Erin O'Leary 🍀, Mba, Cmaa Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Our team gets the max value exit for business founders and stakeholders. We are Founders, attorneys, wealth managers and CPA's, collaborating for your best interests.Do you know your (business') worth? Do you know the levers to enterprise value?And even if you are transitioning in 3, 5 or 10 years - do you know how to prepare for an optimal exit? What if someone comes to you prior, wanting to buy your firm, do you know how to proceed and negotiate with them while protecting yourself & your firm?We help Founders and their families get max exit value, by understanding the process and how to optimally position themselves to benefit from the process of selling their firm. Pegasus Capital's unique, proprietary process gets max value results for Founders and their families. Using high-level financial insights we craft successful strategies and tactics to synchronize and maximize profitability and enterprise value.By developing a strong financial IQ (based on unique KPI's) other performance factors, business owners can transition from being an Owner/Operator (where owners are intimately involved in every aspect of the business' operation which ultimately leads to burnout) into becoming a CEO or a financial owner, not an emotional owner. Financial Owners can sell their firms for top doollar or transfer internally in the best way possible.

University Park, Pa, Us

University Park, Pa, Us

Needham, Massachusetts, Us

Helping business owners monetize their life's work by confidentially selling their business for the best price to a qualified buyer.Businesses with revenues from $1.5M - 5M or OCF over $200K

Launched and developed strategies & branding of this "Penn State Proud" officially licensed enterprise, written up by Inc. Magazine, Fortune Small Business Magazine, The Wall Street Journal, and State College Magazine. Duties included oversight over all operations of 2 retail stores, 1 production plant, and 3 online stores.

State College, Pa, Us

The State Theatre is a substancial contributor to the rich, cultural diversity of the university town of State College, PA. The State Theatre hosts everything from community dance and theatre to national acts of all genres.

Aris Corporation, acquired by AssetMark, formerly offered high net worth asset management solutions as well as retirement plan investment management and other customized portfolio options to regional and national Investment Advisors. My role is as a deal team partner, I worked internally and externally to integrate assets, reduce redundancies, facilitate the transition team handoff, and immigrate clients and assets. Later as a Strategic Consultant Liaison , I "launched" new strategists onto the finserv platform, including marketing plan & sales strategy development to communicate with existing Client Advisors and reach out and develop new Advisor Relationships via in-person national sales meetings.

State College, Pa, Us

Provider of quality Penn State Gifts and Clothing

East Hanover, Nj, Us

Fidelity Paper & Supply is a top national source for typical packaging products ranging from bubble and shrink wrap to plain or printed corrugated boxes and tape. However they specialize in Pharmaceutical/Industrial packaging which includes die-cut foam briefcases for high tech equipment as well as more sophisticated packaging solutions. Further Fidelity has JIT/next day delivery capabilities within the state of PA and bordering states allowing clients to capitalize on their ISO 9000 certified warehouse to achieve better operations management and reduce the cost associated with dedicating warehouse space to packaging. (Also the profit and loss statement of your company will show better returns immediately when your company only pays for the packaging your use and need during any given month.)My role is to develop strong business relationships with companies who use packaging of any type. These include: Fortune 500 companies such as Johnson & Johnson, Colgate-Palmolive, Victoria Secret, and Over Head Door (current clients) as well as smaller companies such as printing companies, manufacturing companies, food companies, etc. As a new member of this organization my goal is to provide the highest quality packaging solutions available with the best service possible (JIT in PA with next day delivery) for the most competitive price.

Alexandria, Va, Us

Assisted in the design, implementation and execution of support programs to assist community members in need.

Major Sponsor | Supporter | Noted Speaker at EventsNetworking, speaking at events, and participating in fund-raising events.Publicly addressed sponsors at various events, giving presentations with the intention of sponsor development and retention.Contributed to the growth of this organization from start-up to $1.5M in donations.

Ba, Communications, Marketing, It

Education record

M.B.A, Finance & Marketing

Bachelor Of Arts - Ba, Communication And Media Studies