Kathleen Richardson-Mauro
  • Female
  • Spring Hill, FL
  • United States
Share
  • Blog Posts
  • Photos
  • Photo Albums

Kathleen Richardson-Mauro's Contacts

  • Luis Antonio Venegas
 

Kathleen Richardson-Mauro's Page

Profile Information

First Name
Kathleen
Last Name
Richardson-Mauro, CFP, CM&AA
Job Title
Business Intermediary/Managing Member
Company
Business Transition Solutions LLC
Type of Business
Intermediary, Other
If Type of Business is "Other", please describe
Exit Strategy Planner
Transaction Size "Sweet Spot" (USD)
Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm)
City
Tampa
State
Florida
Country
USA
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!

Join M&A Links

At 10:14am on January 23, 2013, Gagan Ghai said…

Hi Kathleen,

We look forward to connect with you & explore possible synergies together in M&A space. We can connect on call too.

Cheers,

Gagan Ghai

Crest Capital Advisors

9899522635

 
 
 

© 2017   Created by The M&A Advisor.   Powered by

Badges  |  Report an Issue  |  Terms of Service