GROWTH. TRANSFER. LEGACY.
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Giving business owners the professional services they need depends on the current state of their business and the future they envision.
We have assembled a team of professionals representing legal, accounting, Mergers & Acquisitions, wealth management, and business consulting services to consider the specific challenges and exact solutions each discipline should provide business owners at the various stages of their business growth cycles.
Moderator: Paul Decelles, Business Coach at YardeZone Inc.
Paul Decelles received his BA in English from Providence College and MBA with a concentration in management from the University of Rhode Island. He has held executive-level regional and national positions in management and training departments for privately held and multinational corporations including Nasco, Stuart Pharmaceuticals ICI Americas, ICI Pharma, Zeneca Pharmaceuticals and Astra-Zeneca.
Keith Dee,Osage Advisors, LLC
David Fasi, UBS
Andrew Lattimer, Blum Shapiro
Bob Zelinger, Hinckley Allen
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