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Thomas Whitaker is listed as M&A Match-Maker 🤝 | MOMENTM | Helping Financial Advisors Get a Consistent Flow of New Clients | Connecting Right-Fit Buyers and Sellers with Integrity to Ensure Optimal Outcomes at NextPhase Partners, based in Lincoln, Nebraska Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Thomas Whitaker.
Thomas Whitaker previously worked as Partner at Nextphase Partners and Owner/Head of Operations at Momentm Solutions. Thomas Whitaker holds Bachelor Of Science In Business Administration, Marketing from Nebraska College Of Business.
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I help financial advisors, CPAs, and other financial services who are looking to grow, create a system that will bring them a consistent flow of new leads, consultations, and clients in their ideal target market.I am building the most equitable relationship-based network of business buyers and sellers on the market, helping bridge the M&A education gap and setting transacting parties up for optimal success.Feel free to contact me with any questions or schedule a free consultation here!https://calendly.com/tommy-whitaker/15min
Listed skills include Email Marketing, Teamwork, Linkedin Marketing, Real Estate, and 14 others.
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At NextPhase, we connect lower-to-middle market buyers and sellers through our relationship-driven network. By combining our M&A expertise, origination techniques, and advanced automation systems, we foster meaningful relationships that lead to successful transactions between accredited investors and private business owners.
- Develop and implement lead generation strategies to deliver quantifiable results in terms of leads, consultations, and client acquisitions.- Oversee the day-to-day operations of the business, ensuring seamless integration of business development strategies.- Manage M&A referral services, creating efficient pathways for business transactions within the.
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Thomas Whitaker works for NextPhase Partners.
Thomas Whitaker is listed as M&A Match-Maker 🤝 | MOMENTM | Helping Financial Advisors Get a Consistent Flow of New Clients | Connecting Right-Fit Buyers and Sellers with Integrity to Ensure Optimal Outcomes at NextPhase Partners.
Thomas Whitaker is based in Lincoln, Nebraska Metropolitan Area, United States while working with NextPhase Partners.
Thomas Whitaker has worked for Nextphase Partners, Momentm Solutions, and Np Dodge Real Estate.
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Thomas Whitaker holds Bachelor Of Science In Business Administration, Marketing from Nebraska College Of Business.
Thomas Whitaker is listed with skills including Email Marketing, Teamwork, Linkedin Marketing, Real Estate, Consulting, Marketing, Digital Marketing, and Advertising.
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