Barry Wagman
Managing Director
Mergers & Succession Planning
Meet Our Team
Driving Impact, One Client at a Time.
We help clients achieve their goals and create lasting impact.
Ben Nunes
Chief of Staff to CEO
Mergers & Succession Planning
Cristine O’Keefe
Practice Leader, Funding Solutions
Mergers & Succession Planning
David Kells
Practice Leader, Enhancing Profit
Mergers & Succession Planning
David Wolfskehl
Chief Operating Officer
Mergers & Succession Planning
Justin Wolfskehl
AI Manager
Mergers & Succession Planning
Larry Wachs
Managing Director
Mergers & Succession Planning
Laurence Whittam
Practice Leader, Global Strategy
Mergers & Succession Planning
Mark Basinski
Managing Director
Mergers & Succession Planning
Mary Ardath
Managing Director
Mergers & Succession Planning
Nancy Egan
Managing Director
Mergers & Succession Planning
Philip J. Whitman, CPA
CEO & President
Mergers & Succession Planning
Richard Shippee
Managing Director
Mergers & Succession Planning
Rick Fisher
Managing Director
Mergers & Succession Planning
Russell Best
Managing Director
Mergers & Succession Planning
Tavi Meketon
Execution & Senior VP Strategy
Mergers & Succession Planning
Terry Putney
Practice Leader
Mergers & Succession Planning
Walter J. Brasch, CPA, CGMA
Managing Director
Mergers & Succession Planning
SERVICES & INDUSTRIES
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