Jeremy Bisceglia CFP®
Level Four Financial
Nashville, Tennessee
Contact
How to contact
615-598-4541 jbisceglia@levelfourfinancial.com
Professional Profile
Call Me When
When you are looking to form a team that can advise a business owner from a triggering event to an exit. My team can help a business from start up to IPO.
Professions
Accountant
Banker
Investor
Wealth Manager
Functional Expertise
Capital markets
Cash management
Corporate finance
Debt
Estate planning
Investments
Management succession
Mezzanine
Private equity
Retirement
Strategic planning
Transaction advisory
Venture capital
Life Coaching
Exit/Transition Planning
Business Focus
Helping business owners exit their companies
Professional Certification
CFP
Client Industries
Business Services
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Wholesale/Distribution
Client Results
Please let me know how I can help you, your team, and a business owner succeed.
Advisor Resource Relationships
BizEquity
Chapter information
Membership
Nashville Individual
Member since
Member for 1 year
Why I'm a Member of XPX
Having an exit event is not a transaction. It is a long process. I would like to meet like minded people to help an owner and their family through this important time.
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