Rob Hartman

About Rob Hartman

Rob is known for his professionalism, exceptional service, and determination to complete even the most complex transactions. Each of his clients receives the same personalized service, regardless of business size. From restoring British cars and helping to build his family home in Pennsylvania to working in high-tech Silicon Valley and operating his own Commodity Trading Advisor hedge fund, Rob can relate to just about any client and business situation.

Rob and his team are sell-side advisors with a presence and team members operating locally in California, Arizona, and Nevada. Some sectors of specialization include construction and construction services, HVAC, plumbing and other commercial services, manufacturing, precision machining, and metal fabrication.

Rob works to make the M&A process as simple and effective as possible. He knows that business owners generally go through the business sale process once. It is the advisor’s job to leverage their professional skill set to organize and execute the sale process as simply and smoothly as possible, to the benefit of the seller and everyone involved in the process.

As a first step in the M&A process, Rob and his team work methodically with potential sellers to fully understand the seller’s goals, the details of the business, and how best to package, market, and sell the business. This investment in the earliest phase of the process is crucial to a successful sale. From Reno, just a short drive from Sacramento and the SF Bay Area, Rob guides Nevada and Northern California clients through the mergers and acquisitions process.

Rob and his team use a simple set of criteria to forecast a successful sell-side engagement: do we understand the business and see its value in the marketplace; is the owner truly committed to selling; and do we get along with the seller. If all three criteria are met, Rob says, “we run our process and work together as a team to complete a deal and achieve our client’s goals.”