Monika Pelz
Securieon Group
Danville,
California
About
Company name
Securieon Group
Business title
Business Advisory Services
Contact
How to contact
monika@securieon.com
Professional Profile
Call Me When
You know a business owner of, or investor in, a mid to late-stage co. with $10mil to $100mil revenue in need a clear succession plan. Whether preparing for an exit, recapitalization, or leadership transition, we develop tailored growth strategies.
Professions
Accountant
Consultant
Functional Expertise
Cash flow enhancements
Cash management
Finance
Financial Modelling
Leadership Development
Mergers
Strategic planning
Exit/Transition Planning
Business Focus
Business consulting and management advisory specializing in developing and executing high performance growth strategy for each client.
Professional Certification
CPA
Client Industries
Business Services
Consumer Services
Education
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Northern California Individual
Member since
Member for 7 months
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
I support XPX because of the collaboration with experts, strategic insights beyond basic services, and helping companies navigate business transitions to achieve successful exits.
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