Business owners need coordinated, experienced professionals when considering a transition involving the sale or merger of the firm, estate planning or gifting, wealth management, improved financial reporting, improved sales, or related issues
The Transition Council of Tampa Bay is a non-profit, educational organization comprised of skilled, seasoned professionals who meet regularly to determine how this coordination should occur.
Membership is invitation only.
Professional services represented include:
· Attorneys
o Commercial law
o Business law
o Employment
o Estate
o Gift
o Marital
o Tax
o Transaction
· Banking
o Commercial Lending
o SBA Lending
· Business Consulting
o Business Coaching
o Management Consulting
o Psychological Consulting
o Sales, Sales Leadership, Sales Management
· Business Services
o CPAs
o CFO Services
o CEO Services
· Exit planning
· Human resources
o Employment Law
o Corporate HR
o HR Consulting
· Investment - Life Insurance Services
o Asset Management
o Financial Planning
o Life Insurance
o Life Insurance Portfolio Management
o Wealth Management
· Purchase – Sale of Firm
o Business Intermediary, Business Brokerage
o Investment Banking
o Mergers and Acquisitions
· Real estate – commercial
· Risk – Financial Risk Management
· Valuation – Pricing of Business
To meet one of the trusted professionals in the Transition Council, please contact:
Dan Maloney, CPA CFP CM&AA
Certified Acquisition Associates
813 282-8080
dan@certifiedacquisitions.com
Please contact:
Harry Haigley
Certified Acquisition Associates
727 510-1144
harry@certifiedacquisitions.com
Purpose and Overview
Please contact:
Michael Valdez, CFP®, CLU, REBC
Business Exit Planners
813 288-7379
michael@businessexitplanners.com
