Brian Roeder, CEPA, CTPP
Meet Brian Roeder, CEPA, CTPP
Brian Roeder is the co-founder and managing agent for Transworld Tri-Valley in the Monterey Bay Area, as well as a business value consultant who has started, owned, and sold several of his own businesses. He has ownership and management experience in hospitality, construction, not-for-profits, project management, branding and marketing, facilitation and consulting, housing, retail sales, and economic development. He has served on several boards and has a master’s degree from Georgetown University.
Brian is a Certified Exit Planning Advisor (CEPA) and a SHRM-Certified Teams Facilitator who guides his clients through the complex journey of preparing and packaging their businesses to sell at premium value. Brian also works with Buyers to find and place their business investments.
As a dedicated agent with Transworld Business Advisors, Brian’s philosophy is to deliver excellence for his clients through collaboration, innovation, inspiration, transparency, and accountability so that they can achieve their business goals with confidence.
Brian lives in Pebble Beach with his wife Angie who is dedicated to animal welfare. They have a fun and endlessly entertaining eight year old son.
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Whether you’re exploring a sale, planning an acquisition, or just starting to think about succession, we’ll meet you where you are — confidentially and without pressure.
