Certified Business Intermediary
Lee Sheaffer
Certified Business Intermediary
Licensed California Real Estate Broker
BRE #00689023
Lee Sheaffer, Small Business Consultant
Lee Sheaffer, Small Business Consultant
BRE #689023
Lee Sheaffer earned a CBI Designation in 2018. CBI, Certified Business Intermediary, is a credential granted by the International Business Brokers Association to “individuals who complete required course work, pass an extensive competency exam, and agree to uphold IBBA’s Professional Standards and Code of Ethics”.
Lee has a practical, working knowledge about a wide range of small business functions. She has spent more than 30 years working in, for and with small businesses as employee, manager, owner and consultant. In 1997, after 15 years as a self-employed business owner, she began consulting with small businesses. Her focus was to help them establish business processes created efficiencies, saved time and increased value and profit. She applies those same skills helping business owners get the best value for their business.
- Broker’s Estimate of Value
- Due diligence preparation
- Value enhancement consulting
- Strategic business planning
- Accounting expertise, including QuickBooks
Education and Training
- International Business Brokers Association
- California Association of Realtors
- California Association of Business Brokers
- International Council of Shopping Centers
- Certified QuickBooks Professional Advisor
- Saratoga University (pre-law courses)
- Monterey Peninsula College
Client Remarks
- Makes complex issues easily understood
- Provides invaluable insight and help from her years of hands-on experience
- A creative and patient problem-solver
- I can count on Lee to be fair and objective
- Produces results!
- Lee knows how to dig out the facts that are often not clear in a company’s financial information
If you’re thinking about buying or selling your business, we look forward to talking with you.