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ABOUT US

Reliable Financial Expertise You Can Count On

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Al, our founder is a former CPA and Sr Vice President of an International NYSE company. In this capacity, he was responsible for all Accounting, Finance, Strategic Planning and Marketing Functions as well as the identification, review and approval of all Mergers and Acquisitions. In this capacity, he has a unique understanding of what is and is not important in the valuation of a business. Number one on that list is a solid set of books. 


Tricia, our co-founder is the former COO of two communication companies, President and National Spokesperson of the Industry Association, and responsible for identifying and negotiating market expansion. Tricia’s expertise in communication and market expansion is a valuable ally and a phone call away from our clients. 

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