| Positions |
Industry |
Roles |
Relationship |
| Aickinstrut Inc. |
Composite Struts |
Board, Investor |
1986-1989 |
| Adventure NW Magazine |
Regional Travel Tabloid
Magazine |
Publisher, Investor |
1994-1996 |
| American Contemporary Dance
Co. |
Modern Dance Company |
Board, Chairperson |
1980-1984 |
| Capital House |
Executive Suite Office
Building |
Board, President, Founder,
Investor |
1980-1984 |
| Champion Broadcasting |
Radio Stations |
Board, Investor |
1980-1984 |
| CPC Equipment |
Shelving Distributor |
Board, Investor |
1989-1994 |
| Empty Space Theater |
Theater Company |
Board |
1980-1986 |
| Exco Partnership |
Outdoor Publications Joint
Venture |
Management, Board |
1994-1996 |
| Extreme Publishing |
Outdoor Publications |
Board, President, Founder,
Investor |
1992-1996 |
| Finito
Services |
Management
& Marketing |
Cofounder |
1999- |
| Gallery
Concerts |
Small Venue
Chamber Music |
Board |
1998- |
| Handsome Productions |
Audio Production House |
Board, President, Founder |
1974-1977 |
| Imagicorps |
Exhibit Company |
Board , Consultant |
1990-1991 |
| Institute of Business
Appraisers |
Trade Association |
Member |
1984-current |
| International Assoc.
Business Brokers |
Trade Association |
Member, Committee:
Affiliates |
1991-1995 |
| International Assoc.
Business Brokers |
Trade Association |
Member, Committee: Education
|
1991-1995 |
| KMED Radio |
AM Radio Station |
Board, Investor |
1980-1982 |
| M&A Source |
Trade Association |
Committee chair; Education
|
1992-1995 |
| M&A Source |
Trade Association |
Committee: Membership |
1992-1995 |
| Martin Furniture |
Office Furniture
Manufacturer |
Board, President |
1989-1989 |
| May / Partners Advertising
|
Advertising & PR Agency
|
Board, President, Founder
|
1974-1979 |
| North Cascade Heli-skiing
|
Heli-ski Operator |
Board |
1992-1993 |
| NW Assoc. Business Brokers
|
Trade Association |
Board, President, Founder |
1991-current |
| NW Satellite |
Wireless Cable TV |
Board |
1990-1991 |
| NW Skier Magazine |
Regional Tabloid Magazine
|
Publisher, Investor |
1992-1996 |
| Pierce County Business
Examiner |
Business Publications |
Board |
1992-1994 |
| Plumbob
Publishing |
Specialty
Publications
|
Board
President |
2002- |
| Pyramid Recording |
Audio Recording Company
|
Board, President, Founder |
1974-1978 |
| Quality Press |
Business Printer |
Board |
1990-1991 |
| Redstone
Internet |
ISP &
Revenue Websites |
Board,
President |
1999- |
| Seattle Advertising
Federation |
Trade Association |
Member |
1975-1979 |
| Seattle Ski Alliance |
Ski Association |
Advisor |
1992-1993 |
| Stewart Street Corporation
|
Executive Suite Office
Building |
Board, President, Founder
|
1992-current |
| Stonemark Corporation |
Merger & Acquisition
Intermediaries |
Board, President, Founder |
1973-current |
| Sunspot
Vacation Rentals |
Vacation
Rental Management
|
Board,
Co-Founder, President |
1999-2004 |
| Tenway, Ltd. |
Customer Clothing Company
|
Board, President |
1981-1983 |
| THD Electronics |
Guitar Amplifier Company
|
Board |
1990-1991 |
| Vacation
Rentals Owners Association
|
International
Trade Organization
|
Founder,
Board, President |
2002- |
| Washington Athletic Club
|
Athletic & Social Club
|
Committee: Social |
1987-1989 |
| Washington Creek Ranch |
Guest Ranch Development |
Board, Founder, President |
1991-1995 |
| Willapa
Properties |
Real Estate
Investment Firm |
Board,
Co-Founder, President |
1999-2004 |
|
|
|
|
| Presentations |
Audience |
Topic |
Date |
| American Express Financial
Advisors |
NW Financial Advisors |
Introduction to Business
Valuation |
02/95 |
| Ben Bridge Jewelers |
Managers Group |
Introduction to Advertising
Agencies |
05/77 |
| Berntsen Porter CPA's |
Accountants |
Introduction to Business
Valuation |
09/95 |
| California Business Brokers
Assoc. |
Brokers & Intermediaries
|
Growing from Main Street to
M&A |
11/94 |
| City University |
MBA Students |
How to Become a M&A
Intermediary |
01/90 |
| Colliers International |
Commercial Real Estate
Agents |
Dealing with Outside
Advisors |
02/96 |
| Commerce Bank |
Loan Officers |
Introduction to Business
Appraising |
06/90 |
| Department of Housing &
Urban Develop. |
Regional Management |
Introduction to Advertising
Agencies |
04/75 |
| International Business
Brokers Assoc. |
Brokers & Intermediaries
|
Servicing Your Buyers &
Sellers |
10/94 |
| International
Business Brokers Assoc. |
Brokers & Intermediaries
|
Comparing Main Street to
M&A |
10/94 |
| International Business
Brokers Assoc. |
Brokers & Intermediaries
|
Dealing with Outside
Advisors |
05/95 |
| M&A Source |
US Intermediaries |
Advanced M&A
Negotiations: Role Play |
10/94 |
| Merger & Acquisition
Source |
Brokers & Intermediaries
|
Selling versus Marketing
|
05/95 |
| Michigan Business Brokers
|
Brokers & Intermediaries
|
The Nuts & Bolts of
Seller Project Marketing |
9/96 |
| Michigan Business Brokers
|
Brokers & Intermediaries
|
Working with Outside
Advisors |
9/96 |
| Pizza Hut |
Regional Manager |
Introduction to Advertising
Agencies |
07/77 |
| Reed McClure Law Firm |
Lawyers |
Intro to Business Brokers,
the paradox |
05/95 |
| University of Washington
|
MBA Entrepreneurs Group
|
How to Become a M&A
Intermediary |
10/93 |
| Vancouver,
BC Business |
Business Brokers |
Mergers & Acquisitions
in the US |
02/92 |
| Vancouver, BC Business |
Business Brokers |
Building a Fee Based
Practice |
11/95 |
| VROA
Newsletter |
Rental Owners
& Suppliers |
Editor and
Columnist |
2003- |
|
|
|
|
| Teaching |
Topic |
Dates |
| International Business
Brokers Assoc. |
How to Sell & Conduct
Acquisition Searches |
10/94 |
| International Business
Brokers Assoc. |
How to Sell & Conduct
Acquisition Searches |
05/95 |
| Stonemark University |
Rules of Engagement for
Business Brokers & Intermediaries |
1996 |
| Stonemark University |
Machine Gun Marketing
Techniques for Brokers & Intermediaries |
1996 |
| Stonemark
University |
Nuts & Bolts of Seller
Project Marketing, Guide & Checklist |
1996 |
| Michigan Assoc. of Business
Brokers |
Modern Day Rules of
Engagement |
9/96 |
| Michigan Assoc. of Business
Brokers |
Machine Gun Marketing for
Brokers & Intermediaries |
9/96 |
| NW Association of Business
Brokers |
How to Sell & Conduct
Mid-market Seller Engagements |
(p) |
| Stonemark Investment Bankers
|
Private Buyer Previews
|
01/ 95 |
| Stonemark University |
How to Make More &
Better Acquisitions |
1995-1996 |
| Stonemark University |
How & When to Sell your
Company for the Best Profit |
1996 |
| NW Association of Business
Brokers |
How to Sell and Conduct
Acquisition Searches |
1996(s) |
| NW Association of Business
Brokers |
How to Build a Fee Based
Practice |
1996(s) |
| NW Association of Business
Brokers |
Modern Day Rules of
Engagement for brokers & Intermediaries |
1996(s) |
| NW Association of Business
Brokers |
Machine Gun Marketing for
Brokers and Intermediaries |
1996(s) |
| NW Association of Business
Brokers |
How to Market a Company for
Sale - A Guide & Checklist |
1996(s) |
|
|
|
| Publications, audio & video |
Topic |
Date |
| Advertising Industry
Newsletter |
Converting From Commission
to Fees |
1977 |
| Audio tape by Business
Brokerage Press |
80/20 series - Dealing with
Outside Advisors |
1995 |
| Audio tape for Business
Buyers |
How to Buy Your Own Small
Business and Live Happily Ever After |
1996(s) |
| Audio tape for Business
Buyers |
How to Expand Your Company
Through Acquisition |
1996(s) |
| Audio tape for Business
Sellers |
Planning Ahead for the Sale
of Your Business |
1996(s) |
| Audio tape for Business
Sellers |
Succession Planning.
Questions to Ask Before You Begin |
1995 |
| Audio tape for Business
Sellers & Advisors |
10 Commandments of Selling
Out Prosperously |
1995 |
| Audio, Video & Textbook
for Buyers & Advisors |
10 Commandments of
Fortuitous Acquisitions |
1996(s) |
| Blood & Guts,
M&A Industry Newsletter |
Publisher, Editor &
Writer |
1994 (s) |
| Changing Hands Anthology,
I |
Editor & Contributor
|
1994 |
| Changing Hands,
M&A Newsletter |
Publisher, Editor &
Writer |
1991-1994 |
| First Alert Buyer
Bulletin |
Editor |
1996(s) |
| IBBA Journal |
New Apprenticing Program
Develops Winning Associates |
06/95 |
| IBBA Journal |
Video Tape Yourself to
Create Quick, Easy and Effective Training |
06/95 |
| IBBA Newsletter |
Top 10 Reasons to Join the
IBBA: Don't Miss the Boat |
07/95 |
| Marketing, Regional
Industry Magazine |
The Challenge of Selling
Companies |
1988 |
| Merger & Acquisition
Source Video |
Member Video |
1994-1996 |
| Sampler Business Dossier for
Seller M&A |
Writer & Editor |
1995 |
| Sampler Business Evaluation
for Seller M&A |
Writer, Analyst & Editor
|
1995 |
| Sampler Financial
Examinations for Seller M&A |
Analyst & Editor |
1995 |
| Sampler Legal Documents for
M&A Practice |
Grand Stand Legal Documents
- WP documents in Book and Disk |
1995 |
| Sampler Seller Project
Marketing Plan |
Hot Shot Seller Marketing
Tool - Spread Sheet in Book and Disk |
1995 |
| Sampler Transaction
Calculator |
Major Money Calculator -
Spread Sheet in Book and Disk |
|
| Stehekin Choice Magazine
|
A Remarkable Phone Call
|
1996 |
| Stehekin Choice Magazine
|
Trolls, Bumblers and other
License Jerkers |
1996 |
| Textbook for Accountants |
Machine Gun Marketing for
Accountants |
1995 |
| Textbook for Brokers &
Intermediaries |
Machine Gun Marketing for
Business Brokers & Intermediaries |
1995 |
| Textbook for Brokers &
Intermediaries |
Rules of Engagement for
Business Brokers & Intermediaries |
1995 |
| Textbook for Brokers &
Intermediaries |
Seller Project Marketing
Made Quick & Easy |
1995 |
| Textbook for Business
Advisors |
Introduction to Business
Brokers & Intermediaries |
1995 |
| Textbook for Business
Advisors |
Introduction to Business
Valuations |
1995 |
| Textbook for Business
Advisors |
Introduction to Buying
Mid-sized Companies |
1996(s) |
| Textbook for Business
Advisors |
Introduction to Financial
Statement Recasting |
1995 |
| Textbook for Business
Advisors |
Introduction to Selling
Mid-sized Companies |
1996(s) |
| Textbook for business buyers
|
How to Make More &
Better Acquisitions |
1995 |
| Textbook for business
sellers |
How & When to Sell Your
Business |
1995 |
| Textbook for Intermediaries |
How to
Sell & Conduct Acquisition Searches |
1994 |
| Textbook for Lawyers |
Machine Gun Marketing for
Lawyers |
1995 |
| Video for Brokers &
Intermediaries |
How to Sell & Conduct
Acquisition Searches |
1995 |
| Video for Business Buyers
|
How to Make More &
Better Acquisitions |
1995 |
|
|
|
| Education |
School |
City |
Dates |
| Hopkins Junior High |
Junior High School |
Aberdeen, WA |
1966 |
| Weatherwax High School |
High School |
Aberdeen, WA |
1969 |
| Grays Harbor College |
Associate of Arts |
Aberdeen, WA |
1971 |
| Washington State University
|
Bachelor of Arts -
Communications |
Pullman, WA |
1973 |
| Seattle First National Bank
|
Accounting for Managers
|
Seattle, WA |
1975 |
| Seattle First National Bank
|
Financial Analysis for
Managers |
Seattle, WA |
1975 |
| Internal Merger &
Acquisition Consultants |
Intermac Education
Conference |
Minneapolis, MN |
1983 |
| IBBA - M&A Source |
Educational Conference |
Las Vegas, NV |
1992 |
| International Business
Brokers |
#101 -Principles-Ethics
Business Brokerage |
Las Vegas, NV |
1992 |
| International Business
Brokers |
#102 -Analyzing-Recasting
Statements |
Portland, OR |
1992 |
| International Business
Brokers |
#104 -Business Valuation |
Portland, OR |
1992 |
| M&A Source (IBBA) |
#310 -M&A of Mid-sized
Companies |
Las Vegas, NV |
1992 |
| Business Exchange Academy
|
Business Brokerage
Certification Program |
Bellevue, WA |
1993 |
| IBBA - M&A Source |
Educational Conference |
Philadelphia, PA |
1993 |
| M&A Source (IBBA) |
#311 - Business Planning
Basics |
Las Vegas, NB |
1993 |
| M&A Source (IBBA) |
#312 -Merger &
Acquisition Search Process |
Las Vegas, NV |
1993 |
| M&A Source (IBBA) |
#313 -Business Planning
Basics |
Las Vegas, NV |
1993 |
| Corum Conference Series
|
Selling Up, Selling Out
|
Bellevue, WA |
1994 |
| Geneva Business Services
|
Geneva Affiliate Conference
|
Irvine, CA |
1994 |
| IBBA - M&A Source |
Educational Conference |
Orlando, FL |
1994 |
| International Business
Brokers Assoc. |
#204 - Developing a
Fee-based Practice |
Orlando, FL |
1994 |
| M&A Source (IBBA) |
#303 -Marketing the M&A
Practice |
Orlando, Fl |
1994 |
| M&A Source (IBBA) |
#307 -Negotiating Techniques
for M&A Process |
San Francisco, CA |
1994 |
| M&A Source (IBBA) |
#313 -How to Sell &
Conduct Acquisition Searches |
Orlando, FL |
1994 |
| NW Association of Business
Brokers |
#110 -Analyzing &
Recasting Financial Statements |
Seattle, WA |
1996 |
| NW Association of Business
Brokers |
#120 -Business Valuation
|
Seattle, WA |
1996 |
| Sales Develop. Corp./Contact
Influential |
Building a World Class Sales
Force |
Seattle, WA |
1994 |
| IBBA - M&A Source |
Educational Conference |
Chicago, IL |
1995 |
| Institute of Business
Appraisers |
IBA Educational Conference
|
Las Vegas, NV |
1995 |
| Institute of Business
Appraisers |
Understanding CBA
Requirements |
Las Vegas, NV |
1995 |
| Institute of Business
Appraisers |
Using Transaction Data to
Value Businesses |
Las Vegas, NV |
1995 |
| M&A Source (IBBA) |
#309 -Management and M&A
|
Chicago, IL |
1995 |
| Red Carpet Real Estate
School |
Real Estate Finance |
Seattle, WA |
1995 |
| US Government |
White House Conference on
Small Business |
Seattle, WA |
1995 |
| Washington Real Estate
Academy |
Instructor Development
|
Edmonds, WA |
1996 |
| IBBA - M&A Source |
Educational Conference |
Dallas, TX |
1996 |