Becker & Beggs, Ltd., formed in 1992, are involved in all phases of business sales, mergers, and joint ventures including: •Seller representation •Buyer searches •Valuations •Acquisition financingAs business brokers, our firm focuses on representing sellers located within 50 to 75 miles of Cincinnati. Our ideal client has owned their business for a decade or more, there’s no obvious (qualified) successor, and the firm is worth between $1,000,000 and $20,000,000. It can be any… Show more Becker & Beggs, Ltd., formed in 1992, are involved in all phases of business sales, mergers, and joint ventures including: •Seller representation •Buyer searches •Valuations •Acquisition financingAs business brokers, our firm focuses on representing sellers located within 50 to 75 miles of Cincinnati. Our ideal client has owned their business for a decade or more, there’s no obvious (qualified) successor, and the firm is worth between $1,000,000 and $20,000,000. It can be any type - distributor, manufacturer, retailer, service provider, contractor - we will take on any engagement as long as it makes sense. If you have a client or know someone that is considering selling their business, I would greatly appreciate hearing from you. We can get them on to the next stage of their life, quickly, confidentially, and at a very reasonable cost. Show less

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Providing private banking services (including lending, depository services and investment management) to healthcare professionals (physicians and dentists), as well as to CPA’s, attorneys, corporate executives and business owners in the Greater Cincinnati marketplace.

• Responsible for spearheading healthcare business development activities, retaining and expanding banking relationships in the Greater Cincinnati and Dayton marketplaces.• Developed and implemented a healthcare target marketing plan to attract medical, dental and chiropractic practices for business relationship banking to the Bank.• Developed and built relationships with physicians, dentists, chiropractors and their practice managers to provide financial solutions to their healthcare… Show more • Responsible for spearheading healthcare business development activities, retaining and expanding banking relationships in the Greater Cincinnati and Dayton marketplaces.• Developed and implemented a healthcare target marketing plan to attract medical, dental and chiropractic practices for business relationship banking to the Bank.• Developed and built relationships with physicians, dentists, chiropractors and their practice managers to provide financial solutions to their healthcare practices. Show less

• Successfully led and managed a team of professionals (24 associates) in Private Bank, Investments & Trust Management Services and Financial Planning.• Designed and implemented a power of partnering cross sell initiative for the Key Private Bank professionals to focus on the comprehensive approach to providing financial solutions.• Worked closely with teams of professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit… Show more • Successfully led and managed a team of professionals (24 associates) in Private Bank, Investments & Trust Management Services and Financial Planning.• Designed and implemented a power of partnering cross sell initiative for the Key Private Bank professionals to focus on the comprehensive approach to providing financial solutions.• Worked closely with teams of professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit needs.• Implemented a “Go to Market Strategy for 2007.” After 6 months, the Cincinnati Key Private Bank Team was rated #1 out of all 24 Districts based on Contribution Margin, Revenue, Loans, Deposits, Investments and Trust Fees according to the 2007 plan and growth over prior year. Show less

• Successfully led and managed various teams of professionals (36 associates) in Private Bank, (Cincinnati, Columbus, and Cleveland) Personal Trust, Financial Planning and Provident Financial Advisors - Sarasota, Florida.• Designed and implemented a cross sell initiative for the wealth management professionals to focus on the comprehensive approach to providing financial solutions.• Worked closely with teams of wealth management professionals to creatively address client's financial… Show more • Successfully led and managed various teams of professionals (36 associates) in Private Bank, (Cincinnati, Columbus, and Cleveland) Personal Trust, Financial Planning and Provident Financial Advisors - Sarasota, Florida.• Designed and implemented a cross sell initiative for the wealth management professionals to focus on the comprehensive approach to providing financial solutions.• Worked closely with teams of wealth management professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit needs. • Exceeded Private Bank’s Budget Goals / Profit Plan all three years. Show less

• Senior Private Banker - duties included handling the business and personal banking needs of health care professionals, successful business owners, CPA's and attorneys by managing a client loan portfolio of $25 million and a client deposit portfolio of over $29 million. • Team Leader - responsibilities included managing two private bankers and a support staff of one client services specialist and one credit analyst. • Delivered a wide array of… Show more • Senior Private Banker - duties included handling the business and personal banking needs of health care professionals, successful business owners, CPA's and attorneys by managing a client loan portfolio of $25 million and a client deposit portfolio of over $29 million. • Team Leader - responsibilities included managing two private bankers and a support staff of one client services specialist and one credit analyst. • Delivered a wide array of financial products and services to high-net-worth health care professionals, physicians and dentists.• One of four original private bankers who started and developed the Private Banking Group.• Held key leadership roles in various community activities and professional organizations. Show less