Emerging Professionals

Dan Seaman, CPA

Partner

AAFCPAs

Call me when... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.

Member for 1 year

Susan Powers

Sales Development

Sandler

Call me when... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training

Member for 7 years

Hartford

Mike Pitney

Principal

BRC

Call me when... Full Service Accounting Firm

New Member

Triangle

Phillip Eleson

Managing Director

Murphy Business Sales - Mid South

Call me when... M&A Intermediary for Lower Middle Market business owners considering a sale or in need of a business valuation

New Member

David DeFronzo

Valuation Specialist

Teknos Associates

Call me when... you need valuation expertise for transactions, litigation support, estate planning, or tax compliance. I assist with financial modeling, fairness opinions, and 409A valuations.

New Member

ASHLEY ARRINGTON

PERSONAL WEALTH ADVISOR

BIP WEALTH

Call me when... life happens! There is never a bad time to start planning for your financial future whether it be for your career, your children, your retirement or your legacy.

Member for 1 year

Lindsay Brocki

Corporate Associate

Rivkin Radler LLP

Call me when... you would like to speak about the purchase or sale of a business or a general corporate matter.

New Member

Long Island

David Ehrlich

Mr.

Stagg Wabnik Law Group

Call me when... Legal advice, referrals, events

Member for 2 years

Long Island

Timothy Ward

Director

KatzAbosch

Call me when... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Member for 10 years

Maryland

Silver

Bennett Rush

Analyst

Dunn Rush & Co. LLC

Call me when... I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.

Member for 1 year

Sean-Tamba Matthew

Attorney

SES ESOP Strategies, a Stevens & Lee/Griffin Company

Call me when... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Member for 5 years

Jake Foster

Associate Investment Banker

Forvis Capital Advisors LLC

Call me when... Company owners need experienced assistance in formulating and executing their growth and exit strategies

Member for 1 year

Atlanta

William Ferguson

CXO- Chief Experience Officer

Baltimore Washington Business Brokers, LLC

Call me when... To prepare to sell, want to grow through acquisition, want an opinion of value or need assistance with turning your business around.

Member for 5 years

Maryland

John Mesko

Senior Manager, Tax

Armanino LLP

Call me when... Tax

Member for 6 years

Derek Ripp

Partner

Austin Wealth Management

Call me when... Business owners seeking holistic financial planning & wealth advisory

Member for 1 year

Austin

Laurie Howell

CEO/Founder

AustinPeopleWorks

Call me when... needing help with the People Side of an owner's exit - mgmt team, succession planning, processes

New Member

Austin

Brent Eugenides

Managing Member

BE Financial LLC

Call me when... You need to do the due diligence work ahead of a transition of your ownership interest in a business enterprise in the next 1-3 years.

Member for 1 year

Fairfield County

Marilyn Garcia

Principal

Citrin Cooperman

Call me when... when you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Member for 4 years

Sam Scott

Senior Portfolio Analyst

Truxton Capital Advisors

Call me when... A business owner is in need of professional help planning to or in process of transitioning their business.

Member for 1 year

Emerging Professional Members

Showing 76 Members

PHILIP DANISI

PRINCIPAL

DANISI LAW

Call me when... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY

Member for 2 years

Nick Ciampanelli

Financial Advisor

National Financial Network

Call me when... Protecting & Growing a Client's Wealth.

Member for 2 years

Kevin McAuliffe

Wealth Advisor

Fiduciary Trust Company

Call me when... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

Member for 3 years

Mark Carlton

Family Business Consultant

Compass Point

Call me when... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps

Member for 7 months

Matt Kardish

Manager

Stephano Slack LLC

Call me when... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning

Member for 1 year

Havell Rodrigues

Founding Partner

New Majority Capital

Call me when... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers

Member for 3 years

Robert Schildkraut

President

Falcon Management LLC

Call me when... your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.

Member for 1 year

Scott Larson

OutFin group

Call me when... A business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.

Member for 6 months

Evan Proulx

Director

AAFCPAs, Inc.

Call me when... My strength is business acumen - I put myself in the business/CFO’s shoes. Where I shine is understanding all aspects of the client’s business outside of traditional compliance. I am solution providers coming from a place of help.

New Member

Hartford

Alex Biega

Principal

Wincove Private Holdings

Call me when... I am an investor in industrial business services in the 2M-30M of EBITDA.

Member for 1 year

Andrew O'Brien

Director of Business Development

Vantage Real estate

Call me when... na

Member for 2 years

Jenna VanLeeuwen, CFP®

Financial Planner

Aligning Wealth

Call me when... a consultant, influencer, creator, media, marketing, or online entrepreneur wants to increase their impact, avoid unnecessary taxes and secure financial independence by unlocking the value of their business.

Member for 1 year

Kevin Goldsmith

Managing partner

Fawn Lake Partners

Call me when... Small business acquisition opportunities, particularly in the insurance industry

Member for 1 year

Lloyd Huie

Vice President, Senior Relationship Manager

Liberty Bank

Call me when... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.

Member for 1 year

Jake Stavros

Supervisor - Business Advisory

LGA, LLP

Call me when... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.

Member for 1 year

Bennett Rush

Analyst

Dunn Rush & Co. LLC

Call me when... I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.

Member for 1 year

Mac Lothrop

Vice President, Business Development

Trivest Partners

Call me when... I'm available 24/7

Member for 8 months

Brian Beneduce

VP, Client Advisor

Bernstein Private Wealth Management

Call me when... a business owner inquires about cash management, retirement plan advisory, and transaction planning

Member for 2 years

Lauren Schwimmer

Attorney

Flaster Greenberg PC

Call me when... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

Member for 5 years

Daniel Trudo

Senior Managing Director

Peapack Private Bank

Call me when... Your Single Point of Contact for Business Acquisition Financing , Real Estate, Equipment, Working Capital and Private Equity fund Financing.

Member for 1 year

Fairfield County

Andrew Marks

Wealth Investment Mentor | Co-Founder

World Creative & World Chic

Call me when... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.

Member for 1 year

Andrew Flogel

Private Banker

JP Morgan Private Bank

Call me when... a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.

Member for 1 year

Yana Reiser

Director

FML

Call me when... I am a CPA; specialize in advisory and assurance services; particularly financial statement audits and reviews; and transaction services (M&A, QofE, Due Diligence various scopes etc); as well as employee benefit plan audits

Member for 6 months

Hartford

Ahmad Alokush

Technologist

Ahmadeus Technology

Call me when... You need tech expert, in Cyber, Mobile, due diligence.

Member for 11 months

Richard Dickerson

Insurance Advisor

Independent

Call me when... you need consult for your Business 0r Estate planning life Insurance options

Member for 10 months