Meet some of our Staff
 

David C. Smith, President

 

800-274-4272 FAX: 949-715-2024
AUTO-FAX FOR DOWNLOADING
LISTINGS: 800-446-8707
www.GO2BBI.com
EMAIL: bbidsmith@aol.com

 
 

PROFESSIONAL EXPERIENCE:

BUSINESS BROKERAGE, INC., Owner/Broker of a business brokerage firm, Laguna Niguel, Ca., 1976 to present. Prior to 1978 the firm handled various types of businesses such as machine shops, liquor stores, service businesses, etc.

 
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Since 1978 the company has specialized in the sale of accounting & tax practices. Firm is involved in appraising, listing, marketing, arranging financing and selling of practices throughout California. Business Brokerage, Inc. has sold an incredible 1,400+ accounting and tax practices worth over $250 Million. Licensed Real Estate Broker in California.

SOUTHLAND BUSINESS SALES, Anaheim, Ca. 1973 to 1976. Agent for a business broker selling liquor stores, machine shops, restaurants and service businesses.

MERRILL LYNCH, Newport Beach, Ca. 1971 to 1973. Stockbroker

EDUCATION:

David Smith received his BS degree in Finance from California State University at Long Beach. He also has an AA degree in Real Estate from Santa Ana College and has taken undergraduate studies at Indiana University. Mr. Smith has completed several courses in financial planning.

David Smith has attended numerous courses and seminars including:

APPRAISING CLOSELY HELD BUSINESSES and BUSINESS VALUATION FOR ACCOUNTANTS presented by The Institute of Business Appraisers; MERGERS AND

ACQUISITIONS OF MID-SIZE BUSINESSES by Darrel Fouts, Colorado Business Consultants; BUYING AND SELLING BUSINESS OPPORTUNITIES by Wilfred Tetreault, American Business Consultants.

Mr. Smith has presented seminars on Valuation of Accounting and Tax Practices to the Orange County Society of CPA's (MAP committee), SFV EA's, Inland Society of Tax Preparers, San Diego Chapter of CSCPA's, the CSEA "Super Seminars" and many other professional groups.

Mr. Smith was also a major contributor to Valuing Small Businesses and Professional Practices by Dr. Shannon Pratt, Dow Jones-Irwin, Homewood, Illinois.

David Smith hails from Birmingham, Michigan and after college and military service settled in Orange County, California.



 

 

Rob Stack, C.P.A.

800-727-4272 FAX: 619-479-2505
AUTO-FAX FOR DOWNLOADING LISTINGS: 800-446-8707
www.GO2BBI.com
EMAIL: bbirstack@aol.com

Robert Stack, CPA is a graduate from the University of Iowa where he received a BS degree in Finance and went on to take post graduate courses in accounting in California. He obtained his CPA experience while working for a Big 4 firm in San Diego.

Professional associations of which he has been a member include the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Over the years Rob has served on boards of directors for various profit and non profit organizations in addition to teaching college accounting courses.

He currently owns and manages a $1MM plus CPA practice in Southern California and operates additional businesses. Rob enjoys sports, the outdoors and spending time with his wife and their four children.



 

 

 

Heidi Anderson, Sales Assistant


800-274-4272 FAX: 949-715-2024
AUTO-FAX FOR DOWNLOADING
LISTINGS: 800-446-8707
EMAIL: bbiheidi@aol.com

 
 
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