BUSINESS OPPORTUNITIES

The Member Exchange

May 20, 2024

There are 24 advisors 2 m&a and 12+ job opportunities this week
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1031 Exchange Expert - TN
Hi we are looking for a 1031 drop-and-swap expert for an investment to be made in self storage in TN.
Advisor on International Investment/Controlled Foreign Corporation
I have a colleague whose client want to establish a US entity to hold ownership of several consulting firms in various countries. Looking for assistance in planning and implementation of this transaction
Advisors in Commercial Loan Finance Specialising in Hotel Financing - National
My team of career commercial bankers is building out national hotel commercial debt advisory practice. As part of the buildout, we are creating an advisory support team around our customers to utilize at a moment's notice various pre-screened / pre-vetted professionals in legal, accounting / tax, insurance, financial planning, etc. who have deeper than average experience in hotels / hospitality. I can be reached at neil@dnbdavisory.com, if you are interested in having a quick conversation.
Affordable Housing Broker/Advisor - LA
Looking for broker or advisor experienced in affordable housing (including LIHTC)
Alcohol Licensing Attorney - LA
Looking for an attorney to advise client on issues related to getting an alcohol license.
Attorney for Small Negligence Claim - SFL
Claim arises out of a car accident. If you can help, please reach out to me at mschaap@csglaw.com
Attorney to Review FL Deed(s) Drafted by CA EP Attorney - SFL
We have a client who is looking for co-counsel to review prepared deeds in the state of Florida before we record them electronically. Ideally this is an attorney or firm licensed in multiple states but we would appreciate intros to any reputable attorneys who are licensed in FL to start. Our client is willing to pay for this service and this would be an ongoing need. Please connect us directly via email or make an introduction via LinkedIn (preferred) http://www.linkedin.com/in/elijahka
Baby Power/Talcum Powder Class Action Attorney - NE
Looking for a referral for a client who was an avid user of baby powder her whole life and has been diagnosed with Endometrial Stage 3A Cancer. She is looking for someone knowledgeable to advise regarding the Baby Powder/Talcum Powder Class Action suit.
Bankruptcy Attorney - SFO
Looking for an attorney that can handle a Chapter 7 bankruptcy for a nonprofit organization.
Basic Agreements in Healthcare - SFL (Dade/Broward)
Business owner in Miami, FL, would like a contract template to reuse it with hospitals & anesthesia providers. It would be 2 different contracts. This individual contacted me cold off of my website. I can't verify its legitimacy but we've communicated back & forth & so far so good. I have no relationship with the business owner outside of a few emails. If interested, please provide your contact info & I'll send to individual. You may also ask to see our email chain.
Business Attorney - PDX
PC owns a single-member LLC in Oregon but lives abroad. There are some estate/tax planning issues that need to be addressed. I will forward all referrals.
Business Broker - LA
We are seeking a Business Broker to assist in selling a Nail Salon in the South Bay.
Business Divorce Lawyer - South Jersey
Looking for a Business Divorce lawyer recommendation in South Jersey. Thanks in advance! Ellen Keiley, CPC President EMK Consulting Group, LLC 781-696-3104 ellenkeiley@emkconsultinggroup.com www.EMKConsultingGroup.com
Business Liability Insurance - OC
I have client on South Orange Count, CA who has a start up that is not moving to bottling and selling phase of a sriracha sauce. In order to protect the family I think you should get some business liability insurance if anyone knows anyone that deals with small start ups in this space that can up that would be great.
Business/Corporate Attorney - Kansas
I have a client who needs to consult with a business/corporate attorney regarding a contract governed by Kansas law. Please reach me at Erica@StamblerLaw.com. Thank you!
Business/Real Estate Transactional Attorney - LAS
I have a client that needs assistance in a business/real estate transactional matter in Nevada. They currently own a few properties through a Family Limited Partnership. If interested, please contact me at Erica@StamblerLaw.com. Thank you!
CA Immigration Lawyer - SFO
Hi, I am looking for an immigration lawyer to assist an CA based client when processing employment visas.
CA Industrial Relations Attorney
Below is an exact quote from the prospective client: They are seeking... "An attorney who has CA Industrial Relations experience. We have customers who push to have contracts require 'public project' classification which we don't want because it forces compliance with DIR regulations and costs. I'm looking for a lawyer who can help clarify we are not subject to DIR for installation of computer and telephone network technology. Most DIR lawyers are defense for employ-ees. I need an employ-er guy" Respond directly to: pgeddis@itmgmt.com
CA Judgment Collections Expertise
Client has litigation judgment and wants to know the cost and likelihhod of success collecting against the judgment debtor.
Cantonese-Speaking Medical Malpractice Attorney - NYC
I am looking for a Cantonese-speaking medical malpractice attorney licensed in NY. Thank you.
Capital Preservation Insurance
Seeking to speak with someone who has significance experience with capital preservation insurance (insuring a private loan).
Car Broker - DCM
I have a client who lives in Chevy Chase, MD who needs a car broker
Certified Minority Owned Business Western Regional Minority Supplier Development Council
We have a client looking for a consultant or attorney experienced with getting companies certified as a minority owned business under the Western Regional Minority Supplier Development Council. Thank you.
Commercial Dispute Attorney - LA
Attorney needed for a civil matter involving medical billing. Must be willing to take case on contingency, about $1 million in dispute.
Commercial Dispute Attorney - LA
Attorney needed for a civil matter involving medical billing. Must be willing to take case on contingency, about $1 million in dispute.
Commercial Eviction Attorney - OC
The Client needs a litigator based in Orange County to evict commercial tenants in the City of Orange.
Commercial Lender - NE
My client owns a retail center in Massachusetts and is looking for a lender willing to lend on his commercial building. One of the tenants in the building is a cannabis retailer. Please email me at mspillane@msullc.com with any leads.
Commercial/Construction Litigator - SEA
I have a client in the construction business that needs to establish a relationship with a firm in Washington to help with collections and compliance matters.
Condo Board Lawsuit Attorney - SFL
Condo board has breached financial and other duties in failing to maintain the entire property in general and client's property in particular. Prefer counsel NOT located in the Keys.
Construction Labor Attorney - OC
I have a construction company that has a related company that handles labor union projects. The related company worked on a single project that was ultimately audited. There were discrepencies in the audit and the union and the related company agreed to do another union project where they would pay about $400K of wages. The related company never got another project and went out of business. The union is now suing the defunct corporation and its owner. they need counsel to assist.
Contingent Fee Patent Litigator - SEA/CHI
I have a client that is seeking a Contingent Fee Patent Litigator. An office in Seattle or Chicago would be preferred, but other locations would be considered.
Corporate/Transactional Attorney with Experience in Spa Industry - LA
Clients looking for corporate/transactional attorney with background and experience in the Spa industry (e.g., Burke Williams type service business) to advise as to potential investment opportunity. Please respond by email to max@sprecherlaw.com.
CPA with Food Industry Experience
Client is well established in Denver and part of the naturally movement. Small but with big dreams. Contact Nigel hartley . nigel.hartley@shirlawsgroup.com
CPAs with Public Company Executive Clients
My team does monthly podcasts aimed at executives right after a liquidity event like an IPO or Secondary. I would like a CPA guest speaker who is familiar with tax consequences post liquidity event.
CRE/Contruction Attorney - NE
My client needs an aggressive attorney to pursue a propane tank installation claim. This is a multi-party suit.
Criminal Attorney - Client Facing Extradition to ND Cal
Client who is Mexican national was detained in Italy and faces extradition to ND Cal on a prior conviction in abstentia.
Disability Attorney - LA
Looking for an attorney who can help get an individual approved for permenant diasability, individual located in Agoura Hills
Elder Abuse Attorney - Delaware
If anyone knows a great elder abuse attorney in Delaware, I would be most appreciative if you could email me at ken@ruttenbergpc.com. I have a referral.
Employment Attorney - DEN
My client and her husband are joint owners of an LLC. They just received notice from an attorney of a possible sexual harassment claim against the husband- it talked about not destroying evidence, etc. We are going to be filing for divorce. The LLC has an attorney through an employer protection plan that they have. I told her she should get independent legal advice as to any pending claims against the husband and the LLC and I am looking for someone to refer her to. Please contact me if you can help: lbarkus@sustainablefamilysolutions.com
Employment Attorney - NE
Massachusetts Advisor, wrongful termination and discrimination.
Employment Attorney - South Dakota
I am looking for a referral to an employer side employment attorney in or around Rapid City, South Dakota. Please send referrals to me at jsauer@goodspeedmerrill.com
Employment Attorney - SV
A female employee in Silicon Valley was terminated during a pregnancy. She seeks representation.
Estate Attorney - Rohnert Park, Santa Rosa, Petaluma Area Only
A potential client is seeking a referral for an established estate planning attorney in the Rohnert Park, Santa Rosa, Petaluma area. The potential client only wants to work with a local attorney to Rohnert Park/Santa Rosa/Petaluma.
Estate Planner (Resident Alien) Canada
I have a multinational, resident alien, spouse from Canada. The husband is a US citizen and they live in Atlanta. They have assets around the US and some in Canada. There are questions about impacts of estate taxes with Canada as well as proper planning through comingled assets in both community and noncommunity property states. Looking for someone to make introductions to in the Atlanta area with international/resident alien knowledge. Thanks for your time!
Estate Planning - TN
I have a Boca Raton Estate Planning attorney looking to connect with a Tennessee Estate Planning attorney, please email me for an introduction. Thank you
Estate Planning Attorney - Alaska
Need an estate planning attorney who can practice in Alaska.
Estate Planning Attorney - Bluffton / Beaufort / Hilton Head SC Area
Family member is shifting residence from NY to SC and needs SC lawyer to review estate plan created in NY
Estate Planning Attorney - Honduras
Dear Colleagues, I have US clients that own property in Honduras. Does anyone have any trusted contacts in Honduras or know of an international estate planning attorney that can assist with planning for the Honduras property? Thanks! Lisa Golshani lisa@golshanilaw.com Calabasas, CA
Estate Planning Attorney - San Jose, CA
An advisor at Merrill has an immediate need for an estate planning attorney in San Jose for her client(s). Please DM me off-list if you are interested and would like me to forward your contact information to her. Thanks! Rekha Rao (rekha@estateelderplanning.com)
Estate Planning Attorney's - Carolinas
I have clients in NC and SC that need to meet with estate planning attorney's. Please let me know if you have anyone you can recommend. TIA!
Estate Planning/Asset Protection - DFW
Potential client who is a resident of Texas but who also has various premarital assets in California, Hawaii, and elsewhere is in need of an attorney to represent her interests regarding these assets. Note that this is NOT a divorce situation. It's all friendly - she just wants separate legal counsel.
Estate Settlement Atty - Port Elizabeth, South Africa
Prospect's mother passed away in Port Elizabeth, South Africa. The prospect lives in Sebring, Florida. She needs a legitimate estate settlement attorney in Port Elizabeth, Sout Africa who can advise her, help settle the funds and move them back to the US. Asset Size about $350K
Eviction Attorney - San Mateo County
I have a client who needs an eviction attorney for a property in Daly City. Client wants to sell the property.
Eviction Lawyer - SV
Need an eviction lawyer for a residence in Santa Clara County, CA
Executive Recruiter - NE
Executive Recruiter needed to recruit President for a Precision Manufacturing Company in CT - We are working with a precision manufacturing company based in Stamford Connecticut. Need a President/COO. Parts mfg. using 5-axis CNC, Diamond Turning, other advanced techniques.
Expert for Business Due Diligence - NE
Need an expert for an upcoming mediation. The case involves a sale of small health services business and a related non-compete. The buyers of the business are suing our client the seller. Please email to gil@tflawllc.com.
Family Law Attorney - DEN
Need a referral to a family law attorney in Denver. Thank you.
Family Lawyer - North Dakota
I'm looking for a family lawyer in North Dakota who can help a disabled vet not lose access to his kids. The request is for someone who can handle it on a pro bono basis, but I'll take any referrals. Referrals to pro bono organizations in North Dakota that can help are also appreciated.
Financial Elder Abuse Attorney - PNW
2 years ago two 80+ year old clients in Seattle area were sold annuities (using up all their liquid assets) with a 10 year lock up. Now they barely have enough cash to live. Need to speak to an attorney about Financial Elder Abuse by their firm that sold them.
Forensic Expert with Real Estate Experience - LA
I can refer if you have experience with foreclosures, combo criminal/civil complex case. Financial background needed to address accounting issues.
Forensic Software Engineer to Review Potential Misuse/Embezzlement - SV
An e-commerce client is seeking an experienced Forensic Software Engineer to conduct a comprehensive examination of my client's software codebase. The primary objective is to identify any signs or traces indicating misuse or unauthorized access that may have led to embezzlement activities within its systems. Strong understanding of PHP and MySQL required. Please reach out if you can assist.
Geico Insurance Contact - NY
Need an inside connection to Geico to help my bro-in-law's elderly Aunt who's NY-based policy was cancelled due to a credit card updating error and while she was in the hospital for hip replacement surgery. Thanks in advance!
Geo/Soils Expert & Contractor - LA
I'm looking for a geo/soils expert and a contractor to address/bid on hillside drainage and possibly stabilization problem in Los Angeles area. Please contact Maureen Baker directly: doremilaw@gmail.com or 818 335 5920. Thx Robert Heller
German/American Trust and Estate Attorney - NYC
American children living in Berlin are scheduled to inherit significant amount from her mother (US person). Understand German inheritance laws are brutal.
Google Expert in Google Business Screened/Verified - SFL
Looking to consult an expert in Google business verifications for an office location move to ensure not penalized by Google as will be in an office address with other lawyers in same field and Google gets confused sometimes
HOA Attorney - SD
I'm looking to speak with an attorney specializing in homeowners' associations, particularly regarding compliance and CC&Rs. If anyone knows of and can make an introduction to an attorney specializing in this area, that would be much appreciated. Thank you.
Immigration Attorney (Immigration to Taiwan) - NE
A US-based client would like to immigrate to Taiwan. Does anyone work on immigration to Taiwan or have a referral? Please email daniel@cambridgeimmigrationlaw.com. Thank you!
Independent Transfer Pricing Specialist
Growing regional CPA firm looking to form working relationship with an independent transfer pricing specialist for ongoing collaboration on our international tax, audit, and valuation clients on a contractor basis. cshureen@aslcpa.com
Insurance Bad Faith Plaintiff's Attorney - SFO
Elder has a written insurance policy that differs from what the carrier says she is entitled to receive. Long term care benefits issue. Pressure on carrier needed.
Investment Attorney - Kansas
A client is making a loan to a multi family real estate venture in Kansas and is looking for an attorney who can advise on the loan and Kansas tax law.
Labor Attorney - Kentucky
Student workers at a college in Kentucky are seeking to unionize, but some of the students in managerial roles are worried about the impact a union would have for them. Please contact me at gyoung@rshc-law.com if you are able to assist.
Land Use Attorney - CHI
Seeking attorney to represent landowner against utility seeking to run transmission lines across property in Central Illinois. Petition to Intervene has been submitted.
Landlord Tenant Litigation Attoeney - SFL
My daughter is dealing with a landlord not being responsible dealing with a mold situation affecting her very young child. It has caused various health issues and they want to break the lease and get their deposits returned.
Life Coach
Looking for Coach who specializes in working with college students/recent graduates in evaluating career/graduate school options.
LItigation Attorney - Oklahoma
Need litigation counsel for breach of contract, potential fraud, misuse of funds by a property management company for a client who owns property in Oklahoma
Litigation Counsel - Delaware
A former corporation client ("Client") was acquired by another business in 2021 (cash and stock consideration). Founders/owners of Client now believe the buyer made gross (possibly fraudulent) misrepresentations and want to explore options. Contract requires Delaware venue.
Loss Casualty Insurance (Bad Faith) Attorney - SoCal
Looking for lawyer in LA or OC specializing in large loss casualty insurance "bad faith" cases involving single family owner-occupied real estate.
M&A Attorney (Software Services) - South Central Texas
I have a client in Texas who's in software services needing an attorney to review a potential M&A agreement. SA/ATX/HOU
M&A Attorney-Software Services
I have a client in Texas who's in software services needing an attorney to review a potential M&A agreement. SA/ATX/HOU
Malpractice Attorney - NYC
Client needs New York attorney to bring malpractice claim for failure to adequately advise client on real estate contract.
Medicaid Expert (Maryland) - DCM
Parent is running out of money and children may need to support. Pros and cons of filing for medicaid?
Medical Malpractice Attorney - TB
Looking for a Florida medical malpractice attorney for a possible claim.
NH Construction Attorney
I have a client who needs an aggressive construction law attorney who is licensed in New Hampshire, and who has special knowledge of propane tank installation.
Nursing Home Litigation - Oklahoma
An attorney in my network is looking for a litigation attorney who specializes (or has experience in) nursing home issues in the State of Oklahoma. Case is in the greater Oklahoma City-area. Please reach out to me and I will put you in contact with the referral source for more information! Thanks.
Offshore Investment Tax Advisor
Looking for a US tax advisor, who is familiar with the tax intricacies of offshore investments (particularly India-bound) by US residents - A rapidly growing Indian alternative asset manager has registered with the US SEC, enabling them to offer their Portfolio Management Service (PMS) and Cat III AIF (Alternative Investment Fund) to US investors. They seek a US tax advisor familiar with offshore investments, particularly India-bound, to: 1. Advise on IRS options to avoid AIF classification as a PFIC. 2. Guide on accounting, client reporting (K-1s), and audit compliance. 3. Create a document on accounting principles and IRS tax treatment for US investors, outlining how to maximize FTCs under the US-India tax agreement.
Oregon City Shareholder Counsel
Does anyone know an Oregon attorney in a small to mid-size firm who can represent a client in a shareholder dispute in Oregon? Issues will involve breaches of the LLC agreement and real estate related matters, among others.
Outsourced Chief Compliance Officer - Omaha, NE
My client is looking for an outsourced compliance officer for their Omaha, NE RIA firm. Looking for recommendations and introductions. Thank you!
Overfunded Defined Benefit Plan - DFW
I have a client that accumulated $5.7 million in assets in a defined benefit pension plan. His maximum benefit of $2.7 million was paid out a couple of years ago. He is looking to find ways to use the extra $3 million including selling his business with the overfunded plan, 401(h) benefits and life insurance products. He needs an ERISA specialist who can assist him in dealing with the excess.
Personal Accountant - NE
One of my clients is looking for a personal accountant. He prefers a small or mid-sized firm, not a large one. His tax issues are not basic but not complicated either. Thanks for any recommendations. Valerie
Personal Assistant / Bookkeeper - PHL
I have a client looking for a part-time personal assistant/bookkeeper for his business and home in the Hopewell, NJ area. It would probably take a few weeks to get the client organized, and then go to his home every other week to take care of bills, cash flow, QuickBooks, etc.
Plaintiff Side Employment - ATL
Attorney needed to consult/handle wrongful termination case in Atlanta, Georgia
Prenup Attoreny - NYC
Looking for a Brooklyn based attorney that can assist a client with a prenup.
Private Investigator - SD
Need an experienced PI to locate a witness in San Diego County, and to make contact with said witness.
Pro Bono Legal Assistance for Mental Health Nonprofit
A nonprofit that provides mental health support on college campuses needs pro bono legal assistance regarding an anticipated merger or acquisition.
Pro Hac Vice Relationship - PDX
We are a NY law firm seeking an attorney/law firm in Oregon for a Pro Hac Vice relationship. Please contact deanna@clarkespositolaw.com for more information.
Probate Attorney - Michigan
Client needs an attorney who handles probate matters in Hillman, Michigan. Please email me with any referrals. Help appreciated.
Probate Attorney - SoCal
In need of a probate attorney to assist with a small probate manner for property owned in California by a non-resident.
Probate Attorney - Texas
Looking for an attorney to assist with ancillary probate of property in El Paso, Texas.
Prop 65 and PEFAS Warnings Advisor
I have a client in need of an attorney who is knowledgeable about PEFAS and PROP65 warning requirements on products.
Property Manager for STNL Starbucks - Simi Valley
A prospective client of mine needs their Single Tenant Net Leased Starbucks in Simi Valley managed. This is time sensitive so if you're interested pls get in touch with me ASAP.
Railroad/Mining Rights - So Cal
Hi All, I need an attorney experienced with railroads or mining rights for a deal in Southern California. Please forward any referrals to me. Thank you! Regards, Tamara
Real Estate Attorney (Landlocked Parcel) - LA
The client needs an attorney to evaluate and solve a landlocked parcel in the Castaic area. Either by prescriptive easement, and/or direct negotiations with adjacent parcel owners.
Real Estate Attorney & Broker - Wisconsin
Client is considering buying a restaurant/brewery in Sheboygan, WI. Needs local counsel or broker to discuss local market for pricing with and without building, also a broker for pricing building without restaurant
Real Estate Investment Company Tools - LA
We operate a small commercial real estate investment company in Los Angeles and are looking for help streamlining some of our processes. Does anybody on this platform have a recommendation for the following two services: (1) a company that can run commercial comparable sales and leases for you; and (2) a company that can help you put together real estate pro forma models for either outright purchases or syndications? Your help is greatly appreciated.
Real Estate Lawyer - LA
I am looking for a RE Lawyer with expertise in drafting CC&Rs for a small condominium project.
Real Estate/Oil and Gas Valuation Expert - Matagorda County (outside of Houston) TX
Clients owns fractional amounts of 30-40 properties (tiny) upon which she pay $100 yearly in taxes.Should she keep? Drilling rights?
Real Estate/Title Attorney - TB
I need a Florida Deed of Trust Note and Deed of Trust reviewed, filed and recorded in St John Florida.
Residential Insurance - Virginia Area
Residential homeowner looking to buy homeowner's insurance for a rental townhouse in Alexandria, VA
SBA Loan-Offer in Compromise - LA
PC has a small business loan and needs help renegotiating repayment plan with SBA prior to getting sent to collection agency.
Security Camera Installation - LA
Client HOA needs a handyman/professional to install 10-15 cameras in their building.
Social Security Disability Attorney - SFL
A young friend of mine has been very ill and in and out of hospitals for the past three months..has ongoing medical issues...needs to get benefits
State Farm Agents Intros
I'm seeking to collaborate with State Farm agents in California. If you have a connection, I'd appreciate an introduction.
State Farm Insurance Agent - CA
I am seeking to collaborate with State Farm agents based in California. If you know any and would be willing to introduce us, that would be greatly appreciated.
Surrogacy Contract Advisor - PHX
A client medical doctor needs assistance to prepare and negotiate a contract concerning surrogacy. Thank you.
Texs RIA needs Advisory Agreement review
RIA needs to have new Advisory Agreement reviewed. Texas registered advisor.
Wind Mitigation Certificate Engineer - Sheldon, SC
Looking for a connection to an engineer who is able to complete a wind mitigation certificate in Sheldon, SC (Beaufort County)
Working with Cuban Nationals Advisor - LA
I have a client who has a touring band whose members are Cuban nationals. I need to work with someone who understands the laws about how to work with and pay Cubans.
WP Programmer
A client's Wordpress website was built with an inflexible theme. Seeking an affordable webmaster to make some changes to the site.
Writing/Publishing Resources
A friend of mine has recently written a non-fiction book. He is seeking connections/referrals to literary agents, copy editors, layout design experts, those knowledgeable with independent(self) publishing, etc. If you have direct experience with such people, please reply directly to livnlee@gmail.com.
Analyst for a Real Estate Development and Investment Firm
Our client is a full-service luxury real estate development and investment firm with operations in California, Mexico, Hawaii, and Colorado. They specialize in resort and residential communities located in world-class destinations around the world. They are seeking an Analyst to perform financial analysis and provide analytical support to the firm's internally managed hospitality businesses. This candidate's immediate focus will require a mix of best-in-class analytical chops, strong writing and communication skills, and unmatched business instincts.
Associate Attorney
Gokal Law Group, Inc. is seeking for a highly-motivated Associate Attorney with at least 5 years of civil litigation experience. The successful candidate will handle a variety of litigation matters, work closely with partners and senior associates, and play a key role in client relations and case management. While experience of trusts and estates litigation is preferred, the candidate should have a working knowledge of the code of civil procedure and experience in law and motion work. Strong legal research and writing skills is a must.
Associate Attorney - OC
Our Orange County law firm is looking for an associate attorney with experience in special education, Title IX and/or school discipline. The successful candidate will handle a variety of education law matters on behalf of the student clients, work closely with the firm owner, and play a key role in client relations and case management. Virtual and part time available for the right experience.
Associate Attorney - SD
JWB Family Law is looking for a 3-5 year family law associate attorney. Competitive salary and benefits in a great work environment.
Associate Attorneys (5+ yrs) - ATL
I'm looking to meet the following Attorneys for a client of ours. I can share more info if needed: Construction Litigation Attorneys: 5+ years of experience w/ Construction experience, local lien laws, ability to incorporate an effective litigation strategy for their clients. Trust & Estates Attorney to help them expand their Trust and Estates group & working with clients who are in that high to ultra-high net worth range. Experience preferred would be: strategic corporate planning, tax planning, succession planning, and trusts & estates. A LLM in Taxation would be a BIG PLUS
Associate Franchise - LA
Well-established San Fernando Valley Firm seeks to add a first or second-year associate to its Franchise & Distribution Practice Group. The role requires a lawyer to provide representation to franchisors and franchisees, includes preparation and review of default notices, termination notices, transfer agreements and related transactional documents, Franchise Disclosure Documents (FDDs), initial franchise documents and contracts for franchisor and franchisee clients. Salary range per annum with bonus: $110k - $120k
Associate or Paralegal
Associate Estate Planning Attorney - LA An kind and thoughtful attorney or paralegal with at least 3 years experience for a position with a boutique firm which offers a competitive compensation package given the size of the firm and billable requirements
Attorney with LLM Experience - PHL
Attorney with LLM at least three years experience ended for going tax and estate firm - preferably in NE but can work remotely..rapidly growing firm with immediate need - ideally near Atlantic City bot ok elsewhere
Business Banking Relationship Manager - PHX
The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $5MM and $30MM. https://recruiting.adp.com/srccar/public/RTI.home?r=5001040048406&c=1057141&d=comerica-jobs&rb=CAREERARC#/
Business Development Representative
Responsible for identifying and pursuing target accounts & prospects to generate new business opportunities to drive growth for the company. These responsibilities include but are not limited to: Identify and target new markets and customers for material handling integration projects. Identify and pursue new business opportunities through a combination of cold calling, networking, and attending industry events. Identify and engage business leaders through prospecting efforts. More details: https://integressinc.com/job/business-development-representative-indianapolis-in/
Business Lit Associates & Partners - OC
GLs Todd Friedland and John Stephens have joined FBFK Law and so can you. We are looking for business lit attorneys with 3-5 years, and 10 years plus. Who do you know? Send them our way.
CA Trust & Estate Planning Associate Attorney - OC
Trust & Estate Attorney with at least 3 years of experience to help expand and own our rapidly growing estate planning division. Must be comfortable handling consultations and managing a diverse caseload encompassing estate and tax planning for high net worth individuals, succession planning, tax planning, etc. Fully remote team + full benefits + opportunity to earn 10% commission on all new business brought into the firm. CA bar license required, but can live elsewhere.
CA Workers Comp Attorney - Remote
My client needs a worker's comp attorney to join their firm in California. Fully remote position. $130,000 - $220,000 depending on experience. Excellent benefits package. Please contact Warren Mead if interested.
CFO - SFL
Our client is Family Office based in Boca Raton looking for a hands-on CFO to join their growing office. Salary, bonus and other related perks. The ideal candidate must have Family Office and Real Estate experience and a strong background in financial planning, analysis, and reporting, with a focus on optimizing processes and driving efficiency. Qualifications: * Degree in Accounting/Finance required * Minimum 5 years of relevant experience required
CFO - SFL
Our client is a new company in the insurance industry, specializing in excess and surplus lines commercial property insurance, to provide insurance solutions tailored to the unique needs of commercial property owners.
CFO - SFL
Our client is a prestigious multi-state Law Firm seeking a Chief Financial Officer who will assume a leadership role and play a crucial role as a key member of the management team to join their Fort Lauderdale based office. * A minimum of 10+ years of strategic finance and accounting leadership experience in a legal, profession.
Chief Financial Officer - AUS
Our client is a cutting-edge technology company revolutionizing maritime transportation with intelligent Autonomous Surface Vessels. They are on a mission to transform the defense space by providing naval and maritime forces with the most intelligent autonomous surface vessels available. They are directly impacting and revolutionizing the emerging challenges of the maritime space. The Chief Financial Officer will join the leadership team in taking this company to the next level.
Chief Operating Officer - DCM
A mid-size, expanding architecture firm based in DC is seeking a Chief Operating Officer, preferably with previous experience in architecture or construction.
Commercial Escrow Officer - HOU
Are you a successful Commercial Escrow Officer looking for more work/life balance, greater income and growth opportunities? This is a unique opportunity to become part of an incredible team that has big plans! Lucrative earning opportunity Incredible company culture and benefits package Strong support infrastructure 5+ years as a Commercial Escrow Officer An existing book of business that will follow Experience with RamQue Wmead@goodwinrecruiting.com
Court Judgment Collection Attorney - Cypress Texas
Need an attorney that can collect file default judgment and collection for a matter in Cypress Texas. Settlement agreement already signed but defendant defaulted.
Criminal Defense Attorney - SoCal
Ridley Defense is seeking a private criminal defense attorney with a minimum of 5 years of experience. Join a dynamic and highly skilled law firm focused on supporting clients to mitigate the consequences they face in the criminal justice system. We only hire kind, compassionate, and tactically brilliant attorneys. This position requires a self-sufficient and experienced attorney who can handle serious felonies, mental health diversion, and domestic violence restraining orders. We meet weekly in our main office in Moorpark, CA, with cases in Ventura, Santa Barbara, and Los Angeles counties.
Default Judgment Collection Attorney - HOU
Need attorney near Cypress Texas to collect debt from Defendant that defaulted on court settlement. Defendant has assets. Attorney Holly Geerdes 404-944-4298 or hgeerdes@gklawgroup.com
Design Technician I
The Design Tech 1 is responsible for creating or revising documents for the production of custom products based on existing, improved, and new ideas. This includes improving modeling, drafting and design accuracy for the feasibility of manufacturing of the product with current operations. This position is focused on getting the job done right the first time by placing a high emphasis on quality of workmanship, accountability, safety, and teamwork. More details: https://integressinc.com/job/design-technician-i-fontana-ca/
Director of Asset Management - Urban West Ventures
Position will lead, manage, and motivate the Urban West team to achieve specified goals to free up Owners? time to purchase more assets. Competencies: Efficiency, honesty/integrity, organization and planning, analytical skills, tech savvy, attention to detail, persistence, proactivity, ability to hire and develop people, resourcefulness, ?figure-it-out? attitude. Salary range is a base of $150,000 to $185,000 commensurate with experience, with a generous bonus for achieving goal driven results. https://www.uwventures.com/ Send application to: Stewart Winkler sw@uwventures.com
Director of Operations/Product Development - SV
Good friend/colleague is looking for her next opportunity. Experienced in product development & implementation, project management, commercializing products and operations management. This individual has developed over 150 items across multiple categories in the food manufacturing space. Looking for a position that is remote or in South Bay Area. Honest, self-motivated, independent worker. Almost 25-years of experience. If you are interested in connecting, please let me know and I'll make an introduction.
Director of Quality & Engineering
The Director of Engineering & Quality is responsible for managing, coaching, tracking, reporting and leading a highly skilled team responsible for designing and implementing common Solutions processes related to driving continuous performance improvement across all Solution's facilities within geographic area of responsibility. This includes: Implementation of current business projects required to expand business or correct current issues with poorly performing operations...More details: https://integressinc.com/job/director-of-quality-engineering-torrance-ca/
Director of Supply Chain opportunity - Long Island (onsite)
Our client is in the CPG brand space seeking a Director of Supply Chain Operations, must have experience with Contract Manufacturers, 3PL?s to the retail shelf for their Nassau County Headquarters.
Engineering Manager
Immediate opening for an engineering manager experienced in managing all aspect of embedded product design. Work closely with development teams to create next generation products. Manages the R&D department by providing leadership and support to employees for the purpose of maximizing effectiveness in designing new products, improving existing designs, and improving production techniques for the company, and retaining the talent that generates these results. More details: https://integressinc.com/job/engineering-manager-irvine-ca/
Enrolled Agent Or IRS Controversy Experience
Miami Law Firm looking for assistant with IRS controversy experience. Enrolled Agent preferred, but not required.
Enrolled Agent or IRS Controversy Experience - SFL
Looking for an EA or assistant for South Florida law firm with experience in the area of IRS controversy and problem resolution. Steve@FloridaTaxSolvers.com
Entry Level Family Law Attorney - SFO
Seeking an entry level family law attorney in the East Bay. If you know someone who is interested in this exciting area of the law, please have them email me at james@whiteoak.law
Equipment & Real Estate Secured Lender
Hard asset secured lender in West Los Angeles has 3 open positions - Title Specialist, Doc & Funding Coordinator, and Logistics Coordinator. These are IN OFFICE positions. Visit their website for job descriptions and to apply: https://www.maximcc.com/our-company/careers/
Escrow Officer - HOU
Are you a successful Escrow Officer looking for more work/life balance, greater income and growth opportunities? We have several unique opportunities to become part of an incredible team that has big plans! Lucrative earning opportunity, Incredible company culture and benefits package, Strong support infrastructure, Growth opportunities. 3+ years of experience as an Escrow Officer, An existing book of business that will follow, Experience working with RamQuest a plus,
Estate Planning Attorney - NJ (Remote)
Remote Estate Planning Attorney Licensed in NJ Lopes Law seeks a dedicated Estate Planning Attorney licensed in New Jersey. If you excel in wills, trusts, and probate law and want to work remotely, apply now! Qualifications: NJ licensed attorney 3+ years in estate planning Knowledge of estate planning, wills, trusts, and probate Strong client management and interpersonal skills Detail-oriented and organized Join us at Lopes Law to provide exceptional estate planning services remotely. Apply now!
Executive Director of Gift Planning
The philanthropic foundation at MemorialCare Long Beach Medical Center/Miller Children's & Women's Hospital is currently hiring for an Executive Director of Gift Planning. The ideal candidate would be someone who is local to the greater Long Beach (California) community and/or is well connected to the local community, has experience in estate planning and philanthropy. A passion for health care is ideal. A JD is a plus. Here is the job posting with more details: https://careers.memorialcare.or
Experienced Estate & Tax Attorney - PHL
Experienced Estate & Tax Attorney with LLM - Growing firm with multiple offices based in Philadelphia area. Remote work possible. Minimum of 5-7 years experience.
Experienced Family Law Attorney - SFO
Seeking an experienced family law attorney in the East Bay. If you know any, please have them email me at james@whiteoak.law
Experienced Litigation Legal Assistant - SFO
Looking for an experienced legal assistant able to work full time, in office at 20-person firm in Marin County supporting 2-3 attorneys with heavy litigation practice.
Experienced Real Estate Agent
Accelerate Your Real Estate Career with The Chatel Group Join the elite ranks of Atlanta's top real estate professionals at The Chatel Group, consistently recognized among the top 5% of teams in the region. We provide a vibrant environment where state-of-the-art technology, comprehensive systems, unwavering support, premier training, and personalized coaching come together to help you exceed your previous accomplishments and redefine your success. WHAT WE OFFER: Advanced Career Opportunities Robust Support System Exceptional Benefits
Family Law Associate Attorney - AUS
Boutique family law firm in Austin, TX, in business 30 years is looking to add to our team of 3 attorneys
Family Law Attorney - AUS
Looking for a family law attorney to practice at Deyerle Silva Smith, PLLC, a boutique family law firm in Austin, Texas that primarily handles high net worth estates and complex family law issues. Competitive salary with bonuses and benefits.
Financial Advisor
Our client, a trusted leader in personal financial planning and insurance services with over 28 years of experience is hiring Financial Advisors. They are looking for a dedicated Financial Advisor who is enthusiastic about helping clients achieve their financial goals. The ideal candidate is a driven professional with a solid foundation in financial planning and client management.
Financial Restructuring
Sherwood Partners continues to expand. Our LA office is hiring a financial restructuring team member. Must have a minimum of 3-5 years experience with excellent Excel and communication skills. Either mid-level or senior level experience should apply. Great pay and benefits.
Franchise Attorney - Remote
Join Our Leading Franchise Law Firm - Remote! Lopes Law, a national franchise law firm, seeks an experienced Franchise Attorney. If you have a passion for franchise law and a proven track record representing franchisees and franchisors, apply now! We offer a collaborative environment, professional growth, and remote work flexibility. Qualifications: 5+ years in franchise law preferred Knowledge of agreements, disclosure documents, and compliance Strong negotiation and communication skills Ability to manage a diverse caseload
General Counsel - AUS
Our client is a cutting-edge technology company revolutionizing maritime transportation with intelligent Autonomous Surface Vessels. They are on a mission to transform the defense space by providing naval and maritime forces with the most intelligent autonomous surface vessels available. They are directly impacting and revolutionizing the emerging challenges of the maritime space. They are looking for a General Counsel to provide strategic legal counsel and guidance to senior management and the board of directors. They will oversee all legal matters, manage legal risks, and ensure compliance.
Gift Planning position, Children's Hospital
CHLA seeks a driven and proactive gift planning development officer to specialize in pursuing and securing planned gifts including bequest commitments, life income gifts (e.g., charitable remainder trusts), and gifts of non-cash assets (e.g., real estate). https://jobs.chla.org/careers-home/jobs/52323?lang=en-us
Health Insurance Agent/Case Manager
Responsibilities: * Build and maintain relationships with clients to provide excellent customer service * Analyze client's insurance needs and recommend appropriate coverage options * Explain policy details, terms, and conditions to clients * Process insurance applications and policy changes accurately and efficiently * Develop and calculate suitable plans based on clients' needs Qualifications: * Previous experience in insurance, customer service, or other related fields * Excellent written and verbal communication skills * California Accident and Health Licensed (preferred)
Lateral Immigration Attorney (Fort Lauderdale) - SFL
A national law firm seeks a lateral partner to expand its nationally recognized immigration practice in its growing Fort Lauderdale office. The firm's immigration practice includes lawyers across the U.S. and Canada, with a strong presence along the southern U.S. border. The firm offers a fast track to partnership and the opportunity to collaborate with other practice areas within the firm. A sustainable and verifiable book of business is required. All conversations will be held in strict confidence. brian@flexlegalstaffing.com
Law Firm Office Manager - DFW
This is a full-time role for a Law Firm Office Administrator. The Office Administrator will be responsible for day-to-day office operations, including managing office supplies, drafting letters, coordinating meetings and appointments, handling correspondence, and maintaining filing systems. This is a hybrid role, located in the Dallas?Fort Worth metroplex, TX, with flexibility for some remote work.
Legal Assistant (Trust and Estate Planning) - LA
Lewitt Hackman seeks an exceptional legal assistant with at least 2 to 4 years of experience for its Trust and Estate Planning Practice Group. As a legal secretary at our firm, you will work directly with attorneys and paralegals to draft estate plans, post death trust administration documents, record deeds, file court documents, execute and notarize documents with clients, conduct research to support attorneys' ongoing cases, and handle general clerical tasks. Salary: $23.00 - $36.00 per hour
Litigation Assistant - LA
Litigation Assistant needed to support 3 lawyers at a 20-person law firm in Sherman Oaks. 5 days in office. Interested applicants please email Amanda@jrberrysearchgroup.com for more information.
Litigation Atrorney w/ 10+ years Exp - PHL
A boutique trial litigation firm in Philadelphia - Tucker Law Group - is seeking a litigation attorney with at least 10 years of experience. Preferred experience is in the areas of employment discrimination, general liablity and/or commercial litigation, on the plaintiff or defense side. This attorney must be familiar with all aspects and phases of civil litigation and capable of handling and moving cases independently. PA admission required. Interested candidates should contact Kathy Kirkpatrick at Kkirkpatrick@tlgattorneys.com.
Mechanical Design Engineer
The primary focus is to pull together requirements and ensure gaps in customer requirements to product output are eliminated. Project management is expected, but minimal compared to technical understanding and contribution to design and test of systems. Software command and control of electromechanical systems is involved, and experience in this area is a benefit. More details: https://integressinc.com/job/mechanical-design-engineer-tustin-ca/
Mechanical Engineer
Seeking a Mechanical Engineer that is to work with the mechanical engineering team in new designs, sustaining designs, production designs, troubleshooting, and testing across vehicle product lines. Draft drawings and designs in SolidWorks and AutoCAD. Follow applicable procedures for part numbering, ECO?s and other engineering procedures. Responsible new designs, development, sustaining designs and development, customer vehicle troubleshooting, research and development and engineering support as needed. More details: https://integressinc.com/job/mechanical-engineer-rancho-cucamonga-ca/
Mid-level Litigation Associate - DEN
Chipman Glasser is seeking an associate attorney with 4-8 years of commercial litigation experience to skillfully contribute to our team. Follow this link for further information: https://www.chipmanglasser.com/mid-level-litigation-associate/
Paralegal - Personal Injury Litigation
My client is looking for a paralegal to support a team of attorneys handling a large and varied caseload in litigation through trial. Must have at least 5 years of experience as a litigation paralegal. Location is San Francisco or Santa Barbara. Will consider remote for the right individual. Pay $80-110K with benefits package. Inquiries to katherine.hunterblyden@techcxo.com.
Paralegal (Employment Law) - LA
Well-established San Fernando Valley Firm seeks an exceptional paralegal to assist in day-to-day functions with our Employment Law Practice Group. Ideal candidate is trustworthy, responsible, organized, with at least 3-4 years paralegal experience. The role requires a paralegal to assist attorneys in preparing pleadings, motions and correspondence, and file/serve documents, prepare employee handbooks, agreements, termination documents. Salary: $28.00 - $52.00 per hour
Paralegal (Franchise) - LA
Well-established San Fernando Valley Firm seeks an exceptional paralegal to assist our Franchise Law Practice Group. Ideal candidate is organized, with 1 to 3 years paralegal experience, able to work with multiple busy lawyers in an active, highly service-oriented practice. At our firm, you will nurture client relationships and conduct research to support attorneys? matters. Salary: $28.00 - $52.00 per hour
Paralegal (IP/Trademark) - LA
Well-established Los Angeles San Fernando Valley Firm seeks an exceptional paralegal to assist our Intellectual Property Practice Group. Ideal candidate is organized, with a minimum of 3 years? experience in Trademark and Copyright, and able to work with multiple busy lawyers in an active, highly service-oriented practice. At our firm, you will nurture client relationships. Salary: $28.00 - $52.00 per hour
Planning Consultant (Remote or In-Office)
Salary Range:$125,000-$175,000Responsibilities * Advanced tax and estate planning. * Review client estates, flag key planning opportunities for discussion. * Help the team execute planning projects. * Productivity bonuses and no billable hour requirement! Requirements * Law degree and minimum 5 years' experience in estate planning. * Excellent verbal/written communication and customer service skills. * A high level of integrity, diligence, and discretion. * Self-motivated to excel with minimal supervision. * Strong knowledge-Microsoft Office programs.
QC Certified Electrical Engineer
My client, a contractor for the Department of Homeland Security, is looking for a QC certified Electrical Engineer with experience in data centers and high voltage projects. Salary is $115,000 annually, with a stipend for housing, car, gas card, and other benefits. Relocation is acceptable, hence the many stipends for housing costs and other costs related to relocation. The location is in Fort George G. Meade, Maryland. If this is something you are interested in pursuing, please send your resume to wmead@goodwinrecruiting.com along with your availability for a call to discuss further.
Sales Representative
Sales Representatives are responsible for establishing and maintaining long-term customer relationships by developing business through travel and providing outstanding customer service. Employees in this position sell goods where technical or scientific knowledge is required in such areas as physics, biology, engineering, chemistry, and electronics, normally obtained from at least 2 years of post-secondary education or 5-10 years of relevant work experience. More details: https://integressinc.com/job/sales-representative-jurupa-valley-ca/
Senior Accountant with Real Estate Experience - NYC
We are looking for a Business Process Outsourcing Senior to join our Advisory Department in our New York City office. As a BPO Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Linkedin: https://www.linkedin.com/jobs/search/?currentJobId=3856258313&f_C=58407&geoId=92000000&keywords=BPO&location=Worldwide&origin=JOB_SEARCH_PAGE_SEARCH_BUTTON&refresh=true
Senior Associate Attorney - OC
5+ experience in entity formation, M&A, general business transactions, in office.
Senior Network Engineer
The Senior Network Engineer will be responsible of developing, implementing, maintaining and supporting our corporate network and Data Center. Company provides connectivity and services to 100 sites worldwide utilizing Cisco and VeloCloud based architecture, with a network security infrastructure built upon industry-leading solutions such as Palo Alto, F5, and Cisco ISE. More details: https://integressinc.com/job/senior-network-engineer-brea-ca/
Senior Operations Director
Reporting to the Company?s COO, the candidate will be responsible for a group of factories responsible for film, electrolytic and mica capacitor manufacturing. The candidate will be responsible to ensure the factories are meeting tactical performances to support business needs while driving long range plans to enable factories to achieve greater efficiencies. This position will require candidate to work out of Liberty, SC. More details: https://integressinc.com/job/senior-operations-director-liberty-sc/
Senior Operations Director
Reporting to the Company?s COO, the candidate will be responsible for a group of factories responsible for film, electrolytic and mica capacitor manufacturing. The candidate will be responsible to ensure the factories are meeting tactical performances to support business needs while driving long range plans to enable factories to achieve greater efficiencies. This position will require candidate to work out of Liberty, SC. More details: https://integressinc.com/job/senior-operations-director-liberty-sc/
Sr. Tax Accountant & Staff Accountant - Shrewsbury, MA
McLaren & Associates CPAs, PC is seeking a passionate Sr. Tax Accountant and Staff Accountant to join our innovative team where we foster a bright culture and prioritize life-work balance with a 50-hour workweek during tax season. Responsibilities include preparing and analyzing tax returns using CCH Axcess Suite, developing strategic tax planning solutions, conducting forensic engagements and business valuations, and staying updated on tax laws and regulations. This is a hybrid role that requires in-office days. CPA not required! Send your resume and cover letter to grzegorz@dmclarencpa.com
Tax Administrative Assistant - Shrewsbury, MA
McLaren & Associates CPAs, PC is seeking a Tax Administrative Assistant to join our team. Responsibilities include preparing/sending invoices, reconciliation projects, collection calls, scheduling meetings, collaborating on tax-related projects and keeping up with daily office needs. Requirements include strong computer skills, proficiency with office software, attention to detail, customer service background and excellent communication, organizational and problem-solving skills. This is an on-site role with remote flexibility as needed. Send your resume to christina@dmclarencpa.com
Tax Manager / CPA - SFO
My client, a small accounting firm on the San Francisco Peninsula, is looking for a CPA to join his firm as a Tax Manager. Experience with Pass Through Entities, CCH, and Real Estate Tax Filings is a must. If you are looking for a friendly work environment with excellent growth opportunities (eventually run the business), this is an excellent opportunity for you. If interested, please send your resume to wmead@goodwinrecruiting.com, along with your availability for a call to discuss.
Tax Manager/Sr Manager/CPA-PHX
We are a small but growing CPA firm located in Tempe, AZ looking to hire a Tax Manager/Sr Manager. The primary roles would be a combination of client management and tax and bookkeeping prep and review. If you are looking for a friendly work environment with excellent growth opportunities, this is an excellent opportunity for you. If interested, please send your resume to gleneway@landbcpas.com, along with your availability for a call to discuss.
Trust/Estate Administration Attorney - LA
Soffer Law Group, a boutique trusts and estates law firm, is made up of former big firm lawyers and their support staff who sought a more balanced approach to the law. The firm is exceptionally lifestyle oriented, with a warm and friendly team-based environment. The firm is seeking an attorney experienced in the administration of California trusts and estates. The ideal candidate will be able to lead both basic and complex probate and trust administrations. No book of business required, though there is the opportunity to generate business if desired. Tax experience or litigation a plus.
Vice President, Corporate Development - AUS
Our client is a cutting-edge technology company revolutionizing maritime transportation with intelligent Autonomous Surface Vessels. They are on a mission to transform the defense space by providing naval and maritime forces with the most intelligent autonomous surface vessels available. They are directly impacting and revolutionizing the emerging challenges of the maritime space. The VP, Corporate Development will play a pivotal role in driving their growth strategy and expanding their presence in the maritime industry.
Vice President, Legal and Business Affairs - OC
Pesponsible for licensing, entity registrations, compliance, risk management, litigation, and contractual affairs of a growing residentail construction company. The position will play a critical role in the Company's existing business and growth as it expands nationally. Will serve as the senior most corporate legal executive with opportunity for advancement. Can be performed remotely. JD from a major law school and min of 4 years business practice at a regional or national firm. * Experience with residential construction related industries preferred
$5 Million Loan for Pre-Development Costs for Custom Aviation Hangar
Client is seeking up to $5 million to finance pre-development/soft costs associated with a large-scale aviation project. Project is backed by AAA end-user via MSA; assignment of MSA and future rents available for collateral. Direct lenders only, please. Thank you!
Acquisition of Southern California-Based Manufacturing or Distribution Business
My client, a well-funded family office, seeks to acquire a business in So Cal. Key Criteria: Industry: Manufacturing or distribution. Management: Retiring owner, competent #2 ready to take over. Financial Health: Stable with consistent cash flow and clean financials. Size: $500K-$2.0M Adj EBITDA/SDE Committed to a smooth transition and maintaining the business's legacy, they aim for a collaborative approach. Reach out with suitable opportunities.
Environmental Services/Engineering Companies
We are a real estate investment and brokerage company dealing with a couple of contaminated land issues and are looking to connect with environmental inspection and engineering companies to obtain second opinions for two different projects in which we are involved. If your company specializes in environmental inspections and/or environmental clean-up issues, please reach out to us.
Equipment Financing - NYC
Have a client in need of equipment financing (sale-leaseback) of $120,000 - $170,000 for a digital printing machine and embroidery machines. US-based company with a Mexican 3PL. These machines will be stored in their Mexican 3PL warehouse. Need the financing in the next 30 days to complete purchase of the machines.
EV Charging for Multifamily and Office
We are looking for property owners/managers that currently have electric vehicle chargers or are looking to install chargers. We've built the first true EV charging reservation system, letting drivers charge when needed, reducing infrastructure needs by 90%, and maximizing revenue for properties with no ongoing cost. We're looking to learn how we can make our offering best resonate with property owners/managers and expand to new sites. max@breathe-ev.com, Maxwell Bregman, BreatheEV, 480-612-1150
Financial Advisory Book of Business Acquisition
We are actively looking to acquire financial advisor books of business. $75 Million AUM+, Southern CA is preferred but open to nationwide opportunities.
Florida or Virginia Tax (CPA or EA) Partner, Contractor or Employee
We are looking for a Tax Partner in a new business venture that will either be in Florida or Virginia. If you or you know anyone of interest please contact: thrine@coveryouraccounts.com
Hard Money Loan Refi for $12.5 Million; SFR - Nantucket, MA
Hard money bridge loan sought to refinance $12.5 million on an investment SFR property in Nantucket, MA. Clean title; owner is navigating credit disputes. Property is worth $17MM+. Direct lenders only, please.
Healthcare Acquisition
Our client (a group of experienced healthcare entrepreneurs) is seeking a healthcare, life sciences, health, wellness, longevity business for sale in the $15-25m total enterprise value range. Do you know a business owner who may be interested in selling?
InventoryBased LOC
I have a client looking for a LOC based on inventory - 20+ year business, steady revenue, based in NC. Please reach out if you do this.
Investment Opportunity - DCM
Exciting opportunity to invest in The Roasting Plant, a leading coffee-tech startup. With stores in the U.S. and Europe, they're seeking funding for expansion. Unique technology and customer-centric approach make them a standout in the industry. Let's discuss potential investment.
NM Healthy Limited Menu Restaurant Chain (10+ loc) Oper 17 yrs
Selling heathy menu restaurant chain (17 yrs in business, 10 locations) located in New Mexico. $3.8M EV This is NOT a franchise, but has franchise-like branding which would allow new owner to develop a franchise model. This opportunity is likely best for a synergistic buyer or complimentary buyer in the health club, grocery store, restaurant chain space.
Real Estate Investment Company Tools
We are a small real estate investment company that purchases properties in a variety of ways, including purchasing on our own, strategic partnerships, and syndications. We are weighing the ins and outs of starting a real estate fund and are looking for introductions to real estate fund operators for a quick phone call, coffee or lunch meeting. We are exploring the pros and cons of this model as a possible path towards growth and scaling. Your help is greatly appreciated.

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