About
Sam Lee is a Broker at Sunbelt Business Brokers of San Francisco. He advises owners and buyers on business sales and acquisitions. He carries DRE license 01371273. He helps owners plan how they will leave their companies. He spent more than 30 years in finance and accounting roles. He served as Controller, Director of Finance and Administration, Business Manager, and CFO. He also takes Consulting CFO work as a founding member of SF Bay CFO. He holds an MBA in International Finance and a BS in Finance from Saint John's University.
Who is a good fit for Sam Lee
- Owners in Alameda who want a finance-trained broker to plan a company exit.
- Sellers of construction, engineering, or environmental services firms who want a former CFO.
- Buyers acquiring law, real estate, or internet technology companies who want M&A support.
- Leaders of small and mid-sized companies who want a founding member of SF Bay CFO as Consulting CFO.
Active listings (0)
No active listings right now.
Frequently Asked Questions
Sam Lee advises owners and buyers on selling and acquiring businesses. He joins transaction teams on those deals. His finance work has covered venture-funded start-ups and large public international companies. He helps small and mid-sized companies set financial plans and make measurable decisions.
Sam Lee held Controller, Director of Finance and Administration, Business Manager, and CFO posts. Those roles covered law, engineering, mass communications, and environmental services. He also worked in construction, real estate, internet technology, and non-profits. He also served government and defense contractors.
Sam Lee holds DRE license 01371273. He earned an MBA in International Finance from Saint John's University in New York. He also earned a BS in Finance from Saint John's University. He has taught finance and accounting to owners and their employees.
Sam Lee walks owners through a strategic exit before the company goes to market. He shows owners how daily operations shape the financial health of the company. He then handles issues that come up during marketing and sale. He brings more than 30 years in finance and accounting to those conversations.