Steven Weiss Email & Phone Number

We make things happen and we get proven results when it comes to tax exempt and taxable bond financing! We will work actively with your organization to gather the background information, prepare the applications, meet with representatives of appropriate agencies, address any church vs. state issues, participate in presentations at hearings, obtain Inducement Resolutions, prepare the Client Business Report as well as to assist with the Tax Questionnaires. Weiss Advisory has become a niche pioneer in the nonprofit and industrial bond marketplace.Specialties: Steve has presented seminars on Tax-Exempt Bond Financing and on Business Valuations for numerous organizations and institutions including the Options Schools for the Hearing Impaired, PEJE (Partnership for Excellence in Jewish Education), and numerous Bar Associations.Steve was formerly a Principal of Roth & Company CPA's (a BDO Seidman Alliance CPA firm), with responsibilities for the management advisory services, business development and business valuation areas of the practice.

Listed skills include Event Planning, Business Strategy, Team Building, Investment Banking, and 12 others.

• President

  Weiss Advisory Services

  Mar 2004 - Present

  In addition to providing Management Consulting Services and acting as Interim CEO or Interim CFO, Weiss Advisory acts as Management Advisor for tax-exempt and taxable bond transactions for nonprofit 501(c)3 organizations as well as for eligible manufacturing and industrial companies.