Business Advisors in Manlius

Background: I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California. I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.

Background: Our company, 'Real-Time Consulting Services', specializes in helping property management businesses scale through strategic planning, operational restructuring, and leadership development. With over 25 years of industry experience and a background in executive consulting, we have advised hundreds of companies across the U. S. , from single-operator to large-scale organizations managing thousands of units. Our domain expertise spans organizational design, team structure, KPI development, SOP implementation, and technology integration using platforms like AppFolio, Propertyare, Buildium, Rentvine, Onesite, and Yardi, along with ancillary platforms such as Aptly, LeadSimple, Sharepoint (Excel & Power BI), and Monday. com. We have supported mergers, acquisitions, and valuations, helping clients increase profitability, streamline operations, and build sustainable business models. Whether a company prepares for growth, exit, or operational overhaul, we provide hands-on, customized strategies to ensure practical and measurable transformation.

Background: I am a private commercial financing consultant with a direct connection to a private lender/check writer. We can lend worldwide.

Background: I am a private commercial financing consultant with a direct connection to a private lender/check writer. We can lend worldwide.

Background: Small, medium, or large we have the commercial finance products & capabilities to help your business with the funding it needs to complete projects and achieve business objectives. We carry a comprehensive portfolio of business loans that are designed to provide you with tailored financing to meet your unique business needs. In addition to offering commercial finance options designed to help the business grow, businesses will also receive personalized service from our team of experienced, friendly financial professionals.

Background: We are a distinguished law firm that excels in an array of legal domains, including immigration, personal injury, tax, private banking, and social security disability. Specializing in immigration law, the firm guides clients through intricate processes such as visa applications, residency matters, and citizenship proceedings. We stand out for its commitment to ensuring that individuals and families navigate the complexities of immigration law with clarity and confidence, striving for positive outcomes in every case. In the realm of personal injury, We extend legal expertise to those who have experienced harm due to negligence or intentional actions. The firm passionately advocates for clients, seeking compensation for medical expenses, lost wages, and emotional distress. Known for its tenacity and dedication, We formidable ally for individuals seeking justice and restitution in the aftermath of personal injuries. Expanding its scope to financial matters, We also specializes in private banking and tax law. The firm provides comprehensive support in areas such as tax planning, compliance, and private banking services. This multidisciplinary approach allows clients to address a spectrum of legal needs under one roof, establishing a go-to destination for individuals and businesses seeking expert counsel across a diverse range of legal specialties. Moreover, the firm extends its services to social security disability claims, leveraging its legal acumen to assist clients in obtaining the disability benefits they deserve. With a holistic and client-focused approach, We stand as a testament to legal excellence in a variety of practice areas.

Background: We are a buy-side sourcing agency. We work for a number of well-positioned clients including a dynamic buyer with $17B under management and wide portfolio of companies they seek to acquire. We are helping clients from various locations.

Background: Foundation of Arthur Zaske & Associates extends back to 1979 when the founder of the firm, Arthur E. Zaske, formed the Merrill Lynch Retirement Group, establishing a discretionary investment advisory business within Merrill Lynch. Through the Merrill Lynch Retirement Group, Mr. Zaske helped develop a fee-only service model, which later provided the foundation for an independent investment management firm.

 

Background: We are one of the fastest growing business brokerage company. We do not charge any sort of upfront or retainer fees. We charge a success fee that depends on the deal size.

Background: Parallax Quantitative Assets Management is a advisory firm in United States.

Background: We are M&A advisors catering to US and Canada based clients. We also help in risk and strategic partner selection.

Background: We are a global M&A firm with a local presence. Over the course of more than 35 years, we have built a team of mergers and acquisitions.

Background: We are a multi-strategic private equity firm based in the United States. We invest in consumer distressed debt portfolios, small business cash advances, distressed mortgages, and high-growth companies. We also provide financing to companies of all sectors and credit rating classes. We charge an upfront fee and we lend money at certain rate of interest. The fees and lending rate depend on the nature of business, revenues and credit score of the company.

Background: Matt DiVirgilio is partner and co-owner of DiVirgilio Insurance Agency Inc. dba DiVirgilio Financial Group. Matt is also past president of the St. John's Preparatory (SJP) Alumni Association, member Lynn Business Partnership group and a member of the Bentley Executive Club. Prior to becoming president at DiVirgilio Financial Group, Matt was a financial advisor at New England Financial and Ameritas Corp. he holds a Bachelor of Science degree in finance from Bentley University. Matt continues to give back and remain active in local non-profice organization, the Bentley Alumni Community and Bentley Alumni Soccer Community.