Financial Analyst
A critical member of our team is a strong financial analyst. The individual must be a licensed CPA, and we have a strong preference for candidates that are both CPA and MBA. Though they are not team leader for an engagement, they are the work horse providing the other team members with the needed data.
Business Broker
One of the keys to our success has been that our brokers have highly varied professional backgrounds bringing unique insights from respective fields of discipline. We appoint broker assignments based on their fit with the client company and availability. Our company is continuously seeking talented professionals interested in a rewarding career in an industry that rewards accomplishment and pays for performance.
Exit Planning Professionals
We have a strong interest in partnering with law and accounting firms to supplement our exit planning advisory services. While we strive to work with the clients’ legacy advisors, often times these advisors do not have the required resources or expertise needed to fully evaluate client needs and/or implement the recommendations provided as part of the exit planning process.
Contact Ken McCaul at 312-212-8046 for more information.
