Fast Track to Entrepreneurship 01

Get to Know the Owner ACtions Team

When you’re buying a business, you want to work with experts who have navigated the acquisition process, analyzed a wide range of businesses, structured deals that lenders get behind, dealt with the roadblocks that inevitably appear, and guided deals through the never-simple lending process. 

We know “buying a business” inside and out, and this is the team of experts we’ve assembled to help you with your acquisition:

Mark Fleming, CFA, FRM - President

An experienced acquisitions expert, Mark has owned numerous businesses throughout the US. He is a chartered financial analyst (CFA) and financial risk manager (FRM) who has spent the bulk of his career creating and optimizing portfolios for ultra-high net worth clients, many of whom have bought, built, and exited successful businesses.

At Owner Actions, Mark is heavily involved in evaluating deals and structuring offers for our partners. He also builds relationships with lenders, brokers, and service providers to ensure our partners have an optimal experience as they find and fund their acquisitions.

Mark is a graduate of Western Michigan University (BS Finance and Economics).

Katie Fleming - VP Acquisitions and outreach

Having reviewed thousands of Main Street business opportunities and a multi-time business owner herself, Katie leads our partners' business searches and assesses new opportunities. She also serves as the primary point of contact for our partners. Additionally, as a longtime professional writer, Katie writes lender-ready business plans for partner acquisitions.

Katie is a graduate of Malone College (MBA) and Kent State University (BBA).

Norvin Villa, CPA - Senior Acquisitions Analyst

As new opportunities come on his radar, Norvin pours through the financials and models each opportunity. Having served as an accountant, financial analyst, operations manager, and M&A consultant, he is an expert in analyzing businesses across a wide range of industries, spotting potential problems, and projecting long-term cash flows.

Norvin is a graduate of the University of the Philippines (MBA) and Rizal Technological University (BS Accounting). He is also a certified professional accountant (CPA).

Francis Calpo

Francis Calpo - Director of SBA loans

Seeing every deal through the SBA process is Francis’s primary focus. Having worked for several large banks, including HSBC, JPMorgan Chase & Co., and RCBC, where he oversaw their loan documentation and credit risk processes, Francis is skilled in navigating lender requirements, understanding the intricacies of the SBA loan process, and ensuring that the deals are packaged for fast approval across a range of lenders.

Francis is a graduate of Centro Escolar (BS Commerce and Computer Science).

Ariane Martin - Senior Financial Analyst

After deals are complete, Ariane ensures that the new owner is set up for long-term success. As a certified QuickBooks Pro advisor, certified Xero advisor, certified bookkeeper, and experienced accountant, Ariane manages the financials, forecasts long-term cash flows, and assesses the complete financial picture for each business.

Ariane is a graduate of Tarlac Christian College (BS Business and Accounting).

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