Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm)
About Me (Company description, Biography, Services I provide):
We are an advisory firm specializing in assisting business owners identify, plan and implement their optimal business exit strategy. I collaborate with my clients to safeguard and enhance their trapped “illiquid” business wealth by proactively designing and executing a customized exit strategy plan that will achieve their goals. My unique background and skill set enables me to assist business owner in a holistic and client centered manner that not only considers all of the complex financial aspects of strategic exit plan but also takes into consideration the often over looked personal issues. I have owned, started, purchased and run five small companies in my 30+ years and as the President of Florida’s Business Connection Inc, I have successfully assisted over 150 small business owners identify and achieve their business exit goals. As an entrepreneur I have a personal understanding of the business ownership challenges and I can identify with and empathize with the business owner. I am a 1993 graduate of the College of Financial Planning in Denver, Colorado, a Certified Merger and Acquisition Advisor professional and a candidate for the prestigious Certified Business Exit Consultant designation. Most recently I served on the certification committee for the development of the CBEC program and I will be serving on the Alliance of Mergers & Acquisition Advisors licensure committee for 2011.We offer Merger and Acquisition services to our clients to augment our exit strategy planning work. It is available to those clients that choose a 3rd party transaction and wish to use our services. There is no requirement to engage us to prepare an exit plan in order to use our M&A services and there is no obligation to use our M&A services if engaging us to prepare an exit strategy plan.
Network with Me (Types of transactions I seek, Professionals I like to be referred):
We work on a team advisory basis in order to assist our clients acheive their goals. We network with CPA's attorneys, financial planners, wealth managers, business coaches, business consultants and M&A professionals that have encountered businesses that are not presently saleable or are not prepared to sell.
Comment Wall (1 comment)
You need to be a user of M&A Links to add comments!