Sunday, July 18, 2010

Trusted Advisors; Greg Beck, Steven Stakely, Johnathan Boyce

My Power Team:
Bi weekly, I meet with three trusted advisors. These professionals and I have established a working relationship that allows us to open our books of business to one another and exchange business referrals. We have determined that each of us targets closely held companies with annual revenue of $1,000,000 to $20,000,000. Although our prospecting methods differ, we share a passion for networking and meeting people that can further our businesses.

Gregory W. Beck, CPA
Greg Beck has practiced accounting since 1981. Greg is a consummate professional and is a tremendous talent. Greg's tax and accounting practice is located in Orange, California at 1748 West Katella #107.,, and 714.538.1040. Greg enjoys a wide variety of clientele including auto dealers, medical practitioners, and manufacturing companies. Greg and I share clients such as Apogee, Avani, Coast Aerospace, Advantage Adhesives, and others. Generally Greg provides "part-time" CFO services, forecasting, budgeting, etc. I can highly recommend Greg and his expertise.

Steven Stakely, Financial Consultant
Steven Stakley has a varied and extensive background in financial planning including time on the New York Stock Exchange as a bond trader. Steven is with AXA Advisors located in Irvine, California at 4 Park Plaza #400,, and 949.833.5837. Steven advises companies and high net worth individuals. Steven and I share clients such as Adepteq and Raycon Industries. Consider Steven a trusted advisor as I do.

Johnathan Boyce, Mergers and Acquisition Intermediary
Johnathan Boyce evaluates companies that are considering selling and assists them in marketing the assets of the business. Johnathan is located in Anaheim Hills at 180 N. Riverview Drive # 200,,, 714.983.7227. Johnathan represents a wide variety of companies. I highly recommend Johnathan and his expertise.

No comments :

Post a Comment