Josh Phillips – Business Intermediary


Over the years, Josh Phillips has been directly involved in numerous multi-million dollar transactions. He has represented both buyers and sellers and has consistently met or exceeded their expectations. In the last six years alone, Josh has worked on over 30 transactions ranging from just $200,000 to $9 million. He specializes in the sale of companies in the $2-$5 million range.

Josh brings to CBS his years of experience with Chicago based Accenture. While with Accenture, Josh focused on strategy and change management. Working in this field provided him with ample experience in mergers and acquisitions as well as business development.

Josh is a proven leader in identifying opportunities for hidden cash flow potential for his clients. This factor, in turn, serves to maximize the value of the companies he represents. He enjoys working through the whole lifecycle and performing extensive due diligence with buyers and sellers alike. His dedication to his work means that he remains a key focal point of contact throughout the process.

Josh’s success in business brokerage in Wisconsin is partly due to his extensive industry contacts as well as his understanding of the marketplace. In particular, Josh has a deep understanding of the manufacturing, services and aviation sectors, with an additional specialization in metal fabrication.

Josh believes that creativity is an essential component in structuring a deal. Through the process, it is possible to maximize the purchase price while maintaining a good relationship between the buyer and the seller.

Josh graduated from the University of Minnesota in 2004 with a degree in Chemistry. In 2006, he obtained his Wisconsin real estate broker’s license. He is a member of the Wisconsin Manufacturer’s Association, New North, The Chamber of Commerce (in Green Bay, Appleton, Fox Valley and Oshkosh) as well as The Wisconsin Restaurant Association, MBBI and the National Business Aviation Association (NBAA).

It is vital that every business has an exit strategy in place as well as a comprehensive road map for its future success.

“It is always important to seek a qualified intermediary who can act as an experienced and professional guide assisting both parties towards making a mutually beneficial deal.”

Contact Information
Phone: (920) 432-1166