Todd Steinberg

Todd Steinberg Email and Phone Number

Over 30 years of helping accountants buy and sell practices nationwide. @ SAM Technology
Todd Steinberg's Location
Williamstown, New Jersey, United States, United States
Todd Steinberg's Contact Details
About Todd Steinberg

I work exclusively with accounting and tax professionals to help them buy and sell practices nationwide. Since 1994 I have helped facilitate the sale of hundreds of firms nationwide. Sellers - Your practice is not just an asset - it is collection of deep personal relationships you have built up over many years of hard work. It is your legacy. Entrusting all of this to someone new can be overwhelming. We walk you through the entire process - covering the emotional, financial, and logistical aspects of this once-in-a-lifetime transaction. You will know that your legacy lies in the right hands.Buyers - For those looking to expand through acquisition, our buyer program offers unparalleled opportunities to purchase high-quality practices. Our due diligence process ensures that you are making a solid investment in a client base that will integrate well with your own practice. We want you to have a regret-free acquisition that helps you achieve your goals.Let's connect if you are looking to explore buying or selling! https://calendly.com/toddsteinberg or visit www.thrivefinancialgrp.com

Todd Steinberg's Current Company Details
SAM Technology

Sam Technology

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Over 30 years of helping accountants buy and sell practices nationwide.
Todd Steinberg Work Experience Details
  • Sam Technology
    Executive Vp Of Sales
    Sam Technology Mar 2022 - Present
    San Francisco, Ca, Us
    We’ve been thinking about how to make the work of a CPA easier to access by more people on a daily basis. If you are a CPA firm owner and want to optimize your practice, we have an answer. If you are tax pro and want a stream of clientele, we’ve got you covered. www.mysamcloud.com
    View
  • Thrive Financial Group
    Managing Partner
    Thrive Financial Group Jun 2014 - Present
    Helping accountants buy and sell practices nationwide.
    View
  • Alliance Wealth Management Group
    Director Of Business Development
    Alliance Wealth Management Group May 2021 - Dec 2023
    Flemington, New Jersey, Us
    View
  • New Clients, Inc.
    Executive Vice President Of Sales & Marketing
    New Clients, Inc. Jun 1994 - Sep 2021
    Mullica Hill, New Jersey, Us
    Helping professional accountants build, buy & sell practices nationwide.
    View
  • New Clients, Inc.
    Senior Account Executive
    New Clients, Inc. Jun 1994 - Feb 2012
    Mullica Hill, New Jersey, Us
    Helping professional accountants build, buy & sell practices nationwide.
    View
  • Kuttin Consulting Group
    Senior Alliances Manager
    Kuttin Consulting Group Sep 2014 - Apr 2021
    Integrating wealth management into a tax practice using a proven system and process to obtain better overall outcomes for clients. This is achieved using our tax professional/financial advisor partner program.

Todd Steinberg Skills

Marketing Crm Sales Strategic Planning New Business Development Management Training Selling Business Planning B2b Budgets Lead Generation Account Management Business Development Social Media Marketing Start Ups Direct Sales Business Strategy Sales Management Marketing Strategy Leadership Entrepreneurship Program Management Customer Service Forecasting Sales Process Advertising Email Marketing Cold Calling Negotiation Sales Operations Online Advertising Product Marketing Team Building Employee Training Retail Real Estate Networking Contract Negotiation Time Management Team Leadership Microsoft Office Recruiting Coaching Public Speaking Social Networking Market Research Insurance Financial Planners Inventory Management

Todd Steinberg Education Details

  • Rowan University
    Rowan University
    Marketing
  • Washington Twp
    Washington Twp

Frequently Asked Questions about Todd Steinberg

What company does Todd Steinberg work for?

Todd Steinberg works for Sam Technology

What is Todd Steinberg's role at the current company?

Todd Steinberg's current role is Over 30 years of helping accountants buy and sell practices nationwide..

What is Todd Steinberg's email address?

Todd Steinberg's email address is to****@****grp.com

What is Todd Steinberg's direct phone number?

Todd Steinberg's direct phone number is +141034*****

What schools did Todd Steinberg attend?

Todd Steinberg attended Rowan University, Washington Twp.

What are some of Todd Steinberg's interests?

Todd Steinberg has interest in Exercise, Home Improvement, Reading, Donor, Sports, Home Decoration, Cooking, Gardening, Outdoors, Electronics.

What skills is Todd Steinberg known for?

Todd Steinberg has skills like Marketing, Crm, Sales, Strategic Planning, New Business Development, Management, Training, Selling, Business Planning, B2b, Budgets, Lead Generation.

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