BUSINESS OPPORTUNITIES

The Member Exchange

April 28, 2025

There are 20+ advisors, 2 m&a and 19 job opportunities this week
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1032 Exchange - CHI
Hi have an customer that needs to do a 1032 Exchange but doesn't understand the process. I am have never heard of it.
Accounting Firm
Pennsylvania Borough looking to outsourcing their accounting. Looking to move to Quikbooks platform.
Accubuild CPA/Accounting Expert- OC
Need an Accubuild expert to help with a migration and on-going needs
Acquisition Contacts at Amazon or Iron Mountain
I am working on a tax assessment appeal on a decommissioned generation site and am looking to speak with someone at Amazon or Iron Mountain who deals with buying land for data centers. Any introductions would be welcome.
Ad Buyer - Employment Law Leads (CA)
Looking for an ad buyer with proven experience generating qualified leads for CA plaintiff-side employment law (discrimination, harassment, etc.). Not looking for general marketing - only direct-response lead gen via Google PPC, Meta, etc. If that's you, please email: Platforms you run Pricing (setup, monthly, ad spend min) Cost-per-lead ranges Timeline to launch Who handles copy/creative If this isn't your exact niche, no need to reach out. Thanks, Benjy (benjy@smithlaborlaw.com)
AI Content Engine Advisor
I'm looking for assistance in creating an AI content engine that can be used to identify content that has performed well (website SEO, social engagement), assist with idea generation, and produce new content per my specifications. Looking for someone well versed in the capabilities of relevant AI tools, who can create the processes required to get them to work together as a content engine. This trusted advisor can be located in any region.
Armenian-Speaking Family Law Attorney
Potential client in need of an Armenian-speaking family law attorney. Certified specialists strongly preferred.
Attorney - Boise
Seeking atty to domesticate a six figure CA judgment in Idaho. The defendant may reside in Nampa, ID
Attorney for FDA approval of OTC Pain Cream -DCM
I have a doctor client who is trying to formulate a non-opioid over the counter pain cream. He is looking for an attorney who has experience in navigating the FDA regulations or other regulations which would apply?
Attorney to Assist with Improper Sharing of PII by TPA for Investment Advisor
Contact is seeking attorney to provide advice on 1) potential remediation/response and 2) potential actions to be taken against a third-party administrator (TPA) of an investment fund that improperly shared personal (investor) information (PII) with a phishing email account. Geography not as important as expertise. Contact is based in Nevada, Fund is based in Virginia, TPA is based in Maine.
Attorney to Assist with Sale of Small Financial Planning Business - NYC
Small (<$50mm AUM) financial planning firm located in Hudson Valley in upstate NY focused on women clients looking for an attorney to review documents and provide general advice as she sells her firm.
Attorney to File for a Deceased Document Name Change Court Order - CO
I need to get a court order to direct for a name change on 2 birth certificates and one death certificate, so need an attorney who can help me file for that in Colorado.
Attorney with significant experience with LA County Assessor's Office
Have a client who may need help getting around a reassessment for failure to report a death of a joint tenant in a timely fashion. Thinking maybe someone who has regular contact with that office might be useful to client.
Auto Liability/Vehicle Recall Inquiry
PC is asking for: a lawyer/advisor we could speak with to understand a few questions we have. Concerns: If we get into an accident and it is our fault will our insurance pay if our vehicle is under recall? If our babysitter is driving our vehicle with our kids and gets into an accident can she sue us since our vehicle is in a recall? (We will have a few nights away in June and we usually let our sitter to drive our vehicles). Could we possibly turn in our vehicles for the 2025 which do not have this issue? What rights do we have at this point?
Business Consultant / Manufacturing, Sales - PNW
Looking for a consultant/coach with experience helping a small niche manufacturing company pivot it's product/ utilization their machinery. Located in Oregon- PNW contact may be helpful - but remote ok!
Business PayPal Account (Hacked) Advisor
A friend's business PayPal account was hacked. The thief changed the linked bank account and stole $20,000. If you've dealt with something like this or know how to fight it with PayPal, please reach out to me: sbasta@bastacpa.com
Civil Litigator to Bring Defamation Case - OC/LA
Looking for a civil litigator to bring a defamation case. Client is located in Orange County, but is open to LA area attorney as well. Please email me at kiran@sigcommercial.com.
Collections Specialist
We are in need of a solid and affordable Collections Specialist to help with some aging, outstanding debts. We are based in Chicago, but can work with the right person if they are based elsewhere.
Commercial Dispute - North Bay Area
An olive grower has a dispute with the packaging services provider.
Construction Contract Attorney - LA
We have a General Contractor that has a contract dispute and is looking for advisory. Southern CA Region
Contract Attorneys and Business Advisors with Experience in the Creator Economy
Seeking contract attorneys & business advisors for OnlyFans content creators. These entrepreneurs need help with contracts, LLCs, IP, and revenue planning. Must be comfortable in adult content space and provide nonjudgmental, professional support. If you've got experience in the creator economy or know someone who does, please reach out? I'd love to build a referral network. Email me to connect.
Corporate Attorney - AUS
I have a client with an innovative business in South Africa that wishes to expand manufacturing to the United States, and I will need a corporate attorney that can set up the Texas entity and properly advise a foreign national on matters of tax end up doing business in Texas as well as being able to negotiate a commercial or industrial lease.
Counsel for Family Law - Colorado
I'm trying to help a business partner identify counsel for child custody battle in Fort Collins, CO. The child has been living with father in CO. Mother lives in a different state and now wants full custody.
Counsel for Home Permitting Dispute - SFL
I'm trying to help a business partner identify counsel on a permitting dispute involving a home in Vero Beach, FL. The matter started as a dispute between the homeowner and a contractor and has ripened into a set of alleged permitting violations.
CPA - Specialty in Ireland and US Taxes
I have a client who currently resides in Ireland and has assets in the US. Seeking a CPA that is familiar with both countries tax codes to optimize tax strategies.
CPA with Bookkeeping Specializing in Restaurants
I have a Restaurant client that is looking for a new CPA and Bookkeeper but wants them to be at the same company for coordination. Apparently her current ones do not work closely together.
CPA/Bookkeeper Specializing in HealthCare Practice - NYC
I have a client that is looking for a new CPA and Bookkeeper but wants them to be at the same company for coordination. Apparently his current ones do not work closely together. He is looking for someone that specializes in Health Care.
Criminal Defense Attorney - Louisiana
Adult daughter called looking for a criminal defense attorney for her mother, incarcerated in Covington LA on aggravated assault. Hearing's coming up very soon.
Debt Collection Attorney - NY/NJ/Penn
I'm currently speaking with an AI-driven debt collection litigation company looking to partner with attorneys in New York, New Jersey, and Pennsylvania. There is an opportunity for consistent debt collection work, primarily involving smaller-sized cases at discounted rates. However, the company's AI technology significantly automates and streamlines much of the litigation process, making it highly efficient. Attorneys interested in exploring this opportunity do not need to be licensed in all three states. If you're interested or would like additional details, please reach out.
Divorce Attorney - Wayne County, Michigan
Seeking referral to a Michigan divorce attorney. Parties are located in Grosse Pointe Farms, Wayne County.
Divorce Lawyer - Baltimore Area
Colleague seeking Baltimore area divorce lawyer--thats all I know and want to give them a couple names from provisors. First come first serve
E2 Investor Visa
Turkish client seeks guidance concerning an E2 visa and related investment opportunity.
Employment Attorney (Employee side) - Michigan
Recommendations for an Employment Attorney (employee side) based in Michigan would be greatly appreciated. Thanks.
Employment Law Attorney - DCM
Client in Northern Virginia seeks an employment attorney for a consultation regarding a termination without notice. Referrals and contact information will be passed along.
Equity Compensation Attorney - SD
Small RIA is looking for an attorney to help them put in place an equity compensation plan
Estate Planning Attorney - HOU
Have a business owner client, owning multiple businesses in McAllen, TX. Looking for a strong estate planning attorney, client is in a taxable estate and wants to only work with local attorneys in the McAllen area.
Estate Planning Attorney - NE
Spanish-speaking homeowner in Massachusetts seeks an estate-planning attorney.
Estate Planning Attorney for Trust Amendment - CA
Husband and Wife created a trust in CA and served as co trustees. Husband died and surviving spouse moved to OH. She would like to amend the trust to remove a provision that provided some disability benefit for one of the grandchildren. I've been advised that a CA based attorney should be brought in to advise.
Experienced Wiki Editor - SFL
A client/good friend is working with Wikipedia to get his information ready for publication. He is looking for an experienced Wiki editor to assist him.
Expert Witness on Voice Identification - DFW
I am looking for an expert to listen to a few recordings and tell me for certain whether it is the same speaker on the recordings. If you have a recommendation please let me know.
Family Law Attorney - New Mexico
Client needs family law attorney to do postnup agreement to confirm separate vs. community property holdings.
Family Law Attorney - SEA
I am in need of a family law attorney for a client in Seattle, Washington, specifically to advise on a cohabitation agreement.
FIRPTA Tax Law and/or US-Puerto Rico Tax Law
We are working with a client who resides in Puerto Rico and is selling investment property located in Colorado. The client intends to complete a 1031 exchange into replacement property within the United States. To ensure proper guidance and compliance, we are seeking a tax advisor with expertise in U.S./Puerto Rico tax coordination, including familiarity with FIRPTA (Foreign Investment in Real Property Tax Act) provisions and applicable cross-jurisdictional tax considerations.
Florida Estate/Trust attorney - Sarasota County
I need advice on my fathers estate and trust who passed in 2021.
Foreign Trade Zone Service for Bay Area Manufacturer
Looking for FTZ service connections and details to assist a Bay Area Manufacturer who is expecting Chinese cargo delivery to the port of Oakland from China. Please contact Claudia Ferguson - Heritage Bank of Commerce - claudia.ferguson@herbank.com 650-645-6484.
Fractional HR / Assessment Support (Florida)
I'm seeking a professional, ideally based in Florida, familiar with the following assessments: Culture Index, DISC, and/or 5 Voices. This would support me in an active consulting engagement with a CEO. The ideal partner can assist in executing, interpreting, and supporting the development of team insights based on the assessments.
Freelance Data Entry Specialist (PracticePanther) - DFW
My client is seeking a freelance or contract data entry professional to assist with data migration, cleanup, and ongoing data entry tasks within PracticePanther, a law firm practice management system (experience with other practice management platforms will suffice). Responsibilities: Enter, update, and maintain client and case information in PracticePanther Perform data cleanup tasks to ensure accuracy Assist with matter setup, time entry updates, and document uploads as needed Work with firm staff to prioritize and complete assigned tasks promptly Please email Glennie@roymna.com.
French Speaking Attorney Licensed in France to Prepare a Will Valid in France
I have a client in Massachusetts who needs to designate who will inherit their french second home in Bassoues. I could use a referral as well as a paid consultation. Thank you. - Attorney George Warshaw, gwarshaw@warshawlaw.com
Google Expert - LA
Help w/ 2nd Business Location / Google Business Profile. I am looking for a Google expert who can assist me to add a second location to my firm's Google Business Profile - I haven't been successful in creating the new, separate business profile for the new location.
Head of Retail Banking Research Interviews
We are conducting a research project for a UK-based FinTech evaluating market opportunities within the US retail banking sector. The request is for 30-minute interviews with banking leaders responsible for defining and marketing consumer products, such as checking and savings accounts.
Healthcare Contract Negotiator
ISO: Healthcare contract negotiator, that is someone who represents hospitals in their contract negotiations with insurance companies. Must have experience with greenfield start-up hospitals and be willing to provide expert testimony in a litigation context.
HOA Attorney - OC
Member of 3 unit HOA refusing to follow bylaws. HOA is looking to pursue formal legal action.
HOA Attorney Representing the Home Owner - SV
I have a client looking for help with an HOA matter. Please contact me at jerrylovatt@att.net
Horses and Horse Farm Appraiser
I need a referral for a new prospect who needs to value horses and a horse farm for an estate.
Insurance Coverage Building Damage - SFO
Looking for an insurance coverage lawyer used to working with owners and HOA underwriters re apportioning responsibility for significant damage to the building.
International Investment Banker or Private Equity Panelist
Association for Corporate Growth (ACG) West is looking for an international investment banker or PE to join a panel IN PERSON IN NAPA CA at 2PM on May 29th. The title of the panel is "Cross Border M&A in a new Era"
Internet Lawyer to Force Meta to Deal with Defamation
Client needs assistance to deal with Meta. Her ex-husband posted bogus "call girl" ad using her name and her daughter's phone number. He agreed to remove it, but is unable to. Meta is impenetrable. Need lawyer to rattle their cage, possibly under threat of lawsuit.
Internet Lawyer to Force Meta to Deal with Defamation - SV
Client needs assistance to deal with Meta. Her ex-husband posted bogus "call girl" ad using her name and her daughter's phone number. He agreed to remove it, but is unable to. Meta is impenetrable. Need lawyer to rattle their cage, possibly under threat of lawsuit.
IT Manager / Systems Administrator
I have a client's son looking to get back to Chicago after graduating from the University of Iowa in December of 2024 and working in Iowa City. He is looking for a position as an IT manager or Systems Administrator. Please let me know if you have a connection.
JDE Manufacturing/ MRP Expert
Please refer me with a JDE (EnterpriseOne 9.2) manufacturing / MRP expert. I have a question about how to offset the number of days between the finished good and the subassembly (using lead time) so that the subassembly start date shows correctly in MRP. Please refer them to landerson@lma-consultinggroup.com.
Labor Law / Severance Agreement - NYC
A friend's daughter in New York has been summarily fired from her job after 18+ years without any notice. The employer also in NYC wants her to sign a severance agreement and is willing to pay her next 12 months salary. The background is that the employer is complicit over the years in forging some certificates and is now making my friend's daughter a scapegoat. She is not looking to sue anybody but just needs guidance on whether she should sign the severance agreement and wants to ensure that nothing comes back to haunt her. Anybody willing to help? It's time sensitive.
Labor Law Litigator for Defense of Claim - SEA
The client needs a labor law attorney to defend a labor claim in Washington state.
Landlord/Tenant Attorney - NYC
Looking for a referral to a real estate attorney or tenant rights specialist in New York. I can be contacted at cho@cholawllc.com
Licensed Business/Employment Attorney - Utah
I have a client who is looking for a referral to a Utah-licensed attorney to advise her on risks and legal implications of leaving her current medical practice following an equity purchase by a VC firm. It would require review of equity purchase and employment contract and looking for someone with a strong background in both areas.
Licensed Real Estate Attorney - Wyoming
Hello - My client is one of 8 beneficiaries of an irrevocable trust that holds a large (in terms of FMV and acreage) ranch inside of it in Wyoming. The property is listed for sale and an offer is coming in from a non-profit. My client is looking for a Wyoming attorney with ranch experience to review the offer.
Litigation Attorney for Shareholder Arbitration - Delaware
My California clients invested $8 million (plus $2M in consignment goods) in two related Delaware companies that sell gold and diamonds and have a fraud claim. Contract provides for Delaware courts; no arbitration provision. Looking for Delaware attorney to pro hac vice me and also assist in litigation.
Litigator - St. Louis
A client of mine in North Carolina has been named in a lawsuit in St. Louis regarding a contract they have with the St. Louis public school system. We are looking for a litigator, or a referral to one, to represent them in this matter.
Lobbyist--DC City Council
I am looking for a lobbyist with experience dealing with the DC City Council
Medical Malpractive Attorney - PHX
A client needs to consult with a med mal attorney in phoenix regarding a surgery gone very wrong leaving him with lifetime disabilities. please get back to me with recommendations
Meta/Facebook Ads Specialist
We run a commercial loan brokerage in New Jersey. We generate leads and data through Facebook Ads we post. However, we are running into a problem optimizing the ads we are posting. Majority of the leads coming in are not qualified. We are looking for someone to teach us and walk us through optimizing the lead gen.
Mineral Attorney - CA
I have a client who is looking for a California mineral attorney to help them understand some Barite mineral rights they acquired. Please reach out to me at madeline.harlan@cadencebank.com
Nonprofit Bankruptcy Lawyer - NE
A nonprofit client has voted to dissolve and needs a lawyer familiar with nonprofit bankruptcy, dealing with debtors, etc
Onsite De-Escalation Trainer - SFO
Looking for a referral on behalf of a client in San Francisco seeking an onsite trainer for a staff of 25. The training will focus on de-escalating emotional or confrontational situations with customers or community members, with an emphasis on practical tools, trauma-informed responses, and self-awareness. Ideal trainers have experience in crisis response, mental health, or public service. Please reach out if you know someone who may be a good fit!
Onsite Property Management and Bookkeeping - OC
A client owns multi-tenant industrial properties mostly in SoCal and one in AZ. They are looking to speak with full-service property management firms who can do both on-site management and bookkeeping. Know anyone that I should talk to?
Outsourced Accounting for Property Management Company
AppFolio and Yardi day-to-day accounting support and monthly reporting needed.
Personal Financial Advisor / Coach - SEA
A newly married couple in Seattle is looking for financial advice. (We might help them with their bookkeeping needs, but we don't offer financial advice, so need to make a referral for this.) The client has significant credit card debt. They want help determining how to share responsibility for the debt, and how to split up ongoing expenses. One of them is a business owner (salon) and the other is a federal employee. It would likely be a small client. Their mortgage is $4500/month.
Phantom Tax Advisor - NE
Seeking an advisor with experience successfully negotiating minority shareholder rights for mandatory tax distributions from Delaware entities to avoid phantom tax problems and minority squeeze out.
Plaintiffs Attorney/Small Claims Attorney - LA
A jewelry repair shop admitted fault in losing a client's engagement ring when it was in the possession of the shop owner. Owner is now refusing to compromise on a fair replacement value and process. Can contact me
Possible Representation for Banking Issue - NE
US/Russian dual-citizen is being investigated by her Massachusetts bank for a Paypal payment that she made to someone in Russian or Ukraine. The payment was for an online class about manicure design. Her account was frozen, seems to now be unfrozen, but the investigation seems to continue. She seeks advice and possible representation by an attorney who can help her understand this banking issue
Probate Attorney - Bryan, Texas
My law partner is looking for a trusted probate attorney for Bryan, Texas.
Probate Litigator (South Bay) - SV
Missing will and trust in an odd matter involving decedent's family and a Catholic religious organization, stolen documents.
Professional Trustee - Albuquerque
Need a professional Trustee in Albuquerque, want smaller regional firm.
Property Tax Assessment Lawyer - LA County
Client needs a lawyer with a long overdue change in ownership which would normally be exempt, but is not now due to lapse of time. Need someone with familiarity with assessor's office.
Real Estate Attorney - McKinney/Dallas, TX
Our client has a house at McKinney TX 75070, which is given on a month-to-month rent. The tenant is not paying rent. My client needs help in evicting his tenant.
Real Estate Attorney - SEA
We need local counsel to help with simply recording a document against title for a commercial property held in Washington State.
Rental Car Damage Dispute
Contact rented a car in South Dakota. Rental company (Hertz affiliate) is claiming damage to the car and seeking unsupported reimbursement. Client disputes the damages and needs assistance in the dispute with the rental company.
Residential Real Estate Attorney - Valencia, Spain
My client needs a residential real estate attorney in Valencia, Spain for a close friend of his. The situation is a bit extreme and time-sensitive. If you have such a connection, please reach out to me ASAP.
Residential Real Estate Attorney (Pre-Dispute) - LA
Seeking a real estate attorney familiar with LA residential tenant laws who can advise a client of mine on the brink of a dispute with his landlord. The client is considering filing complaints with authorities and potentially a civil suit.
Rocket Lawyer Connection
A Massachusetts start-up company is looking to make connections with Rocket Lawyer concerning an opportunity to provide a need that Rocket Lawyer has indicated its platform and services may be looking to add or increase. Does anyone have a connection within Rocket Lawyer?
SBA Lender for Startup - NJ
My client has a food delivery startup business and would like to look at SBA loans. Very early stage.
Security Guard
Client is in need of a security guard for a small, afternoon gathering in his backyard in Brentwood for 2-3 hours. Please send recommendations to dhorvitz@cheviot.com. Thank you.
Space/Defense Startups seeking Family Office Strategic Investment
I have a couple of rapidly growing clients in Space and defense tech (series A/B) seeking introductions to family offices who can be strategic investment partners.
Tax Support - SD
My friend is looking for a San Diego based tax professional who knows tax laws for seniors/whole life insurance policies. Please email me at Andrew@NoTypicalMoments.Co so I can share your information.
Trust Company for Special Needs Trust
Need a trust company who can be trustee for a Special Needs Trust. Location in the Chicago Suburbs is ideal.
Wrongful Termination Attorney - HOU
A very long-time employee of St Thomas University (private) was dismissed without cause, her insurance terminated prematurely and was denied unemployment because the university had not been reporting her wages in over a year. She needs an attorney who can help her and has asked for a referral.
Admin Assistant
Admin Assistant (20 hrs/week) Tax attorney in Thousand Oaks seeks experienced assistant to answer phones, prepare correspondence, rand handle administrative tasks. Must be organized, detail-oriented, and proficient in Word/Excel. Prior legal or professional office experience preferred. Flexible schedule. Email resume and brief intro to rleonard@leonardtaxlaw.com.
Attorney - CO
Looking to hire a 4th attorney for a growing litigation practice in Colorado and the Midwest. https://www.google.com/search?q=Senior+Associate+Attorney+-+Litigation+and+Advisory&ie=UTF-8&oe=UTF-8&hl=en-us&client=safari&udm=8#vhid=vt%3D20/docid%3DIo8Mqt8eWRTCfTM3AAAAAA%3D%3D&vssid=jobs-detail-viewer
Attorney for Law Firm Formation - LA
We are looking for an attorney with a specialty in forming law firms specifically.  We already have an attorney for entity formation, we are looking for a specialist who's focus is law firm formation and law firm partnerships in the state of California.
Attorney or Small Firm
Hi all! We are looking for an experienced business/corporate/employment/tax attorney or a maybe even a small firm to fold into our firm. At Momentum Law Group, we take pride in not being lawyer-y. So, if you know anyone that is looking for a change so that they can love practicing with people that they'd like working with, have them reach out!
Audit Associate - Part time
We are looking for a Part-time Audit associate for our California offices. Should be licensed in California.
Business Development Manager
Seeking a dynamic and technically oriented Business Development Manager to drive growth of our electrical interconnect product by securing print position at equipment OEMs in a variety of industrial and lighting industry applications. The primary responsibilities of this individual are to develop and execute the sales, market, and application strategy to target and develop design-in opportunities with device OEMs with both target accounts and geographic markets while coordinating...More details: https://integressinc.com/job/business-development-manager-sacramento-ca/
Business Litigation Attorney - SAC
We're a recruitment firm hiring for a top Sacramento law firm! Seeking an Associate Attorney with 3+ years in business litigation. Handle commercial disputes, draft pleadings, and represent clients in court. Need strong research, writing, and communication skills to manage cases in a fast-paced team.
Business Valuation Manager
DiSanto, Priest & Co. is currently searching for a Business Valuation Manager to join our Business Valuation, Forensic and Litigation Support practice as a critical part of our talented and highly experienced team. Our valuation specialists deliver high quality analysis and reports. As a manager, you will further develop your expertise and experience in valuation engagements for various purposes including tax compliance, mergers and acquisitions, strategic planning and litigation support. Must have 8+ years of experience and possess the Accredited in Business Valuation (ABV) credential
CA Attorney with Experience in Product Liability (Food Industry)
We're seeking an attorney or legal consultant with experience in product liability, specifically cases involving foreign objects found in food sold at restaurants. Requirements: 1. Proven background handling product liability claims 2. Familiarity with food safety regulations and standards 3. Ability to advise on risk, liability, and next steps in consumer complaints
Client Relationship Specialist - Tacoma, WA
Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced client service professional who has a passion for assisting clients. This role is based in our Tacoma, WA office and will support clients in both Tacoma, WA and Lake Oswego, OR. We are looking for a self-starting problem solver, with a strong sense of client service, who can think critically and wants to be part of our team. Please visit the link below for a full position description. https://www.linkedin.com/jobs/view/4219846816
Delivery Lead & Fractional CFO - Remote
We?re hiring a full-time Delivery Lead & Fractional CFO to join our team. You?ll act as CFO for purpose-driven startups and lead our internal consulting team. We're not looking for CFO consulting firms, agencies, or vendors, we're looking for an individual with 7+ years in senior finance, ideally with a CPA, CFA, or MBA. Join VV and help shape the future of mission-driven companies. Reach out at info@vanreuselventures.com
Director- Accounting and Family Office Services
Venturi Private Wealth, based in Austin, TX is one of the fastest growing wealth management firms in one of the fastest growing cities in America. Join our vibrant Austin office and help deliver the type of client service that has caught the attention of Forbes (Best in State Wealth Advisors), Financial Times (FT 300 Top Financial Advisers), Austin Business Journal (Fast50) and many others. Overview The Family Office Service team provides accounting and consulting (CFO Services) to ultra-high net worth individuals and families. https://www.linkedin.com/jobs/view/4222001001
Estate Planning Paralegal or Secretary - CHI
Should have experience working with estate planning documents in Illinois, working with smokeball and other programs, and doing asset transfer, prefer in person in Naperville as this is a client facing position
Executive Coach - All Regions
All regions welcome. Know a coach who can handle high-stakes execs without flinching? We're looking for seasoned pros to join our team who resolve conflict, shift behavior, and uphold ironclad ethics. Executive Lion Tamer® offers premium clients, proven tools, and a bold brand.
Financial Services Customer Service Associate
We are seeking a detail-oriented and professional Customer Service Associate to be the first point of contact for our clients. This role is pivotal in ensuring a seamless client experience and supporting our advisors in delivering top-notch financial services. Key Responsibilities: * Manage appointment scheduling and calendar coordination for advisors * Prepare and process client documentation accurately and efficiently * Maintain organized client records, both digital and physical * Assist in client onboarding and follow-up processes
Financial Services Customer Service Associate
We are seeking a detail-oriented and professional Customer Service Associate to be the first point of contact for our clients. This role is pivotal in ensuring a seamless client experience and supporting our advisors in delivering top-notch financial services. Key Responsibilities: ? Manage appointment scheduling and calendar coordination for advisors ? Prepare and process client documentation accurately and efficiently ? Maintain organized client records, both digital and physical ? Assist in client onboarding and follow-up processes
Fractional CFO & Delivery Lead - Remote
Vanreusel Ventures looking for Fractional CFO & Delivery Lead. Remote Position. Guide mission-driven companies toward growth while mentoring a high-performing team. Lead financial strategy, deliver top-tier reports, drive business development, and champion firm-wide innovation. Must have 7+ years' finance leadership experience, a passion for impact, and strong analytical and relationship-building skills. Reach out: info@vanreuselventures.com
Fractional CMO
Client seeking a fractional CMO in the Entertainment, Publishing and/or Pop Culture industries. Located primarily in LA, will consider hybrid/remote. Contact: marchonorof@gmail.com
Fractional General Counsel and/or Business Contracts Attorney (Remote)
Seeking attorney with significant experience as fractional general counsel or in-house counsel, or with drafting a wide range of business contracts to join our growing cloud-based firm. See more here: https://gretchenmccordlaw.com/wp-content/uploads/Job-description-4.2025.pdf
In-house Counsel - Boca Raton
Leading RE invest. firm (approx $16.5 billion AUM), seeks 2 RE attys for BOCA RATON office. Ideal is mid-to-sr level assocs, but open. 'Equity' team needs complex commercial RE exper: JVs, development, acquisitions, dispositions, leasing, and financing txns 'Debt' team needs complex commercial RE finance txns: loan orig, intercreditor/ co-lender agmts/note trading, note-on-note financing/other lev. finance Hands on heavy deal flow + higher comp than BigLaw. 5 days/week in-office. FL bar NOT nec.
In-House General Counsel - SFO
Are you a construction attorney working for a law firm with major billing requirements? How about working as in-house counsel for a local construction company that does large infrastructure projects? Great client, office is in Livermore, and they pay a competitive salary. 5 years or less experience is great! Contact Warren Mead for more.
In-person Admin Assistant - HOU
We are interviewing candidates for an in-person admin assistant in Houston, TX. Please email info@hexagoncre.com if you have a candidate you can recommend. Thank you - Alejandro
Lead Financial Advisor - Jericho, NY
The Lead Financial Advisor is a key player on our team. You'll be the main point of contact for your clients * diagnosing their needs, building financial plans, making recommendations, and helping them take action You'll quickly step into managing important client relationships that are currently handled by Opal's founders * taking on meaningful, high-quality client relationships right away. You'll also spend part of your time helping to grow the firm * developing new client relationships, COI networks, and identifying opportunities to expand relationships with existing clients
Legal Sales/Client Relationship Manager
The Relationship Manager is responsible for key aspects of client acquisition, and they serve as the first point of contact for prospective clients. They use consultation expertise and business development skills to deliver a warm, informative experience to existing clients and prospective clients that showcases Volpe Law's value. The Relationship Manager also attends networking events and develops relationships within the community to build a robust referral network across various industries and actively promote the firm. This is primarily sales and business development for a litigation firm
Litigation Attorney - SFO
Chan + Punzalan is seeking a litigation attorney with at least 5 years of extensive experience in complex civil or business-related litigation in federal and state courts. The attorney will handle all aspects of the firm's civil litigation practice, with a particular focus in disputes involving commercial matters, founder disagreements, trade secret misappropriation, copyright infringement, and trademark disputes. To apply, please submit a cover letter, a resume, and a writing sample to hiring@chanpunzalan.com.
Litigation Attorney (Hybrid or In-person) - OC
If you want to join a law firm with great culture, one where you look forward to your work everyday, and have a wonderful staff and support structure, we are it! Our firm just celebrated its 14th year in practice, and we are looking for a litigation attorney who is ready to get involved in some very interesting and rewarding cases. The ideal candidate will work closely with the firm?s clients, administrative staff, and senior partners. If you have the ability to handle a diverse caseload, have stellar research and writing skills, can communicate effectively, and use today?s technology well.
Litigation Attorney | Hybrid or in-person
If you want to join a law firm with great culture, one where you look forward to your work everyday, and have a wonderful staff and support structure, we are it! Our firm just celebrated its 14th year in practice, and we are looking for a litigation attorney who is ready to get involved in some very interesting and rewarding cases. The ideal candidate will work closely with the firm's clients, administrative staff, and senior partners. If you have the ability to handle a diverse caseload, have stellar research and writing skills, can communicate effectively, please start your application today
Marketing & Sales Rep for Tax Firm - TX, CO or ID
We are a national tax firm looking to partner with a talented Marketing & Sales Professional to help expand our reach and grow our client base. What We Do: We provide comprehensive tax services including: Individual & Business Tax Preparation Tax Resolution Estate & Trust Returns Business Entity Formation Real Estate Tax Strategies We're Looking For: Has experience in B2B marketing and sales Can develop and implement lead generation strategies Is confident in building partnerships with (e.g., realtors, attorneys, financial planners)
Marketing Director for a High-Growth EV Charging Company
Our client is the fastest-growing company in the EV charging sector. It is backed by a large institutional fund committed to deploying infrastructure capital over the long-term. This, combined with the blue-chip talent the company has already attracted from the EV sector has enabled it to create a competitive advantage as it increasingly focuses on and wins large enterprise accounts. Apply here: https://jobs.crelate.com/portal/treehousepartners/job/1zq5c73q8q48wmj1owsuqp1msh
National Tax Firm Looking for Affiliate Marketers - AUS/ATL
Are you a connector, influencer, or just know people who need tax help? We're a national tax firm offering everything from tax prep and resolution to estate and business services * and we're looking for affiliate marketers to refer clients and earn money. * No experience needed * Earn commission for every referral * Full support and marketing materials provided * Services available in all 50 states Whether you're a realtor, content creator, or someone with a strong network * let's team up! DM or email us to get started!
National Tax Firm Seeking Affiliate Marketers
Are you a connector, influencer, or just know people who need tax help? We're a national tax firm offering tax prep and Tax resolution to estate and business services and we're looking for affiliate marketers to refer clients and earn money. * No experience needed * Earn commission for every referral * Full support and marketing materials provided * Services available in all 50 states MIna@madisontaxsolutions.com 480-352-9995
Part-Time Accounting & Office Assistant - ATL
Detailed oriented bookkeeper/accountant for large event planning firm in Atlanta. This is an on-site position near Hartsfield airport. They estimate they need someone 25 - 35 hours and may move to a full-time position. Summary: The Accounting and Office Assistant supports and collaborates with the Business Manager and Principal in managing day-to-day accounting and administrative tasks. Must have Advanced QuickBooks Online knowledge. Please no recruiters
Partner Opportunities - ATL
Offit Kurman, an Am Law 200 firm, has expanded into Atlanta and is seeking partners with a portable book of business to join our Atlanta team. We offer strong cross-selling support, autonomy to practice your way, flexible billing rates, and an objective, rewarding compensation plan. Our entrepreneurial platform empowers partners to grow their practices on their terms. Practice areas of interest include corporate, real estate, estate planning and labor & employment.
Partners (Forward-Thinking Culture-Oriented) - SFL
The Entrepreneur Lawyers, a boutique business law firm based in Florida and expanding nationwide, seeks partners with a portable book of business to join our South Florida team. We offer cross-selling support, autonomy, hybrid/remote flexibility with full infrastructure, unmatched culture, and competitive compensation that rewards business development and retention. Ideal practice areas: corporate, business litigation, estate planning, and employment law. MSuarez@FloridaEntrepreneurLaw.com
Personal Injury Attorney
We're a recruitment firm helping a growing LA personal injury law firm find passionate attorneys! Manage your own caseload, build client relationships, and make a real impact. Draft legal docs, conduct research, and argue cases in court. Bring compassion, strong communication, and a proactive mindset. Bonus: leadership opportunities and performance bonuses!
Pro Bono Opportunities - NYC
I have two interns (PA) actively seeking pro bono opportunities to fulfill their New York Bar 50-hour requirement. They are eager to contribute their legal skills in research, drafting, client support, or advocacy to assist underserved communities or individuals in need. Please reach out if your organization has opportunities available?I will connect you directly.
Property Bookkeeper
Join Our Team at CREM Management! We're a dedicated, collaborative team of 11 professionals based in Burbank, delivering top-tier property management services in partnership with The CREM Group. We're hiring a detail-oriented Property Bookkeeper to support our controller and property managers. This role is key to maintaining accurate financial records and driving operational excellence. If you're organized, proactive, and thrive in a supportive environment, we'd love to hear from you!
Remote Bookkeeper for CPA Firm - Orlando
Prospera Strategy is hiring a bookkeeper to assist with the daily maintenance of clients? accounting records. We are all about the details at Prospera, so we're looking for someone who cares about the nitty gritty and likes to get nerdy with numbers. We view ourselves as providing high value and high service to our clients, who are small business owners who highly rely on our expertise. If you're ready for your passion for debits and credits to be truly valued and celebrated, please run, don?t walk, and apply. https://shorturl.at/gXUkr
Remote Executive / Legal Assistant - NYC
Flagship Law seeks a proactive, organized Executive/Legal Assistant. Responsibilities: executive support, legal document prep, calendar management, client liaison. Required: 3+ yrs experience, excellent communication, MS Office proficiency, remote work capability. Immigration law experience preferred. Competitive pay, flexible hours. Equal Opportunity Employer.
Remote Trademark Attorney * Senior Counsel, Junior Partner, or Partner with Book
Seeking an experienced trademark attorney: either a senior counsel or junior partner who can manage matters independently, or a partner-level candidate with a portable book of business. This is a fully remote or hybrid (with in office availability in NY Metro, South Florida, or Southern California) or opportunity with flexibility and growth potential.
Seeking Opportunities in Marketing, Media, Production, & Event Management
With a proven track record leading large scale sporting events for global clients, an experienced candidate is seeking a position in the Los Angeles area in Marketing, Media, Production, and/or Event Management. Passionate about crafting impactful campaigns, producing high-quality content, and executing well-planned events, the candidate is skilled in end-to-end event execution, strategic communications, and cross-market coordination across TV, digital, and live platforms.
Senior Litigation Attorney (Hybrid or In-person) - OC
Do you have a successful track record representing clients and are interested in mentoring the next generation of legal professionals? Our firm is seeking an experienced hybrid senior attorney who is adept at handling a large caseload and familiar with all aspects of the business litigation process, particularly drafting pleadings, and motions, conducting mediations, arbitrations, and working toward a resolution.
Senior Litigation Attorney | Hybrid or in-person
Do you have a successful track record representing clients and are interested in mentoring the next generation of legal professionals? Our firm is seeking an experienced hybrid senior attorney who is adept at handling a large caseload and familiar with all aspects of the business litigation process, particularly drafting pleadings, and motions, conducting mediations, arbitrations, and working toward a resolution.
Senior Manager - ATL
Blazej Accounting is a national Fractional Accounting and Controller firm. We are seeking a Senior Manager for our growing firm. The position requires a degree in Accounting, 5+ years of Accounting Experience, Manage Remote Accounting Team, and Advanced QuickBooks Online. Please no recruiters - we are managing hiring in-house
Senior Manager/Potential Partnership - CHI
Dynamic, growing, tax strategy, business strategy and accounting firm looking for an 8+ year experienced CPA who wants to join us with potential future partnership. Chicago Metro located but hybrid model work. Book of business a plus.
Senior Sales & Applications Engineer - Data Center
Seeking a skilled Senior Sales and Applications Engineer to support our sales and solutions expansion into Data Center applications. This role succeeds with an energetic and passionate self-starter, ready to drive change and pursue excellence at every level. The ideal candidate possesses a combination of technical expertise and sales acumen, enabling them to effectively bridge the gap between engineering and business development. Provide pre-sales and post-sales technical support. More details: https://integressinc.com/job/senior-sales-applications-engineer-data-center-seattle-wa/
Senior Sales & Apps Engineer- Industrial Security
Seeking a skilled Senior Automation Security Engineer to support our sales and solutions efforts, optimize our position in high-growth markets, and align with innovators from all walks of life. This role is pivotal in forging strong partnerships, optimizing processes, and executing strategic initiatives that enhance our mission and business objectives. This role succeeds with an energetic and passionate self-starter, ready to drive change and pursue excellence at every level. More details: https://integressinc.com/job/senior-sales-apps-engineer-industrial-security-richmond-va/
Senior Software Engineer
Seeking a highly motivated Senior Software Engineer with an emphasis in development of Embedded FPGA firmware. You will be responsible and accountable for implementing, developing and testing of software features related to existing and our next generation EO/IR Surveillance systems. You will be working with a highly technical team in a collaborative team environment. We have a small company atmosphere where you will have an opportunity to perform a variety of cross-functional tasks. More details: https://integressinc.com/job/senior-software-engineer-lake-forest-ca/
Senior VP of Operations
Our client is a premier provider of transportation services, specializing in the airline industry with a focus on reliable and efficient crew transportation. With operations across the United States, we are committed to delivering exceptional service and maintaining the highest standards of safety and compliance, the Senior Vice President of Operations to lead and oversee their regional operations, ensuring alignment with company goals and reporting directly to the CEO, the ideal candidate will be a strategic thinker with an understanding of transportation operations.
Senior Web Developer (LEMP) - Remote
The Senior Web Developer will primarily work with the SVP Technology (CTO) to enhance & augment current software systems while establishing corporate software development best practices. 7+ years web development/software engineer in LEMP stack (Debian Linux, Nginx, Mariadb, PHP 8.0+) and web front end (HTML/CSS/JS). Knowledge of core design patterns, software architecture, database design, source control & basic security software development practices (static analysis, OSWAP Top 10). More details: hhttps://integressinc.com/job/senior-web-developer-lemp-remote-in-us/
Sr. Project Manager - Baggage Handling Systems
My client is a global OEM in the Baggage Handling industry; they have become the North American leader in the latest technology being deployed - Individual Container System (ICS). They have recently secured multiple major projects at US airports. We are looking to hire a Sr. Project Manager to focus on a highly visible $200M project with a major US airport. Remote in US or Canada. Some travel required. Ideal candidates have experience leading large size projects in baggage or material handling. Contact: christina@sunset-search.com
Systems Engineer
Seeking a Systems Engineer with a strong foundation in optomechanical design and a comprehensive understanding of systems engineering principles. The ideal candidate will excel in bridging the technical intricacies of optical and mechanical systems with the broader requirements of complex engineering projects. This role is pivotal in ensuring seamless integration of optomechanical components into larger systems while adhering to rigorous requirements, traceability, verification, and validation processes. More details: https://integressinc.com/job/systems-engineer-lake-forest-ca/
Technical Project Lead - Baggage/Material Handling Systems - Remote US/Canada
Seeking to hire a Technical Project Lead to focus on a highly visible $200M project with a major US airport to install a new ICS baggage system. This role will be the technical lead between the customer and the internal engineering and design team to lead the performance and quality of the solution being installed. Remote in US/Canada w/ some travel required. BS in Engineering w/ experience in Baggage or Material Handling desired. Contact christina@sunset-search.com.
Territory Development Manager
The Territory Development Manager is a field role that grows and manages a book of business with the Company's customers. The Territory Development Manager is both the Company's ambassador to our customers and voice of our customers with our associates. This position will be focused on Distribution and Service opportunities (including Repairs, Calibrations, Panel Build only) within existing accounts and be responsible for developing NEW customer accounts (a combined 90% of the time). More details: https://integressinc.com/job/territory-development-manager-madison-wi/
Territory Development Manager - PHL
The primary responsibility of the Territory Development Manager is to be the Company expert within the assigned territory, driving growth and managing daily business operations. The ideal candidate will leverage in-depth knowledge of industry trends, applications, and competitive products to exceed sales targets. Success in this role involves cultivating new customer relationships, expanding business with existing clients, and effectively managing channel partners to deliver consistent results. More details: https://integressinc.com/job/territory-development-manager-philadelphia-pa/
VP of Sales - Insurtech
I am searching for a VP of Sales with 8+ years of insurance experience and a deep network within the insurance ecosystem. If you are comfortable selling AI and workflow automation systems, this could be a great opportunity. Salary of $175k-$200k, unlimited upside, and company equity.
Wage & Hour Class Action Damages (All Levels) - LA
Desmond, Marcello & Amster is growing its wage and hour class action damage department. Hiring experienced professionals from analyst to partner level. Fully remote firm. Please email CV to Kevin Blair at kblair@dmavalue.com
We are looking for opportunities to grow by acquiring small IT Service Providers (i.e. MSP with < $1M annual revenue) in the Eastern Massachusetts area.
Acquisition of IT/MSP - NYC & PHL
Acquisition of IT/MSP, Philadelphia M&A 5/5/2025 Frank Ableson fableson@navitend.com We are looking for opportunities to grow by acquiring small IT Service Providers (i.e. MSP with between 250K - $1M annual revenue) in Manhattan, Staten Island, Yonkers, Northern NJ, Central NJ, Philadelphia, Lehigh Valley, northeastern PA areas.
Acquisition of Solo Law Practice
We are looking for opportunities to grow by acquiring a small business or other transactional practice in Colorado, Kansas, or Missouri. Ideally would work with someone looking for a gradual retirement opportunity. Review this link for more info as to what I'm thinking. https://www.volpelawllc.com/sell-your-law-firm-in-denver-volpe-law-llc-is-seeking-law-practices-to-acquire/
Diesel Fuel Sales Expert
I'm looking for approximately $6 million to finance the purchase of diesel fuel to be sold to Latin America. Strong borrower but new business.
Fitness Product - Licensing / Strategic Partnership / Investment Opportunity
My client is seeking a seasoned Licensee, Strategic Partner or Investor with a strong track record of launching an innovated fitness product. With a long history of successful partnerships with major brands such as Life Fitness, Nautilus, StairMaster, StarTrac, Bowflex, and Octane Fitness, this team also created the original Tony Little 'Ab-Isolator', which alone generated over $200 million in sales. If you, or an organization you represent has expertise in product development, manufacturing, marketing, distribution, or scaling fitness and wellness products, this opportunity maybe perfect
Immersive Sound Technology - Licensing / Strategic Partnership / Investment Opportunity
My client is seeking a seasoned Licensee, Strategic Partner, or Investor with a strong track record of launching innovative, patented products to the B2C and B2B markets. Their newly developed Immersive Sound Technology redefines the meaning of 'immersive' in entertainment'surpassing the experience found in movie theaters, gaming setups, and live venues and are now set to disrupt the music, movies, gaming, and mindfulness markets with a line of breakthrough products.
Intro to Travel Agent
Opportunity with a travel-based credit card company to partner with a travel agency who can help cross promote travel offers.
ISO: ERP Company Looking to Exit
My client is looking to acquire a small ERP reseller or implementer with less than $5MM in revenue. My client is leading a roll-up of small players with the goal of an exit in the next 5 years.
Laudromat for Sale - NJ (Central)
A franchise colleague of mine is looking for a purchaser for the following business: Laundromat for Sale in Central New Jersey. Serious interest ONLY. Asking price at $1.1M. Cash down $250K, 700+ Credit Score Modern and award winning, 3,000 sq. ft., location Coinless laundry card system High traffic area Well established customer base Consistent revenue stream Ongoing store support State of the art technology for the industry
Liquor Store For Sale - HOU
I'm seeking a buyer for a turnkey liquor store whose owner is retiring after 10+ years. ~$50K inventory included, $1,900/month rent (no CAM), and transferable liquor license through 2026. Ideal for owner-operator or multi-store buyer. Looking for: introductions to qualified buyers or Houston-area investors interested in retail.
Litigation & Civil Defense Law Firm For Sale - LA
For Sale - Motivated and Super Profitable 24-Yr High-Stakes Litigation & Civil Defense Law Firm * $10.3M Rev | $2.8M EBITDA | Low Client & Employee Concentration Risk. Founded in Southern California in 2001, the Firm quickly earned a reputation as a trusted legal advocate for public entities, businesses, and individuals involved in high-stakes litigation. With a mission to deliver strategic, results-driven representation, the Firm distinguished itself in defending municipalities, school districts, and Fortune 500 companies in complex legal disputes. Over two decades, it has expanded its footprint and influence, securing landmark appellate victories and helping to shape key legal precedents across California?s legal landscape.
Pool Service Company Acquisition - DFW
I have a client looking to expand through acquisition. He would like to purchase a commercial pool service and repair company. Would be open to looking at larger residential service companies. Open to DFW area and Oklahoma City. My client is not PE-backed.
Real Estate Opportunity - Fort Lauderdale
Looking for a developer or owner occupant interested in constructing a new single family home in the Rio Vista neighborhood of Fort Lauderdale. Property is a teardown. Asking - $1,075,000 Richard.Astrella@Elliman.com
Referral to Seller of Defaulted Notes Secured by Residential Property in Various States
I have a contact in NY whom I have known for many years that is able to provide referrals and arrange the sale of defaulted notes secured by residential property (sometimes commercial) in numerous states including FL, NY, NJ, NV, AZ, CA, HI, etc. Can provide intro.
RV and Boat Storage for Sale - Missouri
Hello, my client is selling their Boat and RV storage facility in Lampe, Missouri. Please reach out to me for the listing.
Seed Round Funding
My client is looking for someone to assist with seed round funding of a new company.

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