When it comes to time to transitioning from creating wealth to enjoying their wealth, many families struggle knowing where to start, or just how complicated this particularly important transaction of their lives will be. But one thing is sure, failure during this transition is not an option. Mercer §1031 Consulting guides individuals & families through their exchanges by way of a collaborative, fully aligned process that represents the objectives that are set out from the beginning of… Show more When it comes to time to transitioning from creating wealth to enjoying their wealth, many families struggle knowing where to start, or just how complicated this particularly important transaction of their lives will be. But one thing is sure, failure during this transition is not an option. Mercer §1031 Consulting guides individuals & families through their exchanges by way of a collaborative, fully aligned process that represents the objectives that are set out from the beginning of the project. As your fiduciary partner through the transaction, Mercer is agnostic to all sourced replacement property in the exchange while working exclusively to meet the needs and best interest of our clients. However, oftentimes our clients do require Mercer to help source replacement property which can be accomplished via our professional network providing access to institutional grade real estate. We know how important this transaction is to your family, and to your life. • It’s so much more than a real estate transaction. • It’s the point where you are ready to enjoy the efforts of many years of growth and hard workThat’s why Mercer takes a holistic approach – caring for more than just the tax of the exchanger. We are proud to have never had a failed exchange among the dozens of 100+ happy families and business partnerships we’ve helped transition through the most important transaction of their lives. What is Mercer’s ultimate goal? To preserve client’s wealth and dramatically improve their lives through powerful, successful 1031 exchange transactions. For more about our unique processes, and how we can help you grow beyond your current investments visit: http://mercerconsultingllc.com Show less

River Oak Risk is a premier captive management and risk management consulting firm that delivers a full range of alternative risk transfer strategies to privately-held business owners. Our clients and their trusted advisors leverage our expertise and turnkey services to create a new profit center for the operating business via the formation of a Captive Insurance Company. Structured properly, Captives enhance the risk management portfolio of the operating business, utilize substantial tax… Show more River Oak Risk is a premier captive management and risk management consulting firm that delivers a full range of alternative risk transfer strategies to privately-held business owners. Our clients and their trusted advisors leverage our expertise and turnkey services to create a new profit center for the operating business via the formation of a Captive Insurance Company. Structured properly, Captives enhance the risk management portfolio of the operating business, utilize substantial tax incentives and serve as a platform for business succession and estate planning. Show less

WorkProducts Inc is the architect of the MatterSpace® Evidence Lifecyle Management and Information Governance cloud platform. WorkProducts is assisting organizations bridge the gap between traditional enterprise information management and eDiscovery processing solutions.

Principal with Agile Network (a knowledge network of independent businesses) providing shipping/logistics and transportation spend management solutions to companies with an annual freight spend > $1M. Agile-Network's Enterprise Shipping Management solutions streamline transportation and logistics processes across supply chains, empowering people and their companies with the right information, at the right time to maximize visibility and control of transportation decisions from… Show more Principal with Agile Network (a knowledge network of independent businesses) providing shipping/logistics and transportation spend management solutions to companies with an annual freight spend > $1M. Agile-Network's Enterprise Shipping Management solutions streamline transportation and logistics processes across supply chains, empowering people and their companies with the right information, at the right time to maximize visibility and control of transportation decisions from purchase to payment . Show less

Develop business in Southeast territory for a custom software development firm specializing in .Net and Java development utilizing a “right-shore” delivery model. Responsible for developing leads, defining project deliverables with prospects, submitting proposals, closing business, and working closely with the delivery team (project manager and developers) to insure project deliverables matched project timeline.

Established strategic partnerships with cable companies that were critical to revenue growth of cable business unit. Managed $8M+ revenue business unit for Allconnect by executing regional and national agreements with cable systems not under contract and optimizing current partnerships (operations and strategic account management); managed four employees and annual $500K budget; cable partners included Comcast, Time Warner Cable, Cox Communications, Charter Communications, Brighthouse Networks… Show more Established strategic partnerships with cable companies that were critical to revenue growth of cable business unit. Managed $8M+ revenue business unit for Allconnect by executing regional and national agreements with cable systems not under contract and optimizing current partnerships (operations and strategic account management); managed four employees and annual $500K budget; cable partners included Comcast, Time Warner Cable, Cox Communications, Charter Communications, Brighthouse Networks and others. Results: Closed 90% of available opportunities in sales pipeline that led to increase of cable business unit revenue from $4M to $8M+. Show less

Focus on developing targeted customer acquisition sales channels (electric utility and others) and service provider partnerships (telecom, cable, natural gas, home security and others) in Eastern United States MSA’s for company providing free, convenience-based utility connections service to residential and small business movers.Established relationships under contract with variety of service providers and utilities (Verizon, AT&T, Con Edison, Comcast, Charter, Time Warner,Cox) that were… Show more Focus on developing targeted customer acquisition sales channels (electric utility and others) and service provider partnerships (telecom, cable, natural gas, home security and others) in Eastern United States MSA’s for company providing free, convenience-based utility connections service to residential and small business movers.Established relationships under contract with variety of service providers and utilities (Verizon, AT&T, Con Edison, Comcast, Charter, Time Warner,Cox) that were critical to early success and early revenue growth of Allconnect. Led business development/account management efforts for strategic partner Verizon for 18 months that drove execution of national agreement. Results: These early partnerships were critical to Allconnect moving from $0-$10M in revenue during the initial three years of company existence. Show less

Developed multiple accounts as first hire in SE region for Vangard Technology, a national systems integrator. Generated $1.6M in Gross Margins by exceeding quota multiple times over a four year period. Sold directly into commercial accounts with complex data storage requirements and designed custom solutions (hardware, SW, professional services) to support the business requirement of those accounts, including Nortel, First Union, Worldspan, Equifax, and Interliant.

Multi-national computer systems company specializing in manufacture and distribution of high-performance UNIX workstations and servers. Successfully grew market share for SGI in NC/SC sales territory by generating $4.8M in revenue within 24 months. Sold into manufacturing, commercial and university/research accounts directly and also worked with channel partners to expand opportunities. Established close working relationships with complementary software vendors to help drive sales. Produced… Show more Multi-national computer systems company specializing in manufacture and distribution of high-performance UNIX workstations and servers. Successfully grew market share for SGI in NC/SC sales territory by generating $4.8M in revenue within 24 months. Sold into manufacturing, commercial and university/research accounts directly and also worked with channel partners to expand opportunities. Established close working relationships with complementary software vendors to help drive sales. Produced $3.6M in revenue in FY96, highest in NC/SC office. Show less

Developed sales of computer hardware/software turnkey shipping /distribution systems for national integrator of automated shipping and mailing services, selling into manufacturing and distribution verticals. Opened 40 new accounts in 24 months as first sales hire for Evcor Systems in NC/SC/VA territory. Networked extensively with UPS, RPS, Fed Ex and ERP solutions providers to help drive sales.Generated $350K in Gross Margin and awarded Top Gun Sales Achiever multiple times.