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 Contact: Mr. Robert Findley, CPA (Director)
A full-service Tax, Accounting and Audit firm, with over 30 years of accounting knowledge, Bob and his team advice on tax strategies associated with the sale of your business, as well as other accounting related topics.
West Chester Tax & Accounting
6938 Tylersville Road
Liberty Twp, OH 45069
Phone: 513-779-0127
Primary Contact: Brad McFaddin (Partner)
Legal Advisor Firms:
Strauss-Troy Co., LPA
150 East 4th Street #4
Cincinnati, Ohio 45202
Phone: 513-621-2120
Primary Contact: Mr. Brian O’Connell (Shareholder)
Brian is a member of the Strauss Troy litigation department. He focuses his practice in the areas of complex commercial litigation, construction litigation, intellectual property litigation, products liability, and tort law. Brian reviews written agreements throughout the sales process. Strauss Troy offers a full line of legal services, including corporate formation, estate planning, domestic relations, real estate, criminal defense, and personal injury.
Joseph P Ashbrook
PO Box 8248
Cincinnati, Ohio 45249
Phone: 513-582-7424
Primary Contact: Joe P Ashbrook (jpashbrook@jpashbrooklaw.com)
Joe provides advocacy in litigation and legal counsel to small businesses, Contract Law and offers seamless addition to any legal effort.
Blue & Co.
720 East Pete Rose Way
Suite 100
Cincinnati, OH 45202
Phone: 513-241-4507
Blue & Co. have an entire legal team to assist with Estate Planning, Employee Law and Contract Law.
Real Estate Advisor Firm:
Caldwell Banker West Shell
6730 Ruwes Oak Drive
Cincinnati, Ohio 45248
Office Phone: 513-922-9400
Cell Phone: 513-460-5302
Email: tom.deutsch@cbws.com
Primary Contact: Tom Deutsch Jr.
Estate Planning, Risk Management, Property & Casualty Insurance and Employee Benefit Firms:
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, Kentuck
Phone: (859) 240-8450
Primary Contact: Mr. Ryan M. Maschmeyer, FICF
Centarus Financial Inc.
831 County Road, 30A
Ashland, OH 44805
Phone: 419- 756-9747
Primary contact: Edward R. Klesak, CLU, LUTCF, MBA, RFC
Ed focuses on Insurance, Investments, Keyman Policies, Deferred Sales Trusts and 1031 Exchange.
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.