Experience

Transworld Business Advisors of North Shore Boston

• Northeast M&A Director

  • Jun 2018 - Present

  Quincy, MA Oversee and mange all aspects of small business purchases and sales including marketing, listing, buyer pre-qualification, confidentiality, due diligence, financing, and closing. Also provide consulting in the areas of exit strategies for business owners and expense recovery.



Rosetta Valuations, LLC

• Certified Valuation Analyst

  • Aug 2016 - Present

  Quincy, MA Paul has his Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analysts (NACVA) and provides independent business valuations for SBA lending institutions, divorce, litigious, and IRS reporting for Gift and estate purposes. His reporting and analytical tools are proprietary, developed to meet and deliver thorough and timely results for a wide variety of purposes. Specialties include Most Probable Selling Price, shareholder dispute, divorce and… Show more Paul has his Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analysts (NACVA) and provides independent business valuations for SBA lending institutions, divorce, litigious, and IRS reporting for Gift and estate purposes. His reporting and analytical tools are proprietary, developed to meet and deliver thorough and timely results for a wide variety of purposes. Specialties include Most Probable Selling Price, shareholder dispute, divorce and estate planning/reporting. Show less



ROI Corporation Business Brokerage: Valuations and Appraisals for Business Owners

• Canada
• Business Consulting and Services
• 1 - 100 Employee

• Business Broker

  • Oct 2007 - Jun 2018

  Rockland, MA Paul worked as a business broker helping clients list their business, developing all marketing material, posting on websites, finding buyers, assisting in due diligence, negotiating Purchase & Sale agreements, and obtaining financing. Industry verticals included service industries, manufacturing, distribution, technology, and medical companies.



The Commonwealth Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner

  • Jul 1998 - Jan 2007

  * Contribute as expert, counselor, and resource to individuals and small businesses, identifying service and product offerings that best serve short- and longer-term financial goals; areas of concentration include life, disability, and long-term care insurance; retirement, estate, and deferred compensation planning; corporate buy-sell financing; and college funding. * Achieved sales goals to quality for Quota Buster agency trip to Aruba.



Intelligent Graphics Solutions, Inc.

• Principal Partner/President

  • Apr 1986 - Jun 1997

  * Acted as senior resource to major clients including Factory Mutual, Eastman Kodak, The Flatley Company, Stop & Shop, Digital Equipment Corporation, and The Central Artery Project. * Offered executive expertise in key areas: application research and development, systems operations and expansions, office integration of CAD systems, on- and off-site project development (at all project phases), and regulatory compliance (in-house, client, and government). * Representative (partial)… Show more * Acted as senior resource to major clients including Factory Mutual, Eastman Kodak, The Flatley Company, Stop & Shop, Digital Equipment Corporation, and The Central Artery Project. * Offered executive expertise in key areas: application research and development, systems operations and expansions, office integration of CAD systems, on- and off-site project development (at all project phases), and regulatory compliance (in-house, client, and government). * Representative (partial) leadership projects included: - Graphic User Interface (GUI) - NY DEP System Integration Show less



VVKR INC

• Vice President

  • Sep 1983 - Apr 1986

  * Promoted to manage the architectural design, engineering, and office integration of CAD services for a 200-person architecture/engineering firm. * Successfully launched 35 projects and led key project and administrative components, i.e., fiscal year budgeting, systems planning and expansion, overseeing programming staff, training, and security.



VVKR, Inc.

• Structural Engineer

  • Jun 1980 - Sep 1983

  * Promoted (1982) to supervise 15 engineers and draftsmen on governmental, office, educational, and institutional projects (including concrete, steel, and wood design), i.e.: - National Headquarters Building for National Society of Professional Engineers