Leader Directory
Showing 8 Members
Sean-Tamba Matthew
Power Networking Chair
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company
You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Diane DeCesare
Programming & Events
Partner
Armanino LLP
You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.
Martin Abo
Finance Sponsorship
Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
Susan Rosner
Governance
Managing Partner
Calder Associates
when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.
Steve Economou
President Program Committee Chair
Principal
Grassi & Co,
Ownership transition, preparing for sale, shareholder buyouts
William Meagher
Membership Sponsorship
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
John Vanderslice
Membership
President
Sandler Training/Strategic Solutions Group
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
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Oct 16, 2024 ⋅ 7:45am - 9:15am (EDT)
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Justin Turner - Call me when...
Financial Due Diligence (buy side & sell side transactions)
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Winston Bragg - Call me when...
You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.
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Jen Miller - Call me when...
You have a client that would like a banking partner who can deliver all deposit and treasury solutions along with any lending needs and will do so with expertise and a great client experience
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