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…
With over two decades of Banking expertise, Jerry is a highly motivated, experienced M&A loan officer. As a Senior Loan Officer with Live Oak Bank, Jerry specializes in financing an array of business transactions like Mergers & Acquisitions, Partner Buyouts, expansion projects and owner-occupied CRE. He has an impressive record of handling business deals ranging from $1MM to $15MM and stands out with his knack for devising creative financing solutions where collateral is limited. A continuous learner at heart, Jerry has actively participated in professional development, always rising to the challenge of mastering new tasks. His ability to deliver captivating training sessions and provide mentorship has inspired many, fostering a spirit of teamwork and boosting performance levels. Jerry’s key expertise includes, but isn’t limited to, Deal Structure, SBA Financing, Cash Flow Analysis, Industry, Economic & Credit Risk Analysis and Business Valuation, and delivering top-notch Advisory Services in Business Transitions.
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. …
Managing Partner Joseph Milizio leads VMM’s Business and Transactional Law, Exit Planning for Business Owners, and LGBTQ Representation Practices. Mr. Milizio represents start-up and established businesses, providing day-to-day general counsel and advice. He has significant experience in various areas of transactional law with an emphasis on business transactions, including acquisitions, sales, entity and owner representation,…
Ken Pischel is the founder and Managing Member of Dynamic Business Consultants LLC, a firm that provides financial consulting services to multiple businesses in the areas of financial operations and strategies. Located in Northport, NY the firm services clients in the tri-state New York area. Dynamic Business Consultants assumes the role of part-time CFO and…
Kyle is a Founder of The M&A Alliance and Managing Partner and Principal of the NYBB Group. He represents small and mid-sized businesses in need of Merger & Acquisition and Business Advisory services. Kyle employs proven techniques to maximize a company’s selling price and facilitate a faster sale. Over the past 15 years he has…
