Jon B Roman, Ccim Cepa Cmap Email and Phone Number
Jon B Roman, Ccim Cepa Cmap work email
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Jon B Roman, Ccim Cepa Cmap personal email
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As the Managing Partner of Transworld Business Advisors of Atlanta, I lead a team of professionals who help entrepreneurs buy and sell businesses, franchises, and commercial real estate. After more than 25 years spent amongst business owners and being one myself, I put my expertise and commitment to excellence in business brokerage, mergers and acquisitions, and exit planning in service to my team and our clients. Our mission is to help business owners achieve the highest and best possible exit for their business, while maintaining confidentiality and minimizing disruption. I understand the challenges and opportunities that come with owning and selling a business, as I have personally founded, operated, and sold several businesses in different sectors, including real estate, restaurants , retail and distribution. I leverage my extensive network, market knowledge, and negotiation skills to deliver successful outcomes for our clients. I am also privileged to serve as a board member of the Entrepreneur's Organization - Atlanta, a global network of business leaders and as the President for Georgia Association of Business Brokers.
Transworld Business Advisors Of Atlanta
View- Website:
- tworld.com
- Employees:
- 825
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Managing PartnerTransworld Business Advisors Of AtlantaAtlanta, Ga, Us
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Managing PartnerTransworld Business Advisors Of Atlanta Oct 2014 - PresentAtlanta, Ga, UsTransworld Business Advisors,LLC is a worldwide leader in business brokerage, franchise consulting and franchise development. We have many offices throughout the USA helping entrepreneurs realize the American Dream through business brokerage, franchising and franchising development.Transworld is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists. -
Board MemberEntrepreneur'S Organization - Atlanta Sep 2019 - PresentAtlanta, Ga, Us -
PresidentGeorgia Association Of Business Brokers Nov 2023 - PresentAtlanta, Georgia, UsGABB is the local authority responsible of educating and enriching its members by offering a variety of programs and courses about business brokerage and affiliated services. -
Board MemberGeorgia Association Of Business Brokers Nov 2014 - Dec 2024Atlanta, Georgia, Us
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FounderAtto Digital Nov 2017 - PresentManufacturer/ seller of a variety of micro digital recorders on Amazon, Walmart, Shopify and Ebay
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Co-Founder- Winemaker4 Guys Wines Aug 2011 - PresentComing from 4 generations of winemakers, my partner and I decided to start our own wine-making operation in 2011. Every year, we have made progress, and plan to come to the market, eventually, with an excellent product. Pinning down the exact origin of wine is largely thought to be impossible. From the discovery of 60 million-year-old fossilized grapes to wine references in the Old Testament to a 6,000 B.C. wine jar found in modern-day Iran, the true beginnings of wine is the source of much speculation. To add to the confusion, archaeologists believe that the first known winery may have dated back to 4100 B.C. in the Vayotz Dzor region of Armenia. One thing is for certain, humans have been drinking wine in one form or another since the Stone Age.
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Commercial Real Estate BrokerVarious Feb 2000 - PresentAs a Real Estate Broker I've had the privilege to join various companies as well as founding my own agency in 2004.
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Restaurant OwnerVarious Jan 2004 - Dec 2015Since I opened my first restaurant in 2004, I have been involved in multiple operations including independent restaurants as well as franchises.
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Vice President- Commercial BankingTruist Jun 2011 - Aug 2014Charlotte, North Carolina, UsPrimary responsibility of managing the overall financial success and growth of the BB&T customers in Metro Atlanta Market. Although my Bank is a Top 10 US Bank, I am fortunate to have local approval and decision making abilities in a time frame which satisfies my clients.Ability to understand client needs and expectations while finding solutions acceptable to client and profitable to the overall relationship. Offer a full range of loan, deposit, and other non-credit services to existing and prospective business clients with a community banker approach and understanding.Excellent credit skills with ability to take credit from initial application through formal approval.I ensure commercial banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients. I actively participate in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank’s image. -
BrokerSuisse Investments Sep 2008 - Jun 2011Called on businesses and other commercial loan and private equity prospectsPre-qualified candidates and refer them to the funding institutionsEstablished a network of lending institutions open to work with my proposalsNegotiated fees and commissions with all parties involved
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Vp- Business Development OfficerLehman Brothers Apr 2003 - Aug 2008Assisted clients to grow thru acquisitions.
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Business Banker /Relationship ManagerTruist Jan 2001 - Mar 2003Charlotte, North Carolina, UsDeveloped new business through outside calling and external referral sources, phone solicitations, and internal referrals from seven branches.Proactively built and worked a prospect list to generate sales and referrals.Responsible for introducing Cash Management products and Merchant Services to new and existing clients.Responsible of generating a certain number of new customer relationships for small businesses with annual sales less than $5 Million and credit requests that meet established underwriting guidelines ($250,000 to 1.5 Million).Responsible for an assigned commercial loan portfolio of top business clients: companies with annual revenues between $1 Million and $5 Million.Created and presented quarterly market plans to develop and enlarge portfolios.Tripled the size of my client base through networking, prospecting, soliciting new suspects, and utilizing clients' referrals.Consistent top sales performer; developed repeat clientele through effective sales techniques.Top 5 STB Account Executive nationwide for the first three quarters of 2002.
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Financial Consultant/Small Business OfficerBank Of America Jan 1999 - Jan 2001Charlotte, Nc, UsSold a large range of lending products, assisted in loan underwriting.Discovered new prospects through cold calls, branches, and clients referrals.Built and maintained strong relationships with the customers/clients.Ensured customer complaints were satisfactorily resolved.Trained and supervised the new personal bankers.Achieved top performer recognition for the first two quarters of 2001. Top loan officer for May, June, September, and December of 2000.Top 10 Personal Bankers in Prototype and North Region for 2000.ALTER
Jon B Roman, Ccim Cepa Cmap Skills
Jon B Roman, Ccim Cepa Cmap Education Details
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Oglethorpe UniversityCertified Financial Planner -
Ccim InstituteReal Estate
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"Al. I Cuza" University Institute Of EconomicsMarketing
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C. NegruzziScience
Frequently Asked Questions about Jon B Roman, Ccim Cepa Cmap
What company does Jon B Roman, Ccim Cepa Cmap work for?
Jon B Roman, Ccim Cepa Cmap works for Transworld Business Advisors Of Atlanta
What is Jon B Roman, Ccim Cepa Cmap's role at the current company?
Jon B Roman, Ccim Cepa Cmap's current role is Managing Partner.
What is Jon B Roman, Ccim Cepa Cmap's email address?
Jon B Roman, Ccim Cepa Cmap's email address is ro****@****ail.com
What schools did Jon B Roman, Ccim Cepa Cmap attend?
Jon B Roman, Ccim Cepa Cmap attended Oglethorpe University, Ccim Institute, "al. I Cuza" University Institute Of Economics, C. Negruzzi.
What skills is Jon B Roman, Ccim Cepa Cmap known for?
Jon B Roman, Ccim Cepa Cmap has skills like Financial Analysis, Portfolio Management, Banking, Loans, Finance, Sales, Commercial Lending, Credit, Mergers And Acquisitions, Real Estate, Business Development, Business Acquisition.
Who are Jon B Roman, Ccim Cepa Cmap's colleagues?
Jon B Roman, Ccim Cepa Cmap's colleagues are Transworld Business Advisors, Ann Marie Hoover, Casandra D., Sean C. Mclean, Andrew Emberson, Satonja Gilbert Scott, Esq., Chris Bruner.
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