Joseph Bazzano Cbec

Owner @Private Equity Transitions, Llc

Naples, FL, US
MOBILE NUMBERS
+18•••••••29

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WORK HISTORY

Sep 2008 — Present

Owner @Private Equity Transitions, Llc

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Exit Planning Firm- Assist owners of closely held businesses plan for a successful transition from their business. Provide a comprehensive plan tailored to the business owner\'s needs and goals. Provide illustration of the exit strategy that most closely resembles and meets the owners goals.

EDUCATION

1985 — 1989

Bentley University

Bachelors of Science, Accounting

SKILLS

Business StrategyBusiness BrokerageDue DiligenceBusiness AdvisorySmall BusinessAuditingIncome TaxManagement ConsultingGaapCorporate FinanceCorporate TaxAcquisitionsFamily BusinessCash Flow ForecastingInvestmentsVenture CapitalEstate PlanningForensic AccountingExit StrategiesManagerial FinanceValuationCpaMergers & AcquisitionsBusiness ValuationEntrepreneurshipStrategic PlanningFinancial ModelingCash FlowFinancial StatementsFinancial AnalysisPrivate EquityFinancial ReportingExecutive ManagementHigh Net Worth IndividualsBusiness PlanningReal EstateFinanceRestructuringFinancial AdvisoryAcquisition Integration

ABOUT JOSEPH BAZZANO CBEC

With over a decade of specialized experience, my core competencies lie in crafting exit strategies and optimizing small business transitions. At Beacon Exit Planning, LLC, my mission is to empower business owners through strategic exit planning, ensuring their lifelong work culminates in a rewarding conclusion. Our company\'s culture thrives on meticulous asset protection and value building, and I am committed to contributing my diverse expertise to our team\'s collective success.As the owner of Bazzano & Rosenbloom, LLC and now at Joseph Bazzano CPA, PLLC, I\'ve honed my skills in tax and accounting, focusing on business owners poised for transition. We pride ourselves on preparing companies for change, emphasizing strong financial statement presentation and deep understanding of business valuation. It\'s this dedication to excellence that has enabled us to support countless clients in achieving their strategic objectives.

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