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Staff Detail
Staff

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Steve  Zimmerman, CBI

Senior Broker – Raleigh, NC

Cell: (650) 823-6174


Ph: Cell Email: Email 1- Steve. Zimmerman, CBI
Professional Summary

Steve brings to his clients almost two decades of experience as a successful business broker, serving clients from Northern California to New Jersey, throughout the Mid-Atlantic region and now located in North Carolina.  

Steve has a wide-ranging business background with a focus on providing the highest level of customer satisfaction. Steve’s experience includes work in mergers and acquisitions, as well as small business brokerage, finance, business development, sales and account management. His skills in project management, negotiations, presentations, financial modeling, and valuation help his clients evaluate, purchase, or sell a business with confidence.  

Earlier in his career, Steve spent seven years as the owner/operator of a successful Senior Helpers in-home, non-medical care business in Northern California. In the first three years following the acquisition, the business tripled in size under Steve’s leadership.  

In Northern California, Steve also founded and operated Intero Business Brokers, built as part of a large full-service real estate firm that would be purchased by Berkshire Hathaway, where he represented more than one hundred and fifty companies. This business was built upon professionalism and second-to-none customer service. Prior to this, Steve had a corporate career that spanned some fifteen years leading activities in Mergers and Acquisitions of mid-sized technology, manufacturing, and service companies, as well as holding financial management and sales positions. He brings valuable experience in the acquisition decision process, due diligence, deal negotiations and transaction execution and closing processes to his clients.  

Steve is a member of the International Business Brokers Association (IBBA) where he holds the designation of Certified Business Intermediary (CBI) (2019) and is currently serving as the Chair of the Membership Engagement Committee. Steve holds a BS in Finance from Colorado State University and an MBA from San Jose University. He currently lives with his wife in Raleigh, North Carolina. 

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How can we help you?

With 20 years of experience and hundreds of completed engagements, we have the knowledge and proven process to guide you through a successful business transaction. You can rely on us to manage every detail with complete confidentiality.

  • Main Street
  • Mergers & Acquisitions
  • Valuations

 

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