Our team members have different business experience and unique skill sets which help you grow and exit the way you want. This “partnership” is not a “pay to play” or “employee/employer” relationship. Getting onto this team is earned by producing results for clients! Meet our precision focused team for selling a business.
Damon Pistulka, CMSH
Business management, value improvement, and business sales
Jeanette Roatch, CPA, CGMA
Financial review, quality of earnings, accounting procedure advisory
Jessica J. Norris, CPA, CFE, CVA
Financial review, valuation services, accounting procedure advisory
Brad Smith
Business growth coaching, Sales strategy development and implementation.
Bill Sablan, CPA
Accounting and CFO services, hands on accounting resources
Jason Totedo, CFA, CIFM
Wealth & investment management, tax planning
Marty Vondrell, PCC,
Executive & leadership team development, leadership performance improvement
Reuben J. Ortega
Corporate legal advisory, merger and acquisition legal advisory
LaNae Moss
Sales, sales strategy development, interim sales & business development
Bryan Rush, CPA, MS Tax
Tax advisory & planning, business financial advisory, CFO Services
Jacob Warren
IT support services, data security, IT infrastructure