Paul Savage

CBI, CFA, Business Broker, Business Intermediary, and M&A Advisor

Paul Savage


cbi certification crest


The journey to become a business broker for Paul Savage began while he was searching for a business to buy. As he looked at businesses, his interest and passion turned towards business brokerage. Paul brings a wealth of knowledge and expertise acquired over two decades in the financial services industry to help people buy and sell businesses. This experience includes such roles as a trusted advisor, wealth manager, mentor, and a results-oriented leader – including at the executive level. This experience has allowed him to develop high level interpersonal and communication skills. Buying or selling a business is profoundly personal, and these are essential skills that Paul brings to his relationships.

Paul is deeply committed to professional development and is a Chartered Financial Analyst (CFA Charterholder) and a Certified Business Intermediary (CBI). The CFA credential is the pre-eminent globally recognized investment industry credential. The demanding curriculum of the CFA program provides Paul with a strong analytical background and this, together with the curriculum that is covered to earn the CBI credential, helps ensure clients are well served when they are involved in a transaction.

Paul and his wife, Judy, have two young adult daughters and are long-time residents of the North Shore. Outside of his professional life, Paul is passionate about cycling, traveling, and cooking, and has spent nine years as a coach in the North Shore Girls’ Soccer Club.