Business Strategy Institute Faculty of Southeastern Pennsylvania
FRANK MICHEL
MERGERS & ACQUISITIONS/CERTIFIED EXIT PLANNER
Frank is the co-founder of Brandywine M&A. He has held certifications in Exit Planning and Family Business Advisory as well as serving on the founding board of XPX Philadelphia (The Exit Planning Exchange) and The Exit Planning Institute’s local chapter. He is also a Certified Value Builder.
Frank is the founder of Exit Decisions, an information and related advisory focused on helping owners make crucial decisions.
Phone: 484.534.8663 www.bma1.com
mark steinke
BUSINESS CONSULTING
Mark has 25 years as a business leader, coach, executive, and entrepreneur who provides business owners with more profits, stronger teams, more time, and more control while allowing them to work on their business as opposed to in it.
This is accomplished by implementing specific strategies that provide business owners peace of mind in running a growing business. For those who truly want something better out of life and their company, this will be their last stop.
Phone: 610.768.7774 www.businesscoachingofpa.com
JIM RIES
LEGAL
Jim Ries is Director of Business Development at Offit Kurman. They are a full-service law firm, serving the legal needs of small and mid-size privately-held owner managed businesses with 230 attorneys in 14 offices from Charlotte to New York City.
Jim has access to a deep network of attorneys in every practice area, and he connects business owners to the right attorney who can resolve their legal disputes and protect their assets. Jim is a master networker.
Offit Kurman
Ten Penn Center, 1801 Market St., Suite 2300
Philadelphia, PA 19103
Phone: 410.733.6133
www.offitkurman.com
RIChard P. SILVA, MSOD, CLU
INSURANCE/FINANCIAL SERVICES
Founding and Principal Partner in Valley Forge Financial Dynamics, a cutting edge Financial Engineering Firm specializing in offering unique financial strategies to select Clientele.
With over 45 years in the Financial Service Industry, and having served in Executive positions with major Insurance Carriers such as Chubb, Nationwide, Lincoln Financial/Jefferson Pilot, and American National, Rick Silva is an expert in designing sophisticated financial strategies and solutions in conjunction with his nationally recognized Strategic Partners.
Rick Silva has extensive management experience, and is considered an expert in financial service distribution, sales and marketing strategies. Mr. Silva has been awarded numerous Industry distinctions and honors, including The Million Dollar Round Table, National Quality Award, General Agent & Management Awards, and over 43 leadership & achievement awards
Mr. Silva holds a Master of Science Degree in Organizational Dynamics from the University of Pennsylvania, and has served as an Officer and Member of many prestigious local and national organizations.
Valley Forge Financial Dynamics
600 W. Germantown Pike, Suite 400
Plymouth Meeting, PA 19462
www.valleyforgefinancialdynamics.com
Phone: 610.213.4201
Fax: 215.540.4471
property casualty - risk manager
m&a