Mike brings a dedicated 30-year financial service career in mergers and acquisitions, business lending, retirement planning, and real estate. In his banking career, Mike was responsible for a multi-million-dollar loan portfolio for a super-regional bank. He managed the department with a team of commercial lenders assisting business owners with operating lines of credit, equipment loans, commercial real estate loans, SBA lending and treasury management services. Mike initiated and led a project joining the business banking team with the wealth advisor team to work together for the business owners. He conducted seminars on business valuation while educating owners on how to preserve and grow balance sheet strength and value. From this experience he saw firsthand the need to help business owners in the specialized area of exit planning with business sales & acquisitions.
Because of the specialized knowledge and skills required in this field, Mike pursued and earned a Certified Exit Planning Advisor certification through the Exit Planning Institute. Mike currently sits on the board of the Cleveland Chapter of the Exit Planning Institute. In addition to the CEPA designation, Mike has an Ohio Real Estate License and has held licenses in Insurance, Securities, and Mortgage Banking. He earned a BA in Accounting from Walsh University. Mike is a current business and commercial real estate owner.
Transworld Business Advisors is the premier global market leader in business sales and acquisitions with offices in over 200 major US markets and 16 countries. We bring 40 years of mergers and acquisition experience, with a proven process and marketing platform for success, selling hundreds of businesses in every industry, every year.