Certified Business Brokers act as intermediaries between buyers and sellers throughout the sales process. There are times when it is necessary to seek advice from trusted sources outside the realm of our expertise. Below is a review of the Advisory Team we use when unique situations arise.
Certified Public Accounting Advisor Firm:
Blue & Co.
720 East Pete Rose Way
Suite 100
Cincinnati, OH 45202
Phone: 513-241-4507
Primary Contacts: Mr. Chad Neiter (Client Accounting Services Leader), Kris Morgan, CPA, PFS (Sr. Mgr), Nancy Orben, CPA (Sr. Mgr) A full-service Tax, Accounting and Audit firm, with over 60 combined years of accounting knowledge between them, offer business accounting services, as well as advice on tax strategies associate with the operation and/or sale of your business.
West Chester Tax & Accounting
6938 Tylersville Road
Liberty Twp, OH 45069
Phone: 513-779-0127
Primary Contact: Brad McFadden (Partner)
Legal Advisor Firms:
Linn Legal
5935 Ridge Ave. Suite 400
Cincinnati, Ohio 45213
Phone: 513-426-9443
Primary Contact: Mr. Doug Linn (Doug@LinnLegal.com)
Specializing in Transactional work; Real Estate Law, Contract Law, Estate Planning
Strauss-Troy Co., LPA
150 East 4th Street #400
Cincinnati, Ohio 45202
Phone: 513-621-2120
Primary Contact: Mr. Brian O’Connell (bjoconnell@strausstroy.com)
Brian reviews various written agreements throughout the sales process. Strauss Troy offers a full line of legal services.
Ashbrook Byrne Kresge Law Firm
PO Box 8248
Cincinnati, Ohio 45249
Phone: 513-582-7424
Primary Contact: Joe P Ashbrook (jpashbrook@ashbrookbk.com )
Joe and his team provide advocacy in litigation and legal counsel to small businesses and offer seamless legal effort.
Real Estate Advisor Firm:
Coldwell Banker Realty
3012 Glenmore Avenue, Suite 307
Cincinnati, OH 45238
Cell: 513-460-5302 (cell)
Phone: 513-922-9400
Primary Contact: Tom Duetsch, Realtor
(tom.duetsch@cbws.com)
eXp Realty in Cincinnati
3605 Glenmore Ave.
Cincinnati, OH 45211
Phone: 513-708-8930
Primary Contact: Ms. Sandi Wethington (sandi.wethington@exprealty.com)
Sandi has over 28 years of residential and commercial real estate sales experience. Sandi is available to advise and assist in the sale of property that may be associated with the sale of your business.
Estate Planning, Risk Management, Property & Casualty Insurance and Employee Benefit Firms:
Carl McClurg Jr, AIF
Phone: (513) 886-5009
Email: carl@saveandretire.net
Carl McClurg Jr, an Accredited Investment Fiduciary – utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.
Crew Capital (Estate Planning & Employee Retirement Plans)
Rob Jung – Managing Partner
Cell Phone: 513-378-5827
Email: RJung@Crewcapital.com
Trusler Insurance Service
7554 Cheviot Road
Cincinnati, Ohio 45247
Phone: 513-522-4400
Primary Contact: Ms. Lindsey Trusler-Dietrich
Catholic Order of Foresters
Ft. Wright, Kentucky
Phone: (859) 240-8450
Primary Contact: Mr. Ryan M. Maschmeyer, FICF
The Advisory Team listed above are fee-based professionals, offering professional services only as necessary and requested throughout the sales process. MGL Business Solutions has no legal or financial affiliation with them and recommends that buyers and sellers always seek professional advice, whether through the advisors above, or otherwise.