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
Brad Smith
Business growth coaching, Sales strategy development and implementation.
Bill Sablan, CPA
Accounting and CFO services, hands on accounting resources
Jessica J. Norris, CPA, CFE, CVA
Financial review, valuation services, accounting procedure advisory
Marty Vondrell, PCC,
Executive & leadership team development, leadership performance improvement
Jason Totedo, CFA, CIPM
Wealth & investment management, tax planning
Reuben J. Ortega
Corporate legal advisory, merger and acquisition legal advisory
Mike O’Connor
SEO Strategy, Digital Marketing, Online Traffic Generation
Chris Webb
Commercial Insurance Specialist for Manufacturing & Construction
Jacob Warren
IT support services, data security, IT infrastructure
Craig Wasilchak
B2B Sales and Marketing Strategy & Process Development
Andrew Deutsch
Global Marketing and Sales Advisory, Customer Due Diligence
Bryan Rush, CPA, MS Tax
Tax advisory & planning, business financial advisory, CFO Services
LaNae Moss
Sales, sales strategy development, interim sales & business development
