About

Our Mission

ProVisors® is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another (and you).

Our History

ProVisors Timeline

Collaborating for Excellence

Collaborating for Excellence®

ProVisors members are senior-level trusted advisors who establish meaningful relationships with each other by participating in ProVisors group meetings, casual small-group gatherings (troikas), educational forums and virtual communications, resulting in a high-level of trust within the community. Members are committed to one another to generate multi-disciplinary solutions not readily available elsewhere for their clients. As a result, many clients of members recognize ProVisors as the access-point to skilled and dependable professionals to meet their business and personal needs.


Who does ProVisors consider a Trusted Advisor?

A trusted advisor is a professional who uniquely occupies a position of trust with clients. They regularly turn to him/her for guidance on business and personal matters, both within and outside of the professional's discipline. Thus, the trusted advisor exercises substantial influence over his/her clients' affairs; enjoys long-term client relationships; and regularly introduces clients to other professionals to help them achieve specific goals.

Membership

Membership in ProVisors is limited to highly respected professionals whose standards of performance and quality of services are constantly monitored by their fellow members. This peer accountability is one of the greatest benefits for members and clients working with ProVisors professionals. Members commit to our Code of Ethics and respect our Non-Solicitation policy.

If you are a senior-level advisor in one of the following professions and are interested in becoming a ProVisors member, please click here to complete a Prospective Member Questionnaire. 

  • Accounting
  • Legal
  • Banking and finance
  • Financial services
  • Insurance
  • Real estate
  • Investment management
  • Human resources
  • Marketing
  • Consulting 

Founders


 

Board of Directors

BOARD OF DIRECTORS

Steve Martini  |   Group Leader of Encino I and Member of Mergers $ Acquisitions II


CPA - Martini Iosue & Akpovi - CPA's

Full service accounting firm serving small and mid-size closely held companies and high net-worth individuals.



Larry Braun  |   Member of Encino I and Mergers $ Acquisitions II


Esq. - Sheppard Mullin Richter & Hampton LLP

Chairman of SMR&H's Corporate Practice. A business and securities lawyer for mid-sized companies, specializing in M&A, transactions, business planning and solving business problems with an efficient and hands on approach.


Peter Adee  |   Member of Encino I


88 Media

Consultant and former marketing executive who previously worked as Marketing and Distribution President at Relativity Media, Overture Films, and a number of studios including MGM, Disney and Universal.

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