Jeffrey D. Jones, ASA, CBA, CBI

EDUCATION and PROFESSIONAL DESIGNATIONS:
Jeff holds a masters degree in business from Pepperdine University and is licensed by the Texas Real Estate Commission and the Texas Securities Commission.

He is a designated member of:
• The American Society of Appraisers (ASA)
• The Institute of Business Appraisers (CBA)
• The Texas Association of Business Brokers (BCB)
• The International Business Brokers Association (CBI).

APPRAISAL AND BUSINESS BROKERAGE EXPERIENCE:
Jeff is President of Advanced Business Brokers. Since 1976, he has been involved in appraising and selling small to midsize businesses, including manufacturing, distribution, retail and service companies. He and his staff have sold over 1,000 businesses in Texas and the Southwest United States.

As President of Certified Appraisers, Inc., he manages the firm's multidicipline appraisal practice, including the valuation of businesses, machinery and equipment, and real estate. He frequently testifies in depositions and courts of law as an expert witness on valuation issues. His clients include closely held companies, publicly-held companies, the IRS and other governmental agencies.

As a member of SCORE, the U. S. Small Business Administration's business consulting group, Jeff serves as an instructor and counselor for entrepreneurs starting new businesses, or helping existing business owners improve their profitability.

PUBLICATIONS, ARTICLES, AND SPEECHES
Jeff is the co-editor of the Handbook of Business Valuation and Mergers and Acquisitions Handbook for Small and Midsize Companies published by John Wiley & Sons, Inc. He has written many articles on valuation and merger & acquisition issues, and is a featured speaker at many professional associations. email: jdj@advancedbb.com

phone: 713-680-3290

Jay Brosky

A Texas-licensed and California-licensed Real Estate Broker with twenty-five years of business and real estate experience, Mr. Brosky has a broad range of expertise as a principal/broker representing business opportunities and commercial real estate. Having owned and operated over a dozen of businesses himself -- in addition to facilitating business acquisitions & dispositions and commercial property sales and leasing -- Jay understands transactions from both the seller’s and the buyer’s perspectives.

After earning a Bachelor’s of Business Administration - Finance, Jay pursued his entrepreneurial side, and spent the following fifteen years starting, expanding, and selling a number of businesses, while maintaining real estate licensing in Texas. After being recruited into Corporate America, he spent seven years with a Fortune 100 company, eventually re-locating from Texas to California. After the entrepreneurial itch returned, Jay rejoined the ranks of the small business owner, where he formed a real estate office in California. During this time he earned a Master’s of Business Administration from California State University. Returning to his roots, Mr. Brosky returned to the Houston area in 2011, joining Advanced Business Brokers.

In addition, Mr. Brosky has consulted small business start-ups, taught college-level business courses, and is a member of the Texas Association of Business Brokers, the Service Corps of Retired Executives (SCORE), and Rotary International.

Shan Chen

Ms. Shan Chen cultivates her professional career in both for profit and nonprofit business arenas.

In the for profit business sector, she started from a public accounting practice and developed into real estate multi-family property acquisition, management and liquidation in Texas, Louisiana, Florida, Nevada and Oregon. Ms. Chen also owned and operated franchise stores and a retail store.

In the nonprofit business sectors, Ms. Chen served accounting and treasury functions for a public charity organization and a nonprofit consulting firm.

With solid investment and operation experiences, Ms. Chen currently serves business community as a business appraiser and a business intermediary providing services from the initial marketability assessment, business valuation to the final closing. Ms. Chen is the managing member of Congruent Business Valuation, LLC registered in the state of Texas.

Ms. Chen is a volunteer business counselor at SCORE, a resource partner with Small Business Administration, providing free business counseling services to American’s small businesses. In addition to a face-to-face counseling, Ms. Chen also provides online counseling.

Ms. Chen graduated from West Texas A&M University with a master degree in accounting and a bachelor degree from National Taiwan University.

Ms. Chen is a licensed certified public accountant in Texas and a licensed real estate broker in Texas. Ms. Chen is also holding a certified business intermediary designation.

In October 2009, Ms Chen joined Advanced Business Brokers, Inc. as a business broker. She now handles the sale of small to midsize businesses.

http://www.linkedin.com/in/shanchen

Fred E. Wiggins

Mortgage banking, commercial banking and Real estate executive with over 26 years experience in all phases of originating, funding, and marketing of residential Real estate loans and properties.

Career Highlights:

• Through contacts with financial institutions and knowledge of regulatory agency policy and procedures, have purchased and sold approximately $45,000,000.00 of RTC product since September 1990.
• Previously raised approximately $10,000,000.00 from private investors to capitalize three commercial banks in Houston between 1983-1985.
• In conjunction with other investors, purchased $18,000,000.00 financial institution in 1980 that was sold in 1983 as a $90,000,000.00 institution to a large bank holding company.
• Business Brokerage and Real Estate experience:
• Proven track record marketing businesses and Commercial Real estate. Negotiated and closed in excess of $10,000,000.00 in sales.
• Co-owner of 35 agent Real estate firm. Sold in 1994.
• Co-owner of lake front recreational development purchased from RTC in 1993.
• Co-owner of 120,000 square foot office building located in the Galleria area, purchased at auction in 1993.

Marketing Experience:

• Seasoned Marketing/sales professional with many contacts throughout Texas and Louisiana. Effective prospecting, negotiating, and closing techniques, which have been utilized in multi-million dollar transactions.
• Number one sales producer for mortgage companies, selling whole loan, servicing released mortgages with commissions in excess of $1,000,000.00 over the past five years.

Financial/Lending Experience:

• Chairman of Real Estate Investment Company engaged in purchasing and selling Real property and Mortgage loans to financial institutions and other investors throughout the United States.
• Former President/Chairman/CEO of five banking institutions in the Houston area. Intimate understanding of the economics of business projects, and ability to forecast the feasibility and profitability of business transactions. Strong lending and credit analysis experience.

Education:

1968 University of Texas BBA