I connect CPAs, CFPs, & RIAs with a top-ranked M&A firm when their clients are ready to sell. Builder of referral networks. Wife, 4 kid club, & king of typos
The @paulswaney3@ryanraysr Allocators and Operators event was so fun. The types of conversations that feed your soul where you truly connect with others in person. I was able to catch up with @therobertbrooks who I originally met at @SMBootcamp_ We had a deep discussion on growth, opportunity and one of his amazing investors @GrantHensel Truly smart money in his deals. I’m so proud to know Rob. He’s an inspiration to me and thousands of others.