The SM&A Team

Angela Cho is a seasoned M&A Advisor with a laser focus on valuations. With a background as a Certified Public Accountant (CPA) and seven years of personal experience as a business owner in the dynamic world of eCommerce, Angela brings a unique blend of financial acumen and entrepreneurial insight to the table. Angela's eCommerce journey has been marked by diversity, encompassing a wide range of products and markets. This hands-on experience has equipped him with a profound understanding of what drives the value of a business in today's ever-evolving digital landscape. Notably, Angela's expertise extends beyond financial metrics, as he boasts extensive knowledge of taxation and its intricate influence on business valuations. Whether you're considering a strategic move in the M&A arena or simply seeking clarity on your business's true worth, Angela Cho is your go-to advisor. With a commitment to precision and a wealth of eCommerce experience, he can guide you through the intricate world of valuations and empower you to make informed, strategic decisions that align with your objectives.

Selling a business or commercial property is a specialty for Marshall, who has made his mark on a menagerie of industries having owned over 45+ companies. These include automotive, aviation, construction, film, healthcare, real estate and software, to name a few, but it is his philanthropic work benefitting children and the community that is perhaps his most fulfilling endeavor. A determination to have all of his companies donate to charity has allowed him to construct a Children’s Wing on the UNBC hospital, an outdoor patio for a pediatric ward, a Cancer Lodge Family Room, an outdoor all-wheels park for kids, and large donations to over 30 other charities. Marshall has orchestrated the donation of over $5 million dollars to charities these past 15 years, earning him the title of “The Face of Philanthropy”, and with every sale he donates 50% of his commissions to charity.

Ryan, an adept negotiator specializing in Confidential Business Sales & Acquisitions, is eager to assist you, whether you are buying or selling. His proficiency in Self-Directed Securities Trading and Personal Real Estate Investments stems from a deep-seated passion for Business Analytics and Real Estate, leading to personal success. With a background in engineering as a Control Room Operator—a high-stakes, high-stress, fast-paced role—Ryan recognizes the significance of collaborative efforts. He emphasizes the value of "Working Together" by efficiently leveraging the expertise of all team members to achieve exceptional results promptly. Our team, comprising qualified experts in Tax, Due Diligence, Pre/Post Sale Financial Planning, Investment Advisors, Business Planning, and Business Valuations, collaborates to help you prepare and market your business for the most favorable negotiation outcomes. Feel free to reach out to Ryan for inquiries about available Business Opportunities or to gain insights into our confidential business sales process.

With a distinctive blend of design expertise and creative thinking, Kristie is a force in the realm of business marketing. Her background in design, coupled with her role as a certified business broker, positions her uniquely at the intersection of creativity and commerce. While Kristie's marketing journey began with a passion for design, her current mission revolves around managing our innovative marketing processes and crafting confidential marketing materials that not only protect but also elevate a business's narrative. Deeply immersed in the brokerage sector, Kristie has both understood and navigated the challenges and opportunities inherent to marketing within this space. Her approach is rooted in taking requirements from the initial intake meeting and translating them into a standout creative package, ensuring every business is distinctively showcased. Kristie's extensive experience equips her to guide marketing decisions with an owner-centric lens, ensuring every narrative resonates with its intended audience. With a commitment to innovation and a tech-focused approach, Kristie streamlines the marketing process, ensuring efficiency and impact. As a creative powerhouse in the M&A landscape, Kristie leverages her skills, network, and innovative spirit to deliver unparalleled results. Let's embark on a journey to make your business shine.

With over 18 years of experience at the intersection of tech/SaaS and industry, Jeff is a seasoned professional—a 4x founder, investor, advisor, and Certified Business Broker. While Jeff's M&A journey began with selling businesses, his current mission is to bridge the gap between owners and investors in the tech and industrial sectors, offering a distinct advantage in the complex landscape of mergers and acquisitions. With industry immersion, Jeff has not only understood but lived the challenges and opportunities unique to the sector. His entrepreneurial background equips him to guide crucial decisions with an owner-centric approach. Jeff's extensive network ensures access to countless potential deal partners. A tech-focused, transparent approach streamlines the process, while global resources, backed by a licensed team, support local and worldwide needs. As a tech-savvy M&A connector, Jeff leverages his experience, network, and innovation to deliver exceptional results. Let's connect to achieve your M&A goals together.