president
Greg Carpenter
DRE-02058745 / 00898668
Introduction to Greg Carpenter
President – Horizon M&A Advisors
Overview
Greg Carpenter is a veteran M&A advisor and business broker with 30+ years of experience in business valuation, sales of established businesses, negotiation, and transaction management. He has successfully completed 300+ business sales, helping owners maximize value, achieve financial goals, and transition smoothly. Greg provides leadership, resources, training and inspiration for his team of M&A advisors and business brokers.
Key Strengths
- Proven record of delivering confidential, strategic sales
- Builds and leads expert deal teamsincluding accountants, attorneys, tax advisors, and financial planners
- Skilled in pre-sale optimizationto attract qualified buyers and enhance sale value
Background
- Executive roles in process controls and security systems: Product Marketing Manager, National Sales Manager, Product Development Project Manager, Materials Manager
- US Air Force – Accounting & Finance
- Early career in textile machinery manufacturing and installation across the U.S. and Taiwan
Education & Credentials
- MBA– Santa Clara University
- BA, Business Administration– University of La Verne
- AA, Real Estate– DeAnza College
Certifications
- Certified Merger & Acquisition Professional – Kennesaw State University
- Merger & Acquisition Master Intermediary – M&A Source (Fellow)
- Certified Business Intermediary – IBBA
- Leadership: 4-term Board Member – California Association of Business Brokers
Community Service
- Fee Arbitrator– Santa Clara County Bar Association (20+ years)
- Mergers and Acquisitions Master Intermediary (M&AMI)
- Certified Merger & Acquisition Professional (CM&AP)
- Fellow of the M&A Source
- Certified Business Intermediary (CBI)
- Master of Business Administration (MBA)
- M&A Source (MAS)
- California Association of Certified Public Accountants (CALCPA) (Affiliate)
- International Business Brokers Association (IBBA)
- California Association of Business Brokers (CABB)
- Santa Clara County Bar Association (SCCBA) (non-attorney arbitrator)
Advisor Insights
- All Posts
- Blog
- case study
- Newsletter Blog
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