Brad Roberson

Josh Motlong

Brad Roberson

Vice President

Brad’s main focus is ensuring that details don’t derail deals. Starting with the initial review of the profit and loss statements, Brad makes sure each business we list is supported by solid historical earnings. He prepares a marketing package that will answer almost every potential question a buyer could have and includes detailed financial and return-on-investment analyses. He excels in obtaining and distributing documentation to the many parties involved, strives for consistency, and makes sure things don’t fall through the cracks. He also connects buyers with trusted bankers, CPAs and attorneys to help with the process.

Brad’s combination of real estate appraisal training and commercial/community banking experience makes him the perfect candidate for business valuation. Without any prior credentials, Brad completed the necessary coursework, wrote the demonstration report, and obtained the Business Certified Appraiser (BCA) designation faster than anyone in the history of the International Society of Business Appraisers (ISBA). In his previous career, he built underwriting departments for small finance companies and banks. He created an efficient single-worksheet Excel model that presented financial ratios for quick credit decisions and packaged over 150 new closed loans/renewals in 2015 alone. He’s guided small business owners through the banking process, goes the extra mile to understand the true cash flow of a small business, and tells the story behind the tax returns.

The value of a small business changes with each new statement of earnings. No two deals are the same. Brad loves looking under the hood of small businesses and is always happy to tell you his unbiased opinion of value.

Brad holds bachelors and masters degrees from Texas A&M University and lives in the Texas Hill Country with his beautiful wife and daughters. He usually spends his weekends playing drums in the praise band at Oak Hills Church in San Antonio or watching/attending as many Fightin’ Texas Aggie sports events as possible.