BUSINESS OPPORTUNITIES

The Member Exchange

February 21, 2022

There are 24 advisor, 1 m&a and 12+ job opportunities this week
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Any region - Advice re applying for NSF grant / overseas R&D
Dental device manufacturing client seeks advice on applying for NSF grant when part of the manufacturing, and R&D is done outside the U.S. - Pls reply Lesley law@wallerstein-ip.com
Apparel Industry Consultant
Austin based dance wear company in need of experienced apparel industry consultant to help chart strategic objectives. Company needs to consider off-shoring due to labor shortages, finding a strategic buyer, other considerations.
Arbitrator
Need referral of a party arbitrator for a plaintiff in a commercial law action. Arbitration will take place before AAA in San Francisco. Plaintiff and defendant each select a party arbitrator, who will collectively select a third neutral arbitrator. Please e-mail recommendations to me and I will forward your suggestions to trial counsel. Thank you.
Attorney familiar with Magnuson-Moss Warranty Act- NE
I am looking for an attorney who can assist with compliance matters involving the Magnuson-Moss Warranty Act and the efforts by Massachusetts and other states to extend the provisions of such Act to commercial vs. consumer transactions.
Attorney Familiar with NPOs - LA
My son Greg runs a company that is associated with a Non Profit organization and needs to set up his advertising firm as an NPO. His clientele consists of mainly Drug Rehabilitation NPOs and he needs advice on what type of entity he should chose for his new company.
Attorney in Kona, HI for TRO
A good friend who has moved to Kona on the Big Island needs an attorney for a TRO against a neighbor whose dog has attacked and killed their cat and is very aggressive towards them...
Business Transaction Attorney - VA
All - I am looking for a referral to a business transaction attorney licensed in Virginia. It's for a variety of general corporate work as well as contracts.
CPA with a specific specialty in high frequency cryptocurrency trading
I have a client that did a lot of short-term crypto trading. They need a CPA that can download all their trading records and help them determine how much they owe in tax. A specialty in crpyto is necessary here.
CPA with knowledge of Form 1042-S
Client is a private lender with a Canadian lending partner and services the loan for himself and the partner, which includes making mortgage interest payments to the partner. Client needs to report the partner's interest payments and make all necessary withholdings and needs a CPA with experience in this area. Client is in Boston, although this is a Federal issue and CPA's from any region will be a good fit. Contact Lisa Delaney at 781-917-7977 or ldelaney@carvindelaney.com
Employment Attorney
We have a client who is hiring a person who lives in Beirut, Lebanon and will represent the client's produce business in Europe, North Africa, etc.. This person The attorney should have a good business background and experience in employment.
Estate planning/Tax attorney Phoenix
I have a very high net worth client looking for an estate planning attorney and who is also a tax attorney. Near Rio Verde Arizona. North Phoenix is fine as well.
Excel Data Reformatting and Analysis
I need an excel expert to reformat and analyze a large excel spreadsheet for a lawsuit in which I am counsel. In lawyer terms, it is taking data from one spreadsheet and putting it in another with different fields. Thanks you!!
Higher Ed/Breach of Duty Attorney
Looking for an attorney who can advise someone about a potential case against a Mass. college about a breach of duty in one of its programs.
IT Tech Support for Real Estate Company
We are looking for a new IT/Tech company to help us with our IT and tech issues as they come up. We are small and prefer a charge per hour model for now.
Need Adoption Attorney in New Hampshire
My client's son is entering into a open adoption and need's someone to review the agreement. The son is in the Keene area, but anywhere is NH would be fine.
Norfolk, VA attorney or paralegal
Hoping to find an attorney or paralegal in Norfolk, Virginia who can visit the Norfolk Circuit Courthouse to obtain an original copy of a judgment that we've been unable to obtained by mail from the clerk. Client will pay for travel & related time.
Professional Advisor Sought - Robotics
I'm looking for a Provisors member who is a consultant or advisor to Manufacturing companies on robotics. My clients, all middle market manufacturers, are looking to meet someone who can provide a roadmap to robotics as a work around to the challenging labor market.
Real Estate Attorney
Austin area client needs to understand terms of lease to assist with potential termination or sub-leasing space.
Real Estate Attorney in Oregon needed
I need an attorney licensed in Oregon to help move title into a family trust.
Residential Property Appraiser
We seek a CA and FL residential appraiser to value a real estate in Woodside, CA and Wellington, FL for estate & gift tax planning purposes. Please reach out to david@soferadvisors.com if you or someone you know can assist us.
Seattle Divorce Lawyer
I am looking for a reasonably priced aggressive divorce lawyer in the Seattle area to recommend to a friend of a friend. Litigation has already commenced but client looking for new counsel. Any recommendations appreciated.
Seattle Plaintiff's PI Lawyer
Seeking a lawyer for a small personal matter that is likely a plaintiffs side, personal injury case
T&E attorney in Nashville
Client needs a connection to a T&E attorney in Nashville for planning docs. Fairly straightforward planning.
Timeshare Attorney/Consultant
Need help getting out of a timeshare - any contacts here?
5-10 Year CPA / Growth Potential
Burbank CPA Firm seeking CPA with 5-10 years of local accounting and tax experience to join this 38 year old firm. Firm is a full service accounting, tax and business management practice. Partnership potential to the right person. Please contact Paul
Administrative Assistant
Perform a wide range of administrative and office support activities for the department and/or managers and supervisors to facilitate the efficient operation of the organization. Here are some of the tasks performed by an AA: Answer, screen and transfer inbound phone calls. Receive and direct visitors and clients. Work with Billing Manager on Monthly billing. General clerical duties including photocopying, fax, and mailing. Maintain electronic and hard copy filing system. Retrieve documents from filing system. Handle requests for information and data. And more.
Associate Attorney
The Law Office of Kate Curler LLC is a law practice focused on elder law, senior advocacy, guardianship, estate planning & probate. We are seeking an associate attorney to join our team. No experience in these areas of law required, just a desire to help others. Fulfilling attorney work where you get to make a real difference in people's lives and, hopefully, also enjoy your work and co-workers. We fight for the Grandmas!
Associate Attorney - Family Law
FLICKER, KERIN, KRUGER & BISSADA LLP, has an opening for full-time family law attorney (in our Menlo Park or San Ramon office). Employees work primarily from home at this time. Attorneys receive assignments from other senior attorneys and must be able to prioritize assignments, work on a number of assignments simultaneously and meet deadlines. Excellent research skills needed as well as comfortable with numerous research means. Qualifications: Minimum of 3 years of licensed family law experience and must be licensed to practice law in California. Resumes should be sent to sgolden@fkkblaw.com.
Billing Manager/Office Manager
The Billing/Office Manager is responsible for the way the office operates, they should have experience working in an office environment, typically as an administrative assistant, receptionist, or office assistant. The Billing/Office Manager is responsible for overseeing and processing billing in an accurate, efficient, and timely manner. They will also oversee collection of receivables. They would also be responsible for organizing the administrative activities that facilitate the smooth running of the office. They must also be skilled at supervising employees in a fair, consistent manner.
Brand Strategy Consultant/Senior Consultant for a Brand Strategy and Design Firm
Our client is a leading full-service brand strategy and design firm based in Los Angeles. They develop brands for some of the most innovative companies in the world. They are seeking a Brand Strategy Consultant/Senior Consultant to serve as a client lead for brand strategy and architecture projects. This candidate must have direct experience in a brand strategy setting. This candidate would preferably be in the Los Angeles area, but the client is also open to candidates in all of Southern California, Northern California, Colorado, New York and New Jersey.
Chief Business Development Officer for Midsize NYC Law Firm
Phillips Nizer LLP is conducting a search for a CBDO, who will be responsible for proactively driving business development activity through the development and execution of focused BD programs. Full job description available on LinkedIn at https://www.linkedin.com/jobs/view/2916729052/?refId=pVJg9wucT02HZhb4nlkZMw%3D%3D Please submit resume or curriculum vitae, writing samples and salary requirements to azager@phillipsnizer.com.
Director of Infrastructure
The IT Infrastructure Director is responsible for leadership and oversight of the cloud migration, Network Operations, Information Security and Technical Support areas within Company's IT department. This role is responsible for defining the short- and long-term Cloud and infrastructure strategy for the business and leading a team to execute to the defined strategy. This role will provide critical leadership to help deliver solutions as scale using Cloud and advance infrastructure tools and solutions. See link for more details: https://integressinc.com/job/director-of-infrastructure-tustin-ca
Financial Service Professional Openings
Seeking experienced and inexperienced motivated, successful individuals who are interested in building or expanding their practice in the field of financial services. Our firm focuses in economic based planning which is proven to substantially increase retirement income to meet clients future income needs. We assist clients to build, enjoy and preserve their wealth by having the proper mix of insurances and investments. Offers generous compensation, benefits, agent bonus plan, 401(k) matching up to 6%, training. Contact Bryan Cunningham at bryan@thestrategypartnersinc.com or (818) 674-2885
Georgia (Florida) Transactional Commercial Real Estate Attorney
Small Atlanta firm looking for 5+ year attorney with commercial real estate experience. Will consider someone with residential experience.
Investment and 401(k) Client Service Administrator
I am looking for to hire someone to be a member of a dedicated personal financial planning and 401(k) services team. They will be coordinating various aspects of the process. On the personal planning side, they will be coordinating with advisors on the team to collaborate around onboarding clients, selecting appropriate asset management solutions and coordinate a service model for clients. On the 401(k) side, we rely heavily on various vendors (Fidelity, Principal, Voya, Lincoln, etc.) and their teams, so much of the role will be coordinating with the vendor teams and our clients.
Law Clerk
The Law Office of Kate Curler LLC is a law practice focused on elder law, senior advocacy, guardianship, estate planning & probate. We are seeking a law clerk to join our team. Paid position, part-time and some remote work. Fulfilling attorney work where you get to make a real difference in people's lives and, hopefully, also enjoy your work and co-workers. We fight for the Grandmas!
Lead IT Business Analyst
The Lead IT Business Analyst is part of our ERP Support Team. Support team is responsible for the day-to-day support of AX or D365 ERP, managing support tickets, reproducing and troubleshooting issues in the ERP, conducting meetings and screen shares with users to capture process or functional problems, documenting new requirements or issues, communicating those to development resources, testing solutions, managing configuration changes, etc. See link for more details: https://integressinc.com/job/lead-it-business-analyst-tustin-ca/
Looking for Controller or CFO in Chicago
Our team is growing and we're looking to add an accounting consultant to our team in Chicago at the controller or CFO level. Role would involve billing hours with clients and networking with other professionals. We are not in a position to consider recruiting firm offers right now.
Mechanical Experimental Engineer
Seeking a highly talented, motivated, and hands-on entry-level Engineer that can work, think, and innovate in a fast-paced work environment with challenging time constraints. The individual must have a strong technical interest in material characterization and have demonstrated experience in the laboratory environment. You will work with a great team of talented scientist and engineers on diverse multidisciplinary R&D projects that result in cutting-edge technologies and solutions. See link for more details: https://integressinc.com/job/mechanical-experimental-engineer-glendale-ca/
Mid-Level Attorney - Private Client Services (Trusts) Practice
Looking to hire an additional attorney with 3-6 years experience specifically in private client services / trusts & estates. Familiarity with common estate planning transactions is essential. Ability to review Forms 709 and 706 are important. Hybrid schedule is fine - with expectations of two-three days in the office: Tues/Wed/Thurs. Remote work on Mon/Fri. Salary commensurate with experience.
Paralegal - Probate / Estate
I am hiring for a paralegal who has at least 4+ years of experience specifically in probate and estate taxes. Ability to prepare probate filings, trust accountings, Form 706 and Form 709 are essential. We have a growing practice and this role needs to be filled as soon as possible. Hybrid schedule is fine - with expectations of two-three days in the office: Tues/Wed/Thurs. Remote work on Mon/Fri. Salary commensurate with experience.
Paraplanner Needed
Bestgen Wealth Management, an independent financial planning firm is looking for a paraplanner to add to the team. This person will run our planning & tax software, meeting prep and follow-up as well as attend and present to clients. They will also manage other projects within the office. Experience in the planning industry is preferred.
Probate Litigation Attorney - LA
Looking for experienced probate litigation attorney for estate planning / family law firm with offices throughout Southern California.
Probate Litigation Attorney - SD
Looking for experienced probate litigation attorney for estate planning / family law firm with offices throughout Southern California
Project Coordinator
Relocation Strategies is looking for a dynamic Project Coordinator to assist and oversee office/industrial relocation projects. The Project Coordinator will be responsible for managing vendor RFPs, logistics, furniture installations, and move crews. Candidates must be available occasionally to work extended hours and weekends. * Displays independence and project leadership * Ability to utilize the entire Microsoft Office suite * Valid driver's license and reliable transportation If interested, please email resume to corey@relo-strategies.com
Project Manager / Assistant - For Attorney Practice Group
I am looking for a project manager who is familiar with Asana (ideally). The project manager would maintain a listing of all projects and deadlines and work with the group (presently three attorneys) to keep the list updated and deadlines moving along. In addition, good executive administrative skills would be ideal. The role is 60% project management / 40% administrative. Hybrid schedule is fine - expectations of two-three days in the office - Tues/Wed/Thurs. Remote work on Mon/Fri. Salary commensurate with experience.
Real Estate Paralegal
Seeking an experienced Real Estate Paralegal with a hybrid in-office/work from home option in the South Suburbs,
Recruiting Coordinator (Part Time)
Sourcing - researching and organizing new leads for their assigned recruiters. Strong business acumen that can come up with strategic and creative ways to get in front of top talent in our targeted industries. Attend seminars to learn about newest technology and tools to gain a competitive advantage over competition. Database Management: Make sure all contacts in the database have correct information and are organized properly. Enter new contacts for future opportunities. See link for more details: https://integressinc.com/job/recruiting-coordinator-part-time-san-juan-capistrano-ca/
Sales Coordinator - LA (Mid Wilshire)
Posting on behalf of a friend. His company sells branded hotel merchandise (e.g. keycards with the hotel's logo, pens, stationary, etc) and needs a sales coordinator / sales support to handle re-orders and administrative tasks. Flexible hours, full-time job. Must have great communication (verbal and written skills), base pay $60,000 - 65,000. Send email to alex@matloffcompany.com and I will connect you.
Sales Position at Insperity
Insperity is looking for experienced sales people in our San Jose and Pleasanton offices. High base and unlimited commissions. Please have anyone interested contact me at michael.balistreri@insperity.com.
Securities Attorney--Mid to Senior Level (SD or SV)
Procopio, Cory, Hargreaves & Savitch LLP, again named to the U.S. News Best Lawyers® Best Law Firms list for 2021, offers a new and exciting opportunity for a mid to senior-level associate to join its Capital Markets and Securities group in its San Diego or Bay Area offices. We have a particular need for a mid/senior-level associate with at least 4-7 years of corporate securities, SEC compliance, and corporate governance experience to join our Capital Markets and Securities law practice group's. Please send resume to dennis.doucette@procopio.com
Senior Veeva Technical Analyst
The Senior Veeva Technical Analyst is part of our enterprise Support Team. Support team is responsible for the day to day support of Veeva Qualitydocs, Veeva QMS, and Training, managing support tickets, troubleshooting issues in the system by recreating the user scenario, conducting meetings and screen shares with users to capture process or functional problems, etc. See link for more details: https://integressinc.com/job/senior-veeva-technical-analyst-tustin-ca/
Senior Veeva Technical Analyst
The Senior Veeva Technical Analyst is part of our enterprise Support Team. Support team is responsible for the day to day support of Veeva Qualitydocs, Veeva QMS, and Training, managing support tickets, troubleshooting issues in the system by recreating the user scenario, conducting meetings and screen shares with users to capture process or functional problems, etc. See link for more details: https://integressinc.com/job/senior-veeva-technical-analyst-tustin-ca/
System Administrator
Company is seeking an experienced IT professional to wear many hats as the System Administrator in their multi-state Company. Must have experience programming & providing support to end users but be willing to learn new skills and grow. Initially, day-to-day primary responsibilities will be supporting, troubleshooting, and updating existing custom ERP software (Windows-VB.Net/Linux-C), but will expand once the Company transitions to Infor SX.e. See link for more details: https://integressinc.com/job/system-administrator-vernon-ca/
VP of Administration for a Mission-Driven Organization
Our client is a nonprofit dedicated to transforming the lives of thousands of LA County's most vulnerable children, young people, and families. Their strong and innovative programs have made them a valued partner of the community. They are seeking a VP of Administration to direct and manage all administrative functions within the organization. This is an in-office position (Los Angeles) with some potential to work from home a few days a week after some time.
Wealth/Financial Advisor
WealthWise Financial is a wealth management and financial planning firm which specializes in working with business owners, key executives and female investors. Our core services include fee-based wealth management, in-depth financial planning and corporate retirement plan consulting. This position is responsible for servicing existing clients, including portfolio discussion and financial planning. The successful candidate is a professional, energetic, self-starter who wants to contribute to a fast-paced, growing organization. Click to learn more: https://www.linkedin.com/jobs/view/10233050/
Investment Management Firm
Goodman Financial is a fee-only investment management and financial advisory firm with roughly $600M in assets under management. We are looking to complement our Client and CPA referral-based growth with an investment management firm acquisition in Texas. Our culture is based on always doing what is right, embracing accountability to our clients and one another, and supporting each other's growth. If you know of a like-minded firm with $100M - $200M in AUM that would like to join forces or consider a 1 3-year exit, please reach out.

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