Randy Katz, Cfa

Randy Katz, Cfa Email and Phone Number

Principal at Synesis Advisors, Business Broker @ California Association of Business Brokers (CABB)
Randy Katz, Cfa's Location
San Francisco, California, United States, United States
Randy Katz, Cfa's Contact Details

Randy Katz, Cfa work email

Randy Katz, Cfa personal email

Randy Katz, Cfa phone numbers

About Randy Katz, Cfa

Randy founded Synesis Advisors with the intention to bring high-end, client-focused advisory work to the main-street business owner. He has been providing lower-middle market M&A services since 2011, having consulted with hundreds of businesses on their exit plans, and leading business owners and acquirers through the M&A process. His client-centric model focuses on providing attention to detail and high-touch communication that reduce the complications, frustration, and anxiety that a business transaction can bring. Prior to becoming a business intermediary, Randy spent seven years on Wall Street, most recently as a financial analyst where he researched and valued companies with market capitalizations ranging from $100 million to $1 billion+. He has spent extensive time with C-level executives assessing business models, growth strategies and assumptions, and valuation methodologies. He has been published extensively providing recommendations on the purchase and sale of these associated businesses. Randy is a proud member of the Rotary Club of San Francisco, the California Association of Business Brokers (CABB), the International Business Brokers Association (IBBA), the Council of Business Advisors, and ProVisors. Randy is also a CFA Charterholder. In his spare time, Randy enjoys running and has completed over fifteen races, from the marathon to the 100-mile distance. As a former All American wrestler, he can be found travelling throughout California officiating high school wrestling.

Randy Katz, Cfa's Current Company Details
California Association of Business Brokers (CABB)

California Association Of Business Brokers (Cabb)

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Principal at Synesis Advisors, Business Broker
Randy Katz, Cfa Work Experience Details
  • California Association Of Business Brokers (Cabb)
    President
    California Association Of Business Brokers (Cabb) Jan 2022 - Present
    San Francisco Bay Area
    Overseas all aspects of the state association, including budget, membership, education, annual conference, standardized forms, and communication.
  • California Association Of Business Brokers (Cabb)
    Member Board Of Directors
    California Association Of Business Brokers (Cabb) Jan 2019 - Present
    San Francisco, California, United States
    Chair of conference committee & webinar committee
  • Synesis Advisors
    Principal
    Synesis Advisors Mar 2016 - Present
    San Francisco
    Sell side and buy side representation of business owners and buyers.

Randy Katz, Cfa Skills

Valuation Business Valuation Mergers And Acquisitions Investments Due Diligence Financial Modeling Strategic Planning Equity Research Business Sale Business Acquisition Financial Analysis Corporate Finance Capital Markets Start Ups Entrepreneurship Finance Management Equity Valuation Negotiation Private Equity Strategy Competitive Analysis Small Business Portfolio Management Mergers Business Planning Marketing Strategy Strategic Financial Planning

Randy Katz, Cfa Education Details

Frequently Asked Questions about Randy Katz, Cfa

What company does Randy Katz, Cfa work for?

Randy Katz, Cfa works for California Association Of Business Brokers (Cabb)

What is Randy Katz, Cfa's role at the current company?

Randy Katz, Cfa's current role is Principal at Synesis Advisors, Business Broker.

What is Randy Katz, Cfa's email address?

Randy Katz, Cfa's email address is rk****@****ors.com

What is Randy Katz, Cfa's direct phone number?

Randy Katz, Cfa's direct phone number is +141533*****

What schools did Randy Katz, Cfa attend?

Randy Katz, Cfa attended University Of California, Davis, Msj.

What are some of Randy Katz, Cfa's interests?

Randy Katz, Cfa has interest in Notre Dame Football, Officiating High School Wrestling, Running.

What skills is Randy Katz, Cfa known for?

Randy Katz, Cfa has skills like Valuation, Business Valuation, Mergers And Acquisitions, Investments, Due Diligence, Financial Modeling, Strategic Planning, Equity Research, Business Sale, Business Acquisition, Financial Analysis, Corporate Finance.

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