Advisory Team

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

6700 Ruwes Oak Drive
Cincinnati, Ohio 45248

Phone: 513-708-8930

Primary Contact: Ms. Sandi Wethington (RE Agent)

Sandi has over 22 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:

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.

Contact Us

Contact us today to discuss business planning & development to grow your business; Confidential business valuation; succession planning; selling a business or buying a business.

Phone: 513-200-0247
Email: mike@mglbusinesssolutions.com

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