Lloyd brings over 20 years of experience in finance and marketing to BTI Group. 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 combined with his sales, negotiation, process development, and communication skills allows him to navigate and manage the business brokerage process for the benefit of his clients.
Business brokerage for main street businesses.
- Contra Costa County, California
- Alameda County, California
- San Francisco County, California
- Marin County, California
- Sonoma County, California
- Napa County, California
- Solano County, California
- Yolo County, California
- Sacramento County, California
- Santa Clara County, California
- San Mateo County, California
Business Team, a unit of BTI Group, is the Largest Business Brokerage Firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third of a century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers.