We aspire to be the number one small business transition firm in the country.
With offices in Colorado & Texas, we provide Exceptional business transition services where all parties leave activated and equipped for their next phase of life.
With offices in Colorado & Texas, we provide Exceptional business transition services where all parties leave activated and equipped for their next phase of life.
Caleb helps business owners get an exceptional client and buyer experience from start to finish, overseeing accurate valuations, guiding deal strategy, and managing the performance of the deal teams to make sure execution matches the outcome owners are working toward.
Caleb’s path began abroad, born in Mexico and raised in Morocco, before he built a career across private equity and commercial real estate, with transaction volume at multiple firms specializing in intermediary services, acquisitions, and development. His experience spans complex deal structuring, sourcing, strategy formation, and managing businesses and teams across dozens of industries and regions. Caleb cofounded EBA with his brothers Marcus and Chris and runs operations, deal execution, and strategy across the firm’s markets, along with managing client relationships to ensure an exceptional experience for both clients and buyers.
Caleb holds a BBA in Finance from the University of Texas and lives and works in Austin, Texas.
A successful business owner, who has partnered with Chris on many of his ventures, Marcus started his first business immediately after university and has spent his career sharpening his ability to optimize operations, build strong teams, and grow profits across the companies he’s run. He’s been an entrepreneur for over a decade, involved in many startups, and currently owns multiple businesses. Before co-founding EBA alongside his brothers Chris and Caleb, he ran a successful healthcare consulting company where he doubled revenue and profits while managing over 40 employees and consultants. At EBA, Marcus brings that hands-on operating experience to help clients sharpen their profit, people, and process – the same framework he applied to many businesses with a proven track record of success.
Greg is a dynamic business development expert with a portfolio spanning sports, energy, defense, and non-profit sectors. His military discipline, fused with startup agility, equips him with the unique insight to streamline operations and optimize cost and profit centers across organizational structures.
Greg believes that business owners and their businesses are the single highest agents for change in the local community. He is passionate about helping business owners achieve their dreams, in whatever capacity he is called. He joined EBA after experiencing first-hand EBA’s unique service-based approach to prioritizing people and their dreams above profit. Greg will be responsible for managing clients in the Austin market, specifically client on-boarding, business valuation, deal negotiation, media capture, marketing strategy, and systems and tech application.
Daniel helps business owners untangle complex or messy financials into something clear, build the models and processes that bring order and consistency to their business, and translate all of it into something simple enough for owners and staff to actually use.
With ten years in public accounting, most recently as a tax supervisor managing staff and a diverse client portfolio with a specialty in real estate, Daniel has built a reputation as a technical expert who takes on the most complex work, delivers at a high level, and communicates clearly throughout. Joining EBA was personal for him from the start, the chance to work alongside family, and a natural extension of his technical background, with a much more direct hand in shaping outcomes that matter to people. He believes small business owners are the drivers of our economy, and that there’s enormous untapped opportunity for them to take back control of their time and align their personal, financial, and business goals, often through fairly simple processes they haven’t had the bandwidth to put in place.
Daniel grew up overseas with his parents and siblings and holds a Master of Accountancy. Outside of work, he enjoys the gym and is always refining his cappuccino-making process.
Isaac helps buyers and sellers stay on track through the deal process, keeps due diligence and listing operations moving without dropped balls, and makes sure clients feel guided, not just processed, from start to close.
As a client experience associate at EBA, Isaac handles buyer and seller communications, manages deals, coordinates due diligence, runs listing operations, and keeps EBA’s CRM and processes organized. He joined EBA to master the fundamentals of business, drawn by the chance to combine his interest in business with his legal background and be part of a high-performing team building something meaningful. He believes business is one of the most powerful platforms for people to reach their personal and professional goals, and loves helping sellers realize the value they’ve built over years of work while helping buyers unlock a tool that can shape their future.
Isaac is originally from Mississippi and one of six siblings. He’s currently pursuing his JD at the University of Denver Sturm College of Law, and spends his free time doing CrossFit and getting outdoors.
Derek helps business owners think about what’s next, guiding them through why exit planning matters and why starting early gives them more options down the road.
He spends his time connecting with business owners through outreach, networking, and referral relationships, learning about their businesses and long-term goals, then connecting them with the right people and resources at EBA. Derek believes every business owner will eventually transition out of their business in some way, and the earlier they understand what it’s worth and start planning for that transition, the more options they’ll have.
Derek is a Colorado native, and getting to know local business owners and the communities they’ve built has only deepened his appreciation for the state. He’s passionate about seeing Colorado’s business community continue to grow and is proud to play a role in helping it thrive.
We help business owners achieve dream outcomes for their life’s work. Our process provides clients clarity and courage for the transition and the road ahead.
Our company values are the foundation for every client interaction and decision made during the business transition process.
Our values fuel our passion for business, and allow us to fulfill our mission and create the change we want to see in the world.
We respond faster and more effectively than anyone, period.
We guide both clients and buyers through a clear, and efficient process.
Every process is detailed, and embedded in technology for easy use by our team and all parties to the transaction.
We buy, build, and operate businesses so we understand your pain points from personal experience.
Our team treats every client and buyer as human beings and friends, not transactions.
Every problem has many great solutions. We as a team will find a way to create a great outcome for both parties.
Please fill out our Contact Form and we’ll get back to you shortly to set up a call with one of our Business Transition Experts.
422 E Vermijo Ave, Ste 200-A
Colorado Springs, CO. 80903
(719) 785 – 0494
7710 Rialto Blvd.
Austin, TX. 78735
(512) 764 – 0159
200 N Loraine St, STE 1304.
Midland, TX. 79701.
(432) 219 – 2515