About UBI Business Brokers
UBI Business Brokers has been helping business owners sell
their companies for more than 40 years. Lee Petsas was 19
years old when he began working at a franchised location of
UBI in an entry-level position. In 1999, after nearly 20 years
with the company, Lee decided to take a leap of faith and
become the company’s top executive, determined to build his
predecessor’s success. Today, Lee has expanded his business
to unite buyers and sellers across a wide range industries—
from food-and-beverage to manufacturing to service—in
five California counties: Los Angeles, Orange, Riverside, San
Bernardino and San Diego.
Under the guidance of Lee and his younger brother, John,
the company’s vice president, UBI has created a solid
reputation based on high-quality customer service. In the
past, that was largely defined by prompt replies to inquiries,
which often stemmed from the company’s newspaper
advertisements. With the rise of digital communication, the
needs and preferences of UBI’s clientele quickly shifted, and
the brokerage firm soon found it necessary to upgrade its
marketing strategy as well as its communications network.
When John began tracking UBI’s incoming inquiries in
2005, he noticed a significant growth in sales resulting from
responses to online advertising and a simultaneous decline in
those from ads placed in the local paper three times a week.
“We were having to pay more for our newspaper ads, but we
were no longer getting a good response,” John says. At the
same time, clients began reporting with increased frequency
that email was their preferred method of communication.
The shift in the way UBI interacted with its customers created
an acute need for a user-friendly communications system
that the company’s 12 agents could access 24 hours a day.
And because business was increasingly being conducted
on the go, there was an equally urgent need for a reliable
wireless phone service. Recognizing that an up-to-date