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    • Chapter
    • Profession
    • Functional Expertise
    • Client Industries
    Partner
    Morse

    When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.

    Principal
    Neri Capital Partners

    Call me when you want to transition your business interest to an outside buyer, or when you want to understand the value of your company.

    President
    Sandler Training/Strategic Solutions Group

    Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

    Attorney
    Grogan Hesse & Uditsky, P.C.

    you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

    President
    Kaskov Valuations, Inc.

    Your clients need an independent business valuation for succession planning, estate and gift tax reporting, or for a shareholder dispute.

    Assistant General Counsel; Special Assistant to the General Counsel
    Equal Employment Opportunity Commission

    before you sign that employment or independent contractor agreement! Or are experiencing problems with an employee. Or when you're accused of discrimination.

    Client Strategist - Business Advisory
    BNY Mellon Wealth Management

    anytime

    Mr.
    Altman Associates

    I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

    SVP
    City National Bank

    Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

    President
    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    Principal
    Tandem Partners

    A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

    Owner
    HCRMA, LLC

    Before you sell your business to discuss tax efficiency, succession and estate planning g.

    Owner
    The Hornstein Law Office, P.C.

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Managing Director
    RJ Reuter Business Consulting

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    Managing Director
    Hempstead & Co.,LLC

    You need high quality valuation and advisory services

    National Account Executive
    CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Principal
    West Paces Advisors

    At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

    Director
    Ostrow Reisin Berk & Abrams, Ltd.

    You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

    Senior Vice President
    Capital Group

    Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

    Director
    CFO Consulting Partners LLC

    a need exists for CFO level services on a fractional or temporary basis to assure the firm continues to operate at maximum efficiency.

    Partner
    EisnerAmper LLP

    ...you need help with accounting, auditing, income tax or advisory services.

    President & CEO
    Komet Marketing Communications

    For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.

    Mr.
    Robert M. Rosner & Associates, Inc.

    you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

    President & CMO
    Incite Creative, Inc.

    you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

    Partner
    Fox Rothschild LLP

    ..

    Senior Vice President
    Middlesex Savings Bank

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    Principal
    Goldberg Heinze Business Advisors, Paul M. Heinze Company

    provide professional opinion and insight as applied to questions or issues related to Corporate transition, growth, divestiture and diversification.

    President
    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    Director
    RKG Consulting Group, Inc.

    You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

    Vice President
    Mohamed-Merola Wealth Management

    A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

    Manager
    Tucker and Meltzer

    you or your client are in need if business valuation services.

    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

    You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

    President
    Capital Concepts USA LLC

    a client wants to see how finance can be used strategically to achieve explosive growth in their business.

    CEO
    Greiner Maltz Co of Long Island

    A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

    Director
    RainMaker Securities, LLC

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Senior Vice President- Wealth Management
    UBS

    for a holistic approach to meeting your clients financial needs.

    Consulting Psychologist
    Hamilton-Chase Consulting

    1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.

    Vice President
    JP Morgan Private Bank

    when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

    Managing Member
    Steiner Law Group, LLC

    A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

    Managing Director
    SunTrust

    For Personal Financial Planning

    Vice President
    Belden Hill Partners

    Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

    President/owner
    irus advisory

    someone is needed to help shepherd along a process to achieve a specific result

    Principal Consultant
    Expense Reduction Analysts Inc.

    ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.

    VP / Financial Advisor
    Wealth Enhancement Group

    you want to explore the intersection of corporate and personal planning.

    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    CPA
    SJ Gorowitz Accounting & Tax Services, P.C.

    Any question arises where we may be of assistance.

    Partner
    MPJ Business Valuations

    you need to know the value of your business for gift or estate tax purposes, a buy/sell agreement, a merger or acquisition, a sale of stock or for litigation purposes.

    Assistant Vice President, Commercial Banking
    Revere Bank

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

    Partner
    Morse

    When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.

    Principal
    Neri Capital Partners

    Call me when you want to transition your business interest to an outside buyer, or when you want to understand the value of your company.

    President
    Sandler Training/Strategic Solutions Group

    Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

    Attorney
    Grogan Hesse & Uditsky, P.C.

    you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

    President
    Kaskov Valuations, Inc.

    Your clients need an independent business valuation for succession planning, estate and gift tax reporting, or for a shareholder dispute.

    Assistant General Counsel; Special Assistant to the General Counsel
    Equal Employment Opportunity Commission

    before you sign that employment or independent contractor agreement! Or are experiencing problems with an employee. Or when you're accused of discrimination.

    Client Strategist - Business Advisory
    BNY Mellon Wealth Management

    anytime

    Mr.
    Altman Associates

    I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

    SVP
    City National Bank

    Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

    President
    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    Principal
    Tandem Partners

    A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

    Owner
    HCRMA, LLC

    Before you sell your business to discuss tax efficiency, succession and estate planning g.

    Owner
    The Hornstein Law Office, P.C.

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Managing Director
    RJ Reuter Business Consulting

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    Managing Director
    Hempstead & Co.,LLC

    You need high quality valuation and advisory services

    National Account Executive
    CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Principal
    West Paces Advisors

    At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

    Director
    Ostrow Reisin Berk & Abrams, Ltd.

    You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

    Senior Vice President
    Capital Group

    Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

    Director
    CFO Consulting Partners LLC

    a need exists for CFO level services on a fractional or temporary basis to assure the firm continues to operate at maximum efficiency.

    Partner
    EisnerAmper LLP

    ...you need help with accounting, auditing, income tax or advisory services.

    President & CEO
    Komet Marketing Communications

    For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.

    Mr.
    Robert M. Rosner & Associates, Inc.

    you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

    President & CMO
    Incite Creative, Inc.

    you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

    Partner
    Fox Rothschild LLP

    ..

    Senior Vice President
    Middlesex Savings Bank

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    Principal
    Goldberg Heinze Business Advisors, Paul M. Heinze Company

    provide professional opinion and insight as applied to questions or issues related to Corporate transition, growth, divestiture and diversification.

    President
    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    Director
    RKG Consulting Group, Inc.

    You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

    Vice President
    Mohamed-Merola Wealth Management

    A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

    Manager
    Tucker and Meltzer

    you or your client are in need if business valuation services.

    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

    You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

    President
    Capital Concepts USA LLC

    a client wants to see how finance can be used strategically to achieve explosive growth in their business.

    CEO
    Greiner Maltz Co of Long Island

    A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

    Director
    RainMaker Securities, LLC

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Senior Vice President- Wealth Management
    UBS

    for a holistic approach to meeting your clients financial needs.

    Consulting Psychologist
    Hamilton-Chase Consulting

    1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.

    Vice President
    JP Morgan Private Bank

    when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

    Managing Member
    Steiner Law Group, LLC

    A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

    Managing Director
    SunTrust

    For Personal Financial Planning

    Vice President
    Belden Hill Partners

    Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

    President/owner
    irus advisory

    someone is needed to help shepherd along a process to achieve a specific result

    Principal Consultant
    Expense Reduction Analysts Inc.

    ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.

    VP / Financial Advisor
    Wealth Enhancement Group

    you want to explore the intersection of corporate and personal planning.

    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    CPA
    SJ Gorowitz Accounting & Tax Services, P.C.

    Any question arises where we may be of assistance.

    Partner
    MPJ Business Valuations

    you need to know the value of your business for gift or estate tax purposes, a buy/sell agreement, a merger or acquisition, a sale of stock or for litigation purposes.

    Assistant Vice President, Commercial Banking
    Revere Bank

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

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