Our Team of Business Brokers & Small Business Advocates

He is a Certified Business Intermediary (CBI) through the International Business Brokers Association. Al is a business savvy advisor to mature businesses as well as a trusted counselor to the business community assisting visionary entrepreneurs to sell, acquire, and establish new businesses. Inspired by the business communities in Florida, New Jersey, Pennsylvania, Massachusetts, and Colorado, Al works hard to help business owners navigate the challenges involved in selling their companies. His experience falls into a wide variety of industries including B2B & B2C services, construction, manufacturing, distribution, and professional services. This knowledge combined with his role as a business owner of over 10 companies allows him to offer clients a unique combination of service and perspective. Al is a Member of the International Business Brokers Association, the Colorado Association of Business Intermediaries, and the Entrepreneurs Organization. Al enjoys traveling with his wife, Jessica, and dog, Sailor, skiing, hiking and collecting wine.

After over a decade of buying, building and selling successful businesses in the wine & spirits and retail industries in Colorado and Florida, Jessica established Transworld Business Advisors - Rocky Mountain to employ her passion and experience in business by guiding others in their entrepreneurial quests. Outside of Transworld, Jessica is the President of MOD Assistants and is involved with the Denver Metro Chamber, Entrepreneur's Organization, Broadview Denver and the Rocky Mountain Microfinance Institute among other organizations. Jessica is a charismatic and savvy advisor, with a passion for outdoor recreation, her husband, Al, and pup, Sailor!

Jessica is also the host of The Deal Board Podcast, along with Andrew Cagnetta,  CEO of Transworld Business Advisors. The Deal Board is a place to learn about the best way to sell a business or acquire a new business across a wide variety of industries. The podcast's aim is to help listeners understand the process through conversations with successful entrepreneurs who have learned the ins and outs of buying and selling businesses as part of their own business endeavors.

Although the specifics of the small business world do interest him, he much prefers enjoying the finer things in life! During the business week, Sailor can be found exploring the Transworld offices looking for snacks and pets, but he truly lives for his weekends where he can almost always be found outside. Some of his favorite past times include taking long hikes, camping in the mountains, or road tripping to Carmel with his parents, Al and Jessica!

Growing up in the Aspen Valley, he got into snowboarding at a very young age. His love of mountain sports led him to help some friends open Radio Boardshop. He then pursued an opportunity to work in an outside sales position with Ride Snowboards, controlling the Rocky Mountain territory.

After a few seasons on the road and meeting his lovely wife, we settled in Denver. Seeing a few gaps in the marketplace, they built up several small businesses, a coffee shop, restaurant, liquor store, and four non-toxic nail salons. But seven businesses and two kids later, it was time for a change.

Since they can't give away the children, he and his wife sold their businesses and searched for a new career opportunity. He soon identified business brokerage as a career that could take all of the skills and small business experience he has acquired over the years and focus them into a purposeful, community resource for Colorado and Texas entrepreneurs.

She joins the Transworld Business Advisors’ team with a short stint in residential real estate before running the operations for a Colorado based technical staffing agency for the last seven years. In her prior career, she learned to lead the team with a “listen to understand and not simply to respond” mentality that she carries through to Transworld today. Kelsey has a strong background in process improvement, Entrepreneurial Operating System (EOS) integration, strategic partnerships and leadership. She thrives on building collaborative teams and structuring workflows to capitalize on efficiency.

Kelsey graduated from Colorado State University with an international relations and German language major with a business minor in 2012. Through her college years, Kelsey was a competitive downhill skier which lead her to compete internationally and spend summers in Austria training and living on a farm. It was there, that she really had the opportunity to hone in on discipline, structured organization and smooth operations both on the hill and managing hay fields. Outside of work, Kelsey can be found traveling the rodeo circuit and creating western styling concepts for women in the agriculture businesses and lifestyle.

She's a U.S. Army veteran and spent 6 years serving as a Language Analyst before deciding to move to Denver and starting a business with her husband, Tom, in 2017. Lindsey enjoys learning more about the small business world in Colorado and being a part of helping other business owners realize their dreams. She enjoys accounting and handles the bookkeeping, billing, and invoicing for Transworld Business Advisors and Transworld Commercial Real Estate.

When not at work, Lindsey loves to go hiking to take in the beautiful Rocky Mountain scenery, play video games with her husband, and relax at home while reading science fiction and fantasy books.

Linda is a proactive broker who helps people through the process of selling their business to ensure they are on the right path to get the most for their business. Specifically, Linda focuses on “Main Street Businesses,” such as restaurants, medical offices, salons, dry cleaning, lighting, automotive food services, e-commerce, fitness, and martial arts. She advises business owners on how best to expand and grow, she also analyzes the potential of selling and works with each client to ensure a proper exit strategy.

While Linda has had a successful career in the hotel business, she also had her own home-based business for over ten years, hitting the top rank in her company in her first three years, where she managed a team of over 400 people. Linda has taken her wealth of experience and now applies all her knowledge to help business owners achieve their dream of selling and/or expanding their business.

She has over 25 years in non-profits. She has held offices from Membership and Social Chair to Fundraising and President and raising several million dollars for Children’s Charities and Women’s Shelters. She has served on The Grapevine Chamber of Commerce Board, The Tri Delta Alumnae Board, and the Junior League of PSDC Board. She enjoys hanging out on the water, playing golf, and spending time with family and friends.

Linda attended California State University, Long Beach, and received a BS in Business Administration with an emphasis in Marketing and Information Systems.

Aaron is a mergers and acquisitions expert, keynote speaker, small business advocate, and visionary entrepreneur who strives to help business owners create their lasting legacy through growing and/or selling their business successfully, regardless of size.

He’s either founded or co-founded 5+ successful businesses and has acquired others. These experiences created a drive to help other visionary entrepreneurs do the same. He has lived in the Dallas/Fort Worth metroplex for most of his life and it has created many fruitful and meaningful business and personal relationships. During his free time, you can find Aaron working with horses, Labrador Retrievers, camping, and making memories with my wife and kids as often as possible.

Whether it was a management position, handling Accounts Payable, Accounts Receivable, shipping and logistics, inventory control, or driving a forklift in the warehouse, he always brings a dedication to do the job in the best way possible. Ryan never stops striving for ways to improve everyday operations. Ryan has a passion to help business owners with problems in their business because he has worked through many of those problems himself.

Ryan has lived in Arlington, Texas his whole life and enjoys finding different recipes to use on his smoker with brisket being a favorite. Ryan is a sports enthusiast, he especially loves his Dallas Stars hockey. In his free time, he delights in his time spent with his wife and his daughter.

Bio coming soon!

He and his wife owned and operated 5 successful Restaurants in DFW for 11 years and then successfully exited the businesses. He then spent 5 years starting, growing and selling various B2B & B2C service businesses. Shawn joined Transworld Business Advisors in his desire to help others acquire and successfully exit their own businesses.

Shawn’s extensive small business experience allows him to understand and overcome the challenges involved with successfully navigating the business buying and selling process for his clients.

During his free time, he likes to hang out with his wife and two kids, 13 & 15. He also likes to relax in the Florida Keys when work allows him to escape for a few days.

Julie has over 20 years of combined experience in real estate, leadership, fitness and health, and small business ownership. After going through the process of buying and then selling a small business herself, Julie developed a desire to help other ambitious entrepreneurs do the same. This led to expanding her professional skill set to include business brokerage.

Julie has extensive experience in the fitness, wellness, and health industries, having bought and then sold two franchised fitness centers and one yoga studio of her own. As a seasoned real estate professional, navigating the sales process for her clients is second nature, and she loves helping people solve their problems and reach their goals. She is known for her professionalism, communication skills, resourcefulness, problem-solving skills, and her dedication to her clients.

Julie is a 4th generation native Texan, was born in Dallas, and has lived the majority of her life in the suburbs of Dallas. In her free time, Julie enjoys reading, working out, listening to music, and spending time with her family.

Karl is a graduate of Baylor University calling North Texas home for the last 26 years. Joining Transworld business Advisors was a natural fit after starting his own company in 2005. He endured, (and survived) all the trials and tribulations of starting a business from scratch and building to annual sales of more than 400K by the time he sold it in 2018.

Karl's passion is to help business owners develop and successfully execute an exit strategy while helping entrepreneurs find the business of their dreams.

His hobbies are golf and skiing when not enjoying his grandkids alongside his wife of 25 years.business.

After finding corporate success as an accountant and financial analyst Brian began purchasing businesses. Having personally purchased and sold 8 businesses and after helping family and friends buy businesses, he realized he had a passion for business sales. He is now doing what he loves as a full-time business broker. Brian also continues to own an absentee restaurant in Roanoke Texas and a Salon Suite in Plano. He understands how business owners run their business and their books and he knows how to communicate value often overlooked by other brokers.

He'd love to just chat with you about buying or selling a business. You can reach him at 214-695-1223 or at [email protected].

Whether it's building a current valuation, seeking consultancy for future value maximization, or selling the business to a committed buyer, Craig is eager to provide his expertise and earn that opportunity.

Born and raised in Michigan, Craig ventured to California after acquiring an accounting/finance degree from Michigan State University. With a formidable 15-year tenure in Corporate Banking, he has extensive experience in optimizing the cost of capital, formulating GTM, growth, and cash management strategies for sizable public corporations. Diversifying his portfolio, he embarked on a venture into Real Estate Tech, pioneering a first-of-its-kind custom Proptech stock index.

Moreover, Craig boasts the esteemed designation of a Chartered Financial Analyst, an accolade he earned from the CFA Institute.

Prior to joining TBA, I worked in the medical field. I started with Mansfield Methodist Medical Center in 2015 as a back-office clerk. Within the next year, I became licensed as an EKG/ECG tech for the same hospital system. This avenue taught me how to work calmly and uniform under pressure. Over the following years, I went on to work for Texas Health Resource and Baylor All Saints in Fort Worth.

During my free time, I enjoy exercising and spending time outdoors. Otherwise, you’ll catch me with a book in my hand or listening to a podcast.

Originally from Mexico City, Bryan has been contributing his passion and determination to the U.S. since 2007. A distinguished alumnus of the University of North Texas, he excelled academically, and was also captain of the rugby team for two years.

In the professional arena, his journey spans five years of expertise in real estate investing. He brings a wealth of experience to guide you through the intricacies of transactions and investments. His open-book approach signifies a commitment to sharing insights, providing invaluable assistance, and fostering a community spirit.

Outside of transactions and investments, he finds joy in activities that quicken the heartbeat. A competitive rugby player, an adventurous scuba diver, and a snowboarding enthusiast, he lives life outdoors with his loyal companion, Hades the Husky.

A Colorado native, Taylor has an excellent understanding of the Front Range business landscape. Growing up in a home with small business-owning parents, Taylor understands the challenges and rewards that come along with “being your own boss,” which help him bring a knowledge-based perspective to his client support. It is this background that led Taylor to seek out a career in business brokerage. After graduating from the University of Colorado Boulder with a degree in marketing and real estate, Taylor is prepared to help represent small business owners and help them achieve their exit goals. When not at work, Taylor enjoys playing hockey, golf, and lacrosse, and rooting for his favorite football teams on Sundays.

Karl (aka “K”) is a “hands-on operations guy” with a passion for creating/scaling products and helping other business owners. For over 20 years, he has started and built businesses in a variety of industries including alternative energy, transportation, aerospace manufacturing, specialty chemicals, and construction. He has successfully exited three ventures (NASDAQ IPO and two company sales) and after two decades of starting/running his own companies enjoys helping other entrepreneurs and owners prepare and position their businesses for the market. "Every business has a story that can resonate with a buyer."

Karl still actively mentors other entrepreneurs in several industries (in several countries) and gives his time to several non-profit organizations with a focus on animals and the disadvantaged in his community.

K enjoys working out regularly before the sun rises and resides in Dallas with his wife of 20+ years and two sons.

Adam is a native Texan, who moved to the Dallas/Fort Worth area eight years ago. In his teen years, Adam was exposed to the entrepreneurial spirit as he worked part-time in his extended family’s small business. After graduating college, Adam has been involved with small businesses in the fitness and automotive industry through sales consulting, customer service, and management. Through working closely with small business owners, Adam developed a profound respect and admiration for the entrepreneur. His passion is to provide the best support for small business owners as they overcome challenges and reach their goals.

Kevin Jones joined Transworld Business Advisors after a 20-year career in corporate marketing and, most recently, an eight-year stint as a successful small business owner. Kevin is passionate about partnering with entrepreneurs to identify high growth business opportunities as well as successful exit solutions. He has worked in a wide variety of industries in the DFW area, and he holds a bachelor's and master's degree from Texas Tech University.

She’s worked in various marketing and advertising roles since, gaining experience in many different industries.

In her free time, Jaime loves to explore the beauty of the world, whether that is in the mountains of Colorado or in other countries around the world. She also loves to spend as much time as she can with family, friends and her dog Riley.

She quickly transitioned into the fast-paced world of the healthcare staffing industry, where she played a pivotal role in developing their Marketing Department. Abby is all about making things run smoother and helping everyone get work done in the most efficient ways possible. She is passionate about understanding the customer's journey and ensuring that everyone's experience is high-quality. Abby loves creating fun and welcoming content that makes people feel right at home. She’s big on teamwork and always ready to switch gears and try new approaches to achieve the best results.

Off the clock, you'll likely find her with her golden retriever, Teddy. Abby loves traveling, meeting new people, and is always on the lookout for her next adventure!

Outside of work, he enjoys playing golf, staying active through exercise, and spending quality time with his family and his dog, Tucker. Avery also has a love for reading, which provides him with fresh perspectives as he navigates life.

She received her B.S. from Tarleton State University, and her passion is helping to meet the needs of and advance the goals of others with whom her path crosses.

In 2018, she married her best friend, Alan; they live together with their dogs, horses, cattle, and whatever else wanders across the farm/ranch. In her spare time, she enjoys all things outdoors, quilting, birding, diving into the world of AKC field trials, and finding the little joys in each moment.