to exploit the energy-use profile of food-processing companies. Douglas’s clients included the first solar-powered winery in the Santa Cruz mountains and the first commercial-sized solar power system in California to be installed and operated without a government subsidy rebate.

Douglas, an Academic All-American, received his degree from northern California’s Chico State University, where he was a key member of its football team. He subsequently served as an adventure sport guide in the Greek islands leading clients in cliff diving and snorkeling. He enjoys cooking, gardening & raising his son in Livermore, CA, where he’s lived since 2011.

Gene Tenczar Photo
Gene Tenczar
Broker - DRE #01164830
Gene Tenczar Photo
Gene Tenczar
Broker - DRE #01164830

Gene Tenczar, Merger & Acquisition Advisor, has over forty years experience with the acquisition, development, management, growth and sale of businesses. His work has been with companies ranging from Silicon Valley startups to Fortune 500 corporations in positions including Manager, Consultant, CEO and Owner. His managerial, entrepreneurial and advisory roles, in both domestic and international business environments, has given him the tools for acute financial and operational analysis. He has a broad insight into the issues of business transition and integration, into strategies for sound growth through acquisition, as well as into exit strategies for owners ready to sell. He can find and put together companies that belong together.

His industry experience has been in the information technology, electronics, real estate, energy and power supply areas. Although a particular strength has been in selling big-ticket items, his career trajectory, with a span from designing peripherals for mini-computers, through senior marketing and sales positions for major international corporations, to ownership, with the founding, building and selling of his own company, has given him the expertise that comes from hands-on experience with every significant function of business enterprise.

Gene, whose original training was in electro-mechanical design, received his Bachelor of Science Degree in Business Management from Pepperdine University. He lives with his family in San Jose.

Steve Wade Photo
Steve Wade
M & A Advisor
Steve Wade Photo
Steve Wade
M & A Advisor

Steve Wade, MBA, JD, M & A Advisor, with over fifty years in business acquisitions and sales, marketing, management systems, planning and development has been a manager, executive and consultant for international corporations as well as small and mid-sized companies. His consulting and management experience includes work in financial services, commercial and industrial real estate, manufacturing, mining, metals, chemicals, broadcasting, telecommunications, construction materials, litigation consulting and international investment banking.

Steve has a comprehensive understanding of the strategies and processes for preparing and positioning a business for sale and for finding and matching the appropriate buyer for it. He helps business owners develop an exit strategy that secures an orderly succession and converts the equity in their business into the maximum income stream with the minimum tax impact.

He received his MBA and a degree in Economics from Stanford University, as well as a JD from the University of California School of Law in Berkeley. He and his family are avid Alpine and Nordic skiers and enjoy high altitude hiking and camping. Steve pursues lifelong interests in musical performance and photography.

Jeff Weinstein Photo
Jeff Weinstein
Broker - DRE #02061876
Jeff Weinstein Photo
Jeff Weinstein
Broker - DRE #02061876

Jeff, a self-described serial entrepreneur, has founded, owned, managed and sold several light manufacturing and service businesses. His breadth of experience in developing and preparing for sale a number of his businesses has given him a unique insight into the challenges and opportunities, into the intellectual and emotional issues inherent in owning and selling a business. He knows, from personal experience, how to work through the operational, financial and procedural problems that are characteristic of a successful business ownership transition, whether disposition, acquisition or merger. Jeff is prepared to serve his clients as an advisor and intermediary for everything from lower middle market mergers to small business sale transactions.

In addition to his several ownership positions, he has served in CEO, Vice President, Sales Management and Business Development positions. The industries he has been involved in include plastics, industrial design, medical devices, printing, promotional products and displays, fitness facilities, and food and beverage products.

Jeff’s degree in Industrial Marketing from Michigan State was followed by studies at UC Berkeley.

He lives with his wife in Berkeley. Although recognized for his enthusiasm and expertise in fine wine and food, he is also well known for his performance as a competitive, long-distance open-water swimmer, having swum the Golden Gate Bridge and the Escape From Alcatraz swims several times and maintaining his fitness by swimming several miles per week.

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