Our Team

  804-381-6667
Email

Michael D. Mitchell


Michael has been actively involved in business management, business ownership, and business consulting since he graduated from The Pennsylvania State University with both Bachelors and Masters degrees in Chemical Engineering in 1982. After working for large corporations in a variety of research, sales, marketing, and business management positions he decided to increase his business knowledge and skills so he earned a Masters degree in Business Administration from Virginia Commonwealth University. Soon, his entrepreneurial spirit took hold and he left the safety of corporate life to become his own boss. He started several businesses involved with real estate, sales and marketing, and business consulting. After selling these businesses he started his own Business Brokerage firm in 2006. Michael’s knowledge of small business from the inside out gives him a unique advantage in understanding the challenges faced by small business owners. After 10+ years as a business intermediary Michael is highly regarded by his peers and business owners throughout Virginia.

  804-690-4598
Email

Phil Hoffman


Originally from Maryland, Phil has called Virginia home since graduating from Frostburg State in 2007. With a BS in Marketing, he began his sales career with Enterprise Rent-a-Car. Four years later he was afforded an opportunity to work for a non-profit where he would add Event Management and Operations to his resume. In early 2016 Phil and his family decided it was time for a change and moved south to Richmond. Though it wasn’t an easy transition, he will tell you it was one of the best decisions he has ever made. After a decade in sales and marketing, Phil has learned that his most powerful tool is his resourcefulness.

  804-389-3222
Email

Rick Carr


Rick is a local business leader with a 20-year career focus in human resources leading in successful, values-driven organizations like Ukrops, Carrier and Goodwill gives him the business acumen and understanding of people systems to support all facets of organizational evolution including start up, growth, merger, acquisition and sale. Throughout his career, from individual contributor to vice president, Rick’s dedication to innovation, ethics and organizational values has been his hallmark. Assignments such as Compliance Officer within a newly formed division of the Carrier Corporation is just one example of his commitment to successful business practices built upon integrity and transparency.  Aligned with his work experience, a BS in Business Management from Virginia Tech and a Masters in Human Resource Development from The George Washington University give Rick the foundation to help owners develop and navigate business analysis, succession and exit planning, valuation, marketing and prospecting for sale or purchase.

  717-314-7360
Email

Steven M. Mitchell


Steve has been actively involved in the area of finance since 1977. He graduated from Shippensburg University, with a business degree, and immediately put his skills to work for the U.S. Marine Corps. He was an officer and Aircraft/Helicopter pilot, but assigned duties as a comptroller while earthbound and chained to a desk. He also spent one year in purgatory as an Air Liaison Officer with an infantry(Grunt) Battalion. In order to further his career, he went on to obtain a Master’s degree in Finance from Boston University. Upon leaving the Marine Corps and starting his own financial planning practice, he continued to develop his education, ultimately receiving the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, PA. Steve is a Board member of the Society of Financial Services Professionals, as well as a Board member of the St. Joseph’s Health Ministries. The primary concentration of his practice is in the analysis and design of investment portfolios, as well as estate and personal financial planning. Steve provides financial planning services to business owners exiting their business.

  804 501 6907
Email

Lukie Wang