Tri-State Business Appraisal, LLC is a full-service Business Valuation and M&A Intermediary firm that specializes in the appraisal and sale of privately-held small to mid-size businesses. We are among the few firms that have the professional qualifications and transaction experience to offer Certified Business Appraisals and M&A Services.
Our appraisal reports are independent and unbiased and designed to clearly help define the value of a business. The valuation profession is a specialized field requiring a solid foundation of experience, continuing education, and the highest level of professional integrity. We offer a wide variety of business services and your inquiry will be held in the strictest confidence.
As M&A intermediaries we manage the entire transaction and help guide the business owner through the selling process and make a positive change to a new lifestyle. We know how to properly price and market a business and structure terms to ensure that you get the best deal possible.
Steven J. Iannelli, the founder and principal, has over 30 years of experience crafting strategies that increase and identify company value. These activities include business valuation, mergers & acquisitions, business planning, sales and marketing management, financial analysis, competitive intelligence, and market research. Mr. Iannelli’s deal experience ranges from less than $1 million to over $50 million. His credentials include:
Certified Business Appraiser (CBA), NACVA - Institute of Business Appraisers
MBA, J. L. Kellogg Graduate School of Management, Northwestern University
MS Engineering, University of Massachusetts
Adjunct Professor: Strategic Management, Finance, Economics, Statistics
Retail, manufacturing, liquor, food/dairy, automotive, plumbing/irrigation, optics, drinking/waste/industrial water, electronics, industrial distribution, e-commerce, capital equipment, biotechnology/pharmaceutical, plastics, and filtration.
TRI-STATE BUSINESS APPRAISAL, LLC - Business firm specializing in valuation of small to mid-size privately-held business entities for changes in ownership, bank loans, shareholder dispute, divorce settlement, and tax matters.
NORTHEAST BUSINESS INTERMEDIARIES – M&A Intermediary service business engaged in the sale of privately-held businesses. A client company's offering document is developed by gathering secondary and primary market research, competitive and financial analysis, and developing forecast models and offered to prospective buyers that have signed a confidentiality agreement
KOCH MEMBRANE SYSTEMS, INC. - Vice President, Corporate Development
Directed and managed the Corporate Development process. Direct reports included Business and Market Development Managers, Market Research Manager, Advertising Manager, and Process Engineering support. Responsibilities included acquisition planning, due diligence and operational integration, financial and market analysis for capital projects, new business and market development, strategic marketing, advertising and promotion, market research, competitive intelligence, and R&D program selection and commercialization.
ADVANCED CIRCUIT TECHNOLOGY- Director of Sales and Marketing
Responsible for Sales, Marketing, Strategic Planning, Business Development, and Customer Service for a midsize division of a $1 billion publicly traded corporation. Advanced Circuit manufactures custom designed flexible circuits for industries as diverse as medical electronics and aerospace. Direct reports included Regional Sales Managers, Marketing Specialist, and the Customer Service Manager.
GETPLASTIC.COM - Director of Marketing & Product Management
Planned and implemented a strategic and tactical marketing program to launch an early stage, Venture Capital backed e-commerce, B2B Chemical Industry start-up. Responsibilities included strategic and tactical marketing, supplier relations, product pricing, media relations, and advertising.
NIOPTICS CORPORATION - Vice President, Business Development
Responsible for commercializing a new field of optical technology developed at the University of Chicago's physics department at this early stage venture capital backed start-up.
CELANESE - Held several management positions in sales and marketing at this multinational, engineered polymers corporation including Marketing Manager, Program Manager, Market Development Manager, and Account Manager. Accomplishments include the establishment of an Advanced Technology Development Department, local Computer-Aided Design facilities, and Industry Management Department.
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