From $150K to $500MM we can source your funding both debt & equity.
After a gainful career in domestic and international manufacturing sales and sales management, Michael began his profession in the financial services sector in 2002 as a personal producer of health and life insurance services focused on the micro and small business owner marketplace. In 2008, Michael contributed to the formation of a collaborative consulting firm focused on a systematic approach that prepared business owners to exit their business at the highest enterprise value possible and securing wealth through personal financial management solutions.
In 2012 Michael transitioned to leading the sales and operation efforts for a startup SaaS firm. The company provided exclusive software tools used by CPA firms, wealth management firms, and exit planning consultants to assist their clients in identifying and ultimately quantifying how underdeveloped operations negatively impacted enterprise value and growth. The software then guided consultants through a methodical improvement process to maximize enterprise value.
The experience of business exit planning transitioned to an independent broker approach helping organizations and individuals finance business acquisitions and commercial real estate projects..
Michael graduated from Truman State University, has a Master of Science in Management from Baker University, and achieved a certification from the Leadership in Life Institute.
Member of the Board of Directors, Vice President & Fund Raising Chairman for Solutions at Work, 2012-2017 Spreading awareness to this cause to help end the recurrence of homelessness. Our fund raising provides the tools (appropriate interview clothing, used laptops and education) to help those who have fallen to poverty, regain self-sufficiency and become productive citizens in our communities.
Member of the Board of Directors & Political Involvement Chair (PIC) for National Association of Insurance and Financial Advisors, 2009 – 2011 Served as Chairman of the Political Involvement Committee from 2009 to 2011. Part of leadership group in renewing "On the Hill" activities at the MA State House. Lead active participation, meeting with local and state representatives, setting standards and guidelines for productive legislative discussions.