The essence of any successful organization lies in its people. The collective skills, knowledge, and dedication of its workforce, often referred to as human capital, are the driving force behind growth and innovation. However, effectively managing human capital is a complex task, especially for businesses navigating growth and change. That’s where Professional Employer Organization (PEO)…
James Rocker has over 20 years’ experience in the IT industry. James is an entrepreneur with a passion for network security and everything technology. James graduated from the University of North Carolina at Greensboro. James continued on and excelled at every level by obtaining certifications from Microsoft and Cisco. After working for 7 years in…
Jim Vigna joined Live Oak Bank as a Vice President in April 2019. He has more than 20 years of experience in small business lending and has spent his entire career in the New York, New Jersey, and Pennsylvania markets. Prior to joining Live Oak, he worked for one of the largest banks in the…
Jason Helfenbaum and his company, ClicKnowledge, create customized training and knowledge management solutions that address operational issues and opportunities for a wide variety of clients across numerous verticals, locations, and sizes. In addition to working with large, enterprise clients, he also works with the SMB/SME market with a focus on creating “virtual owner manuals” that…
Jason Kohl has a 30+ year track record of deploying the capital needed for entrepreneurs and family-owned businesses to implement strategic plans and transform their operations. With a keen focus on Long-Term Strategic Planning, Jason helps business owners succeed at any stage. Jason Kohl is an SBA Lender and specialist with Federal Loan Programs which…
John Klimchak, CFP, MBA is an accomplished group Healthcare Benefits Consultant with 30+ years of experience specializing in driving down medical costs, streamlining administration and ensuring ACA compliance for companies across the country. In partnership with his team, John created a best in class support system that understands the needs of both the client and their respective employee culture. …
Partner Jorge R. Salva has over twenty years of experience handling commercial litigation and complex corporate transactions on behalf of his clients. Mr. Salva’s corporate practice focuses on all aspects of business law, including joint ventures, mergers and acquisitions, debt and equity exempt securities offerings and private placements, corporate restructurings, asset based financing, and general…
Joe is the founder and principal at LINK Business, Pennsylvania East and LINK Licensing. His passion for business strategy and working with the owners of small-to-mid market businesses inspired him to start a new LINK office in Eastern Pennsylvania, and to collaborate with LINK as the Master Licensor for the US market. His background as…
Kalimah Z. White, J.D. is a former practicing attorney with over 25 years of experience advising closely held businesses and high net worth individuals related to corporate restructuring, business transitions, and tax and trust planning. As a Senior Consulting Director with Key Family Wealth’s Business Advisory Services Consulting Group, Kalimah works with closely held business…
Karl Berger is the founder of Fractal Sales providing Sales Leadership support to B2B businesses. In 2017, after running businesses and leading regional, national, and international sales teams, Karl started Fractal Sales to help small and medium enterprises create wealth by delivering breakthrough growth. What I do: Enable your financial objectives through proven sales…
