Lance Meilech

About Lance Meilech

Merger and acquisition advisor who began working with Fox & Fin/IBG in 2008. Began business career in sales, representing companies that sell software, and eventually became a securities dealer. Extensive experience in international markets and fluent in multiple languages. As an entrepreneur, started, built and sold several companies, including a software development company and a multi-location education company. Immediately prior to association with Fox & Fin, started and built from the ground up one of Phoenix’s top tax firms. Specialist in construction, technology and health care.Masters Degree in Finance and a Masters in Taxation as well as holding an Arizona real estate license. Decades of experience in valuing businesses and advising clients on a wide range of strategic and management issues for companies small and large, and has testified frequently in depositions and courts of law as an expert witness on business valuations. In-depth practical experience in multiple aspects of business operations, financial background and educational credentials enables understanding of the concerns of business owners and buyers. This unique combination of experience and skills enables assisting of clients through all aspects of the business transfer process. Member of the Arizona Technology Council and the Arizona BioIndustry Association. Lance maintains his FINRA Series 79, 82 and 63 with Ceiba Financial LLC.

Experience

1. Investment Banker - International

   Eaton Square

   Feb 2021 — Present

Education

• University of Cape Town

  Bachelor of Commerce

• University of Cape Town

  Master of Finance

• Arizona State University

  Master of Taxation

Skills

• Acquisition Integration
• Corporate Finance
• Property Tax
• Family Business
• Tax Advisory
• Business Advisory
• Small Business
• E-Commerce
• Valuation
• M&a Experience
• Ipo
• Financial Reporting
• High Net Worth Individuals
• Due Diligence
• Partnership Taxation
• Change Management
• Estate Tax Planning
• Process Improvement
• IT Management
• Business Valuation
• Risk Management
• Payroll Taxes
• Private Equity
• Sales Management
• Business Strategy
• Microsoft Office
• Strategic Planning
• Financial Advisory
• Accounting
• Vendor Management
• Business Intelligence
• Real Estate
• Leadership Development
• Venture Capital
• Mergers
• Management
• Team Building
• Start-Ups
• Tax Returns
• Certified Fraud Examiner