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…
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…
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…
