Services Offered
Specialization & Focus
I specialize in the sale of Main Street and lower middle-market businesses, working closely with business owners to maximize value while maintaining strict confidentiality. With entrepreneurial experience, I provide hands-on guidance through valuation, financial recasting, buyer qualification, negotiations, and deal management from listing to closing. My focus is on achieving smooth, well-structured transactions that protect my clients’ interests and deliver successful outcomes.
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About
Joe has significant entrepreneurial experience as the founder and CEO of companies in multiple vertical markets. He has a rare blend of academic insight, hands-on business ownership, and strategic consulting experience. With an MBA and a BS in Computer Science, Joe brings analytical rigor and operational savvy to every client engagement. With his experience, he brings a wealth of knowledge. His collaborative approach and commitment to delivering professional, reliable representation are assets to the clients he serves.
He is also a commercial real estate broker and has held a seat on the Board of Directors for the Long Island Commercial Network and is a certified real estate instructor for the NY Department of State. He has the designation of being Commercial and Investment Real Estate Certified (CIREC).
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