Justin Geeza
Consolidated Planning
Atlanta, Georgia
About
Company name
Consolidated Planning
Business title
Investment Advisor
Professional Profile
Call Me When
you aren't sure what exit plan is right for you and you want an unbiased 3rd party with M&A experience to help you navigate your financial future.
Professions
Consultant
M&A Intermediary
Wealth Manager
Functional Expertise
Business development
Buy side/Acquisitions
Cash flow enhancements
Cash management
Corporate finance
Due diligence
Estate planning
Family business
Financial Modelling
Fundraising
Investments
Management succession
Mergers
Private equity
Private placements
Retirement
Risk management
Sell side/Divestiture
Strategic planning
Transaction advisory
Transaction intermediary
Exit/Transition Planning
Business Focus
Family office and comprehensive financial planning services
Professional Certification
Series 7 (General Securities Representative - Active), Series 66 (Uniform Combined State Law Exam - Active), Series 63 (Uniform Securities Agent State Law - Inactive), Series 79 (Investment Banking Representative - Inactive)
Client Industries
Business Services
Consumer Services
Energy/Utilities
Manufacturing
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Chapter information
Membership
Atlanta Individual
Member since
New Member
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