A CEO’s Guide to Successfully Growing, Merging, and Exiting Your Business

As a dedicated CEO or business owner, you have poured your heart and soul into building a successful company. However, the time may come when you need to pursue new horizons—whether it’s scaling up, merging with another company, or making an exit. While these transitions may seem daunting, they also present immense opportunities for growth…

Erin Hoffman

Erin Hoffman

Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a wealth management firm headquartered in Paramus, NJ, providing individuals, families, and businesses with financial protection and wealth accumulation strategies. As a financial advisor, Erin is eager to take part in the growth and development of her clients’ financial futures. She helps to…

Robert DePalo Jr.

Robert DePalo Jr.

Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company…