Rita brings decades of consulting expertise focused on improving business profitability, performance, and value creation. As a seasoned advisor, she specializes in helping business owners navigate succession planning, exit strategy development, and organizational optimization that drives measurable results.

Her experience spans management and operations consulting with a particular focus on preparing businesses for strategic transitions. Rita’s approach combines innovative sales and marketing strategies with customer-centric operational improvements, making her invaluable for business owners planning their exit or acquisition strategy.

As a founding member of the Cleveland Exit Planning Exchange and mentor in multiple professional development programs, Rita brings both practical expertise and deep regional market knowledge to every client engagement.

Specialization: Succession planning, exit strategy development, business performance optimization
Industries: Professional services, manufacturing, business services

With 30+ years across service, construction, and manufacturing industries, Scott brings deep operational expertise to business evaluations and financial analysis. His experience ranges from small privately-owned businesses to large multinational organizations, providing comprehensive perspective on business performance optimization.

Scott’s hands-on experience with software implementations, mergers & acquisitions, and new business startups makes him essential for identifying operational improvements that drive business value before sale.

Specialization: Business evaluation, financial forecasting, operational optimization
Industries: HVAC, emergency services, manufacturing, construction, professional services

Michael brings over 15 years of financial expertise with a specialized focus on healthcare business acquisitions and practice management. As founder of Physician CFO Solutions and partner at Inglewood Associates, he provides comprehensive financial due diligence, strategic planning, and transaction support for M&A deals.

His experience spans business performance advisory, interim CFO services, and business valuations, making him invaluable for complex financial analysis during acquisition due diligence and business sale preparation.

Specialization: Financial due diligence, healthcare M&A transactions, strategic financial planning
Industries: Healthcare practices, professional services, general business advisory

John is a seasoned entrepreneur who built County Fire Protection Inc. from a startup to a 65+ employee company across four locations, earning recognition on Crain’s Cleveland Weatherhead 100 list of fastest-growing companies 12 times. After successfully exiting to private equity group Riverside Companies, John brings invaluable insights to business owners preparing for their own strategic exits.

As a licensed real estate professional with extensive commercial and industrial property investments across Ohio and South Carolina, John handles real estate components of business transactions and specializes in identifying PE platform-ready opportunities.

Specialization: Business development, PE-ready business evaluations, real estate transactions
Experience: Successful entrepreneur and private equity exit

Jim brings over 30 years of financial expertise and hands-on business ownership experience to every M&A transaction. With 16 years in banking and having personally bought and sold four businesses, he understands deals from every perspective. Jim’s approach is built on relationships first—investing time to understand your specific situation before providing strategic guidance on business valuations, deal structuring, and negotiations.

Specialization: Sell-side and buy-side M&A advisory for businesses with $1M-$50M annual revenue
Industries: Manufacturing, industrial services, business services, distribution