At Restaurant eXchange, a team of experienced professionals is at your service. We invite you to meet our team.
 
Tricia Bernhardt
Tricia entered the business brokerage field in Sacramento in 1993, selling all types of small businesses including restaurants. From the perspective of several years’ experience, she saw the need for a specialist to better serve the food and beverage industry, and therefore created Restaurant eXchange in 2000. As Managing Broker of Restaurant eXchange, Tricia coordinates the team of professionals to best serve our clients. She advises sellers on pricing and valuation, including how to maximize the marketability of their businesses. She also helps buyers to realize their goal of business ownership by matching their skills and resources with available businesses. A successful transaction involves the Restaurant eXchange team assisting the parties through the complex process of transferring ownership, which can include facilitating the lease transfer, liquor license transfer, franchise approval, financing and escrow process.

Prior to entering the business brokerage profession, Tricia served as an Officer in the Air Force, with her last position being Chief of Budget & Financial Analysis for Mather AFB. She has several years of restaurant experience from her younger days. Tricia is originally from Texas but has resided in Sacramento since 1989. She enjoys tennis, music, dining, wine-tasting, friends and family, her dogs, and traveling when time allows.

• BBA Degree, Texas A&M University (Finance & Real Estate)
• MBA Degree, Georgia College (Management)
• Member, California Restaurant Association
• Former Board Director, California Association of Business Brokers
• Broker, California Department of Real Estate
• Certified Business Intermediary (Designation earned through the IBBA)
• Member, International Business Broker’s Association (IBBA)


 

Sheri Cowley
Sheri joined Restaurant eXchange in 2005 as Office Manager and Transaction Coordinator. Hers is often the first voice our clients hear and she always has a positive and helpful attitude. Sheri registers buyers, interfaces with the business marketing sites, and coordinates the flow of appointments, documents, and information. She also assists with lease and ABC transfers and escrow requirements. Sheri has highly-developed customer service skills and communicates effectively with people of all social and economic backgrounds. Prior to joining Restaurant eXchange, she worked in the social services field as a recruiter for a foster family agency. Sheri has over 18 years’ experience in the restaurant industry, with duties including management, catering and “front of the house” positions. She has resided with her family in Sacramento since 1996.

 

  Keith Davis
Keith draws on a strong business education and over twenty years’ experience assisting clients with valuation, acquisition financing, and the meeting of business purchase and sale goals.

His formal education includes B.S. and M.B.A. degrees in Business with studies in marketing, finance, accounting, valuation, and other business disciplines. He entered the business brokerage industry in 1984 and quickly became the top producer at the largest firm in the market. His experiences include advising on a broad base of acquisitions including restaurants, professional practices, manufacturing, distribution, and many other types of businesses. His creativity, knowledge of business, analytical abilities, and broad experiences make Keith very effective at managing the many issues that can arise during the business sale process. He has helped purchasers raise millions in acquisition financing. Keith’s “in the trenches” experience has allowed him to bring real world validation to his business valuations for buyers, sellers, financial planners, partners, and lenders.

Keith believes that changes in business ownership is important and helps to increase the productivity and competitiveness of American business. He considers himself a friend to the Sacramento Children’s Home. For fun, he and his wife enjoy their home, tennis, golf, family, and friends.