Jim Gerberman
Corporate Finance Associates
Bastrop,
Texas
About
Company name
Corporate Finance Associates
Business title
Managing Director
Contact
How to contact
8329694440
Professional Profile
Call Me When
you are or have a business owner client who is talking about their exit; I can help with preparation (Readiness Coaching) or with implementing the process of selling of their business (Investment Banking)
Professions
Coach
Consultant
M&A Intermediary
Functional Expertise
Board of Directors (for profit)
Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Corporate finance
Debt
Due diligence
Equity
ESOPs
Finance
Financial Modelling
Fundraising
Government contracts
Intellectual property
Leadership Development
Management succession
Mergers
Private equity
Private placements
Sell side/Divestiture
Strategic planning
Transaction advisory
Transaction intermediary
Turnarounds
Venture capital
Exit/Transition Planning
Bankruptcy
Business Focus
Readiness Coaching; Investment Banking
Professional Certification
FINRA Series 79 Investment Banking Representative; FINRA Series 82 Private Securities Offerings Representative; FINRA Series 63 Uniform Securities Agent
Transition Planning Certification or Methodology
I have developed a proprietary Readiness Coaching process (approx 12 weeks) that entails analysis of the business and business owner priorities, one-on-one coaching, and results in a written Strategic Assessment and Implications for Actions report
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Austin Launch Committee
Member since
Member for 1 year
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
to grow and learn, to serve and expand my sphere of influence, and to build long term relationships with clients and their advisors towards a successful exit from their business
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