Steven Fuentes

Steven Fuentes, VP
Brokerage Operations

Steven Fuentes brings a unique blend of financial expertise and entrepreneurial acumen to the business valuation and brokerage sectors. As a Business Certified Appraiser (BCA) with an MBA in Data Analytics from Louisiana State University and a BS in Business Administration, Finance from the University of Central Florida, Steven has built a solid foundation in financial analysis through extensive experience in the finance industry. This expertise seamlessly extends to business valuation and facilitating transactions. His entrepreneurial spirit and hands-on involvement in various business ventures give him a deep understanding of the challenges and opportunities within diverse market sectors.

Steven’s proficiency in high-level financial modeling, market analysis, and operational efficiency allows him to effectively determine the true value of a business and skillfully navigate the complexities of buying and selling businesses. His tenure in finance is marked by notable achievements in enhancing business intelligence and financial reporting systems through the use of advanced analytics tools like Excel, Power BI, and Tableau.

In leadership, Steven has proven his mettle by serving on the Board of Directors for Learning Tree Academy and participating in finance and building committees. His strategic financial planning and governance skills have been instrumental in successful capital project fundraising, showcasing his ability to manage fiduciary responsibilities, assess organizational value and potential accurately, and guide clients through significant transactions.

Clients working with Steven can expect a service that merges rigorous financial analysis with a keen understanding of business dynamics. His approach is detailed yet empathetic, ensuring that valuations are not only accurate but also resonate with the entrepreneurial spirit, fostering strategic insights that drive growth and success. With Steven Fuentes, clients can trust in a service that’s backed by a profound understanding of both the quantitative and qualitative facets of business valuation and brokerage. His meticulous and empathetic approach ensures that clients not only receive numbers that add up but also strategic insights that translate into growth and success for their businesses.