Experience

Calder Associates

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Mar 2018 - Present

  Is your company ready for sale? Are you doing $5 to $100 million in annual revenue with positive EBITDA? We can help you begin the Value Building today so you're happy on your exit. We provide years of professional and practical experience that allows us to provide a core group of services that far exceed current expectations of professionals in the brokerage industry. Members of our team have owned their own businesses, understand how to sell and buy a business, and most importantly, know how… Show more Is your company ready for sale? Are you doing $5 to $100 million in annual revenue with positive EBITDA? We can help you begin the Value Building today so you're happy on your exit. We provide years of professional and practical experience that allows us to provide a core group of services that far exceed current expectations of professionals in the brokerage industry. Members of our team have owned their own businesses, understand how to sell and buy a business, and most importantly, know how to satisfy the human side of each transaction. Show less Is your company ready for sale? Are you doing $5 to $100 million in annual revenue with positive EBITDA? We can help you begin the Value Building today so you're happy on your exit. We provide years of professional and practical experience that allows us to provide a core group of services that far exceed current expectations of professionals in the brokerage industry. Members of our team have owned their own businesses, understand how to sell and buy a business, and most importantly, know how… Show more Is your company ready for sale? Are you doing $5 to $100 million in annual revenue with positive EBITDA? We can help you begin the Value Building today so you're happy on your exit. We provide years of professional and practical experience that allows us to provide a core group of services that far exceed current expectations of professionals in the brokerage industry. Members of our team have owned their own businesses, understand how to sell and buy a business, and most importantly, know how to satisfy the human side of each transaction. Show less



ERTC Express

• United States
• Accounting
• 1 - 100 Employee

• ERTCQuiz.com - National Sales Director

  • Nov 2020 - Present

  EMPLOYEE RETENTION TAX CREDIT 2022-2023 https://ertcquiz.com/ A tax credit on your payroll expenses due to Covid. The 2020 ERC Program is a refundable tax credit of 50% of up to $10,000 in wages paid per employee from 3/12/20-12/31/20 by an eligible employer. THAT’S $5,000 PER EMPLOYEE! In 2021 the ERC increased to 70% of up to $10,000 in wages paid per employee per quarter for Q1, Q2, and Q3. That is a potential of up to $21,000 per employee. EMPLOYEE RETENTION TAX CREDIT 2022-2023 https://ertcquiz.com/ A tax credit on your payroll expenses due to Covid. The 2020 ERC Program is a refundable tax credit of 50% of up to $10,000 in wages paid per employee from 3/12/20-12/31/20 by an eligible employer. THAT’S $5,000 PER EMPLOYEE! In 2021 the ERC increased to 70% of up to $10,000 in wages paid per employee per quarter for Q1, Q2, and Q3. That is a potential of up to $21,000 per employee.



Exitcution - Business Exit Readiness - You Better Start NOW!

• Greater New York City Area

• Managing Director

  • May 2018 - Present

  Successful business sales often start with an exit planning process years before the sale occurs. It is a fact that 100% of all Business Owners will sell or exit his/her business at some time. Most often when asked, business owners over the age of 50 would “really like to sell in 5 to 7 years”. However, most Business Owners don’t have exit plans prepared for their business, retirement, or estate. Business Owner concerns are: ► To maximize the business’s selling… Show more Successful business sales often start with an exit planning process years before the sale occurs. It is a fact that 100% of all Business Owners will sell or exit his/her business at some time. Most often when asked, business owners over the age of 50 would “really like to sell in 5 to 7 years”. However, most Business Owners don’t have exit plans prepared for their business, retirement, or estate. Business Owner concerns are: ► To maximize the business’s selling price and after income & estate tax value before selling it or minimize taxes when transferring the business to family members ► Getting enough value from a sale to meet your financial security for retirement and addressing what would happen to your business and family’s financial security if you were to become disabled or prematurely die. ► www.Exitcution.com for Business Owners to educate and PREPARE themselves for the eventuality (hint: it’s 100% going to happen). Exitcution is also for professions (exit, financial, succession, & estate planners; CPAs, attorneys, business appraisers, insurance agents, trust officers, and ESOP professionals) who are experts in the field and who can share information with Business Owners. Show less Successful business sales often start with an exit planning process years before the sale occurs. It is a fact that 100% of all Business Owners will sell or exit his/her business at some time. Most often when asked, business owners over the age of 50 would “really like to sell in 5 to 7 years”. However, most Business Owners don’t have exit plans prepared for their business, retirement, or estate. Business Owner concerns are: ► To maximize the business’s selling… Show more Successful business sales often start with an exit planning process years before the sale occurs. It is a fact that 100% of all Business Owners will sell or exit his/her business at some time. Most often when asked, business owners over the age of 50 would “really like to sell in 5 to 7 years”. However, most Business Owners don’t have exit plans prepared for their business, retirement, or estate. Business Owner concerns are: ► To maximize the business’s selling price and after income & estate tax value before selling it or minimize taxes when transferring the business to family members ► Getting enough value from a sale to meet your financial security for retirement and addressing what would happen to your business and family’s financial security if you were to become disabled or prematurely die. ► www.Exitcution.com for Business Owners to educate and PREPARE themselves for the eventuality (hint: it’s 100% going to happen). Exitcution is also for professions (exit, financial, succession, & estate planners; CPAs, attorneys, business appraisers, insurance agents, trust officers, and ESOP professionals) who are experts in the field and who can share information with Business Owners. Show less



New Jersey Shore Business

• Monmouth County, New Jersey, United States

• Senior Managing Principal

  • Jan 2017 - Present

  www.NewJerseyShoreBusiness.com Here is our updated program information for 2020: - Only 4 months in business required - We Loan In ALL 50 STATES! - Liens, judgments, bankruptcies, not deal breakers - Loan Amounts from $10,000 to $500,000 - 50% + Ownership required - No asset collateral required - 500+ Personal Credit Score - Funding can be within 2 to 4 Days! - $10,000.00 Average minimum monthly revenue - 4 deposits minimum a month We can get you… Show more www.NewJerseyShoreBusiness.com Here is our updated program information for 2020: - Only 4 months in business required - We Loan In ALL 50 STATES! - Liens, judgments, bankruptcies, not deal breakers - Loan Amounts from $10,000 to $500,000 - 50% + Ownership required - No asset collateral required - 500+ Personal Credit Score - Funding can be within 2 to 4 Days! - $10,000.00 Average minimum monthly revenue - 4 deposits minimum a month We can get you a funding offer THIS WEEK! We just need 4 months business bank statements & an easy, one page application! Visit our site now for a quick answer after short application filled out: http://NewJerseyShoreCapital.com - or Call me at 732.714.4299 Show less www.NewJerseyShoreBusiness.com Here is our updated program information for 2020: - Only 4 months in business required - We Loan In ALL 50 STATES! - Liens, judgments, bankruptcies, not deal breakers - Loan Amounts from $10,000 to $500,000 - 50% + Ownership required - No asset collateral required - 500+ Personal Credit Score - Funding can be within 2 to 4 Days! - $10,000.00 Average minimum monthly revenue - 4 deposits minimum a month We can get you… Show more www.NewJerseyShoreBusiness.com Here is our updated program information for 2020: - Only 4 months in business required - We Loan In ALL 50 STATES! - Liens, judgments, bankruptcies, not deal breakers - Loan Amounts from $10,000 to $500,000 - 50% + Ownership required - No asset collateral required - 500+ Personal Credit Score - Funding can be within 2 to 4 Days! - $10,000.00 Average minimum monthly revenue - 4 deposits minimum a month We can get you a funding offer THIS WEEK! We just need 4 months business bank statements & an easy, one page application! Visit our site now for a quick answer after short application filled out: http://NewJerseyShoreCapital.com - or Call me at 732.714.4299 Show less



New Jersey Shore Digital

• Brielle, NJ

• Managing Partner

  • Feb 2011 - Present

  We're a premier digital marketing agency serving the needs of small to mid-sized software, technology, financial services, and legal companies all around the globe. By focusing on real-world metrics that increase website traffic, Internet-based sales leads while building brand awareness in your specific market segment. BlueGreen Digital considers every account to be unique—which is precisely why you need us to create a tailored, custom digital marketing campaign especially for your firm. We're a premier digital marketing agency serving the needs of small to mid-sized software, technology, financial services, and legal companies all around the globe. By focusing on real-world metrics that increase website traffic, Internet-based sales leads while building brand awareness in your specific market segment. BlueGreen Digital considers every account to be unique—which is precisely why you need us to create a tailored, custom digital marketing campaign especially for your firm.