As a Certified Business Broker (CBB), Lloyd brings over 20 years of experience in finance and marketing to his business brokerage clients. As a Chartered Financial Analyst (CFA), he developed expertise in the investment analysis and decision-making process while managing a portfolio of investments for pension funds and high-net-worth individuals. During this time, he was involved in formulating the exit planning strategy and funding numerous privately held small and mid-market companies.

Lloyd went on to establish a digital marketing agency that focused on growing revenue for local businesses. He’s founded, acquired, and sold several companies as an owner or partner in the insurance, finance, marketing, tech, and laundromat industries.

Lloyd’s unique background combining finance, marketing, and entrepreneurship along with his sales, negotiation, process development, and communication skills allow him to navigate and manage the business brokerage process for the benefit of his clients.

Experienced in but not limited to the following services and sectors. Contact for a full list.

• Lloyd is a member of the California Association of Business Brokers and the International Business Brokers Association, and the CFA Institute. He is a Chartered Financial Analyst (CFA), Certified Business Broker (CBB) and a Certified Value Builder.