John Packard Email & Phone Number

New York, United States

Valufinder Group is a boutique M&A Investment Banking firm specializing in acquisition search.Our clients are proactive buyers of businesses, generally Private Equity Firms seeking new platform acquisitions or one of their existing portfolio companies interested in growing through acquisitions.Our “DealStar” Acquisition Search Program is a flexible, fast, and low-cost choice for proactive buyers who want to take their targeted deal flow to a much higher level of success.

Western Us

Fortius Consulting is a capital provider for small and mid sized companies. The firm also assists business owners develop an exit strategy, and facilitates the sale when appropriate. We assist business owners prepare for retirement.We provide capital and financial services for small and mid-sized businesses and business owners including: Personal Loans, Business, Real Estate, Venture Capital, Startup Capital, Bridge Capital, Mezzanine Capital, Acquisition Funding, Equipment Leasing, and Factoring.

International With A Geographic Marketing Focus In New Mexico & Texas

Endura New Mexico/West Texas is a distributor and investor of the Endura Block System.Endura is a patented construction system utilized in all types of construction.http://endurablock.com/

-Evaluate financial condition of personal and business finances. -Structure, organize,and implement customized financial plans. -Create workable budget plans for families andbusiness. -Assist clients with developing and implementing customized investment andallocation models. -Instruct and Teach individuals to properly and effectively invest andtrade in the Equity/ Option/Futures markets. -Provide One-on-One mentoring-Utilizecustomized teaching techniques for each client.

-Develop relationships with potential sellers. - Assist sellers with valuation ofbusiness. -Interview and qualify potential buyers. -Work with legal and accountingprofessionals. - See that Business transition is handled correctly. - Responsible for marketing,sales, and all confidentiality issues related to selling qualified businesses.

United States

-Designed and Implemented investment strategies. -Asset Management for Corporate andIndividual Clients. -Assisted clients to formulate financial objectives depending on theirindividual needs. -Set up Client Investment Reviews to discuss summary of portfolioperformance and goal revision. -Responsible for prospecting new clients and networking

-Sales of High Net Worth products, including annuities, estate planning, and taxservices. *Top High Net Worth Product sale Producer. -1999-Placed stock, bond, mutualfund, and options transactions for clients. -Original member of the Asset Retention SalesTeam--A business pilot program *MVP Award for Asset Retention Sales Team. - 1999-PresentedFidelity's products and solicited business from existing and potential customers.*Consistently ranked in the top 20% of Asset Production for1998 and 1999 *Top Fixed

-Responsible for all Trust Department Transactions. -Allocated dividends (from stock,bonds, mutual funds, annuities, ect.) and other asset distributions to appropriatecustomer accounts. -Answered customer concerns and questions regarding their investments. -Trained team members in trust operations guidelines and customer service.

Bs, Business Finance

Associate'S Degree, General Studies