COMPANIES
C-Suite IMPACT CFOs
We find that most organizations don’t need a full time CFO. Often, fractional CFOs are needed to parachute into chaos and need to sort out a firm’s financial situation. Our approach is to use a team of fractional CFOs throughout the month that provides business and financial expertise, do the higher level thinking, and allow the accounting team to do the day-to-day activities. We believe “the numbers” tell a story and a good fractional CFO explores the story of the finances.
MANAGING MEMBER | PETE CALTABIANO
Pete is a tenacious business development executive with over 20 years of experience generating growth across a diverse portfolio of organizations in various industries such as retail, technology, and regulatory compliance training. His demonstrated expertise leading process improvements have driven operational transformation. Diligence in customer experience, and cultivating both internal and external relationships has led a track record of entrepreneurial success, consistently scaling revenue, and has earned him multiple recognitions for delivering exceptional performance.
With the capacity and aptitude for understanding people's mindsets, Pete identifies and addresses pain points of clients, customers, and employees, leveraging data to enhance engagement and retention.
C-Suite IMPACT Deal Makers
A team of expert business deal makers who focus on buy side as well as sell side Mergers and Acquistions (M&A's). The firm does some capital raising and has a proven experience helping companies consolidate or roll-up within an industry. We are highly effective in creating opportunities for acquisitions and mergers.
MANAGING MEMBERS | JEFFREY BRENNER AND MARCUS STALLINGS
Jeffrey Brenner is a highly accomplished senior executive with more than 35 years of experience in managing the financial and operational functions of major corporations as well as emerging and midsize entrepreneurial companies. Jeff has served as an outsourced CFO, overall adviser to early stage and middle market companies and an investment banker focusing on M&A and capital raising activities prior to joining C-Suite IMPACT Deal Makers. Jeff’s focus on increasing profitability, increasing cash flow and increasing operational efficiency, enables him to formulate big picture M&A strategy with the details needed to achieve the best results for every client. His detailed focus on profits, processes, and people that he brings to each client has produced consistent results in the area of M&A and capital raising.
During Jeff’s career he held the positions of CFO & COO of IBS Interactive, an internet company he took public. In addition, he was CFO of Database America, a major direct marketing database company and Director of Finance and Administration, Employer Services Division, for ADP Inc.
Marcus has a remarkable background and a wealth of expertise. With a career spanning mergers, acquisitions, and joint ventures, Marcus is a corporate development and investment banking executive known for his versatile approach. His financial acumen, deal execution prowess, and collaborative spirit have led to 51 successful transactions valued at over $1.6 billion.
Marcus brings a wealth of industry knowledge, particularly in healthcare services and facilities, technology, and manufacturing. His expertise will be a tremendous asset as we continue to drive impactful deals and strategies.
C-Suite IMPACT Sales Support
An amazing team built of inside marketing and sales support team members. We specialize in outbound prospecting, cold to warm lead development, and help our clients book new prospect meetings. We are a powerhouse that drives new opportunities for our clients.
MANAGING MEMBER | GINO LOPEZ
Gino is a highly experienced professional with a Bachelor of Arts degree majoring in Economics from the University of the Philippines. With over 8 years of combined expertise in talent acquisition, business development, and marketing, he has established himself as a versatile and knowledgeable individual in the field. Throughout his career, Gino has worked remotely with various international companies, gaining valuable insights and developing a global perspective. In December 2020, he assumed the role of Sales Support Manager at Impact Sales Support, where he played a crucial role in providing assistance to the expanding family of companies at C-Suite IMPACT.
Currently, he serves as a proficient manager overseeing the sales and marketing outreach campaigns for multiple companies operating under the C-Suite IMPACT brand. His dedication lies in continuously acquiring new knowledge to streamline processes and enhance productivity. Gino is driven by a passion for personal and professional growth, constantly seeking opportunities to learn and implement innovative strategies that yield positive results. With his well-rounded skill set and commitment to excellence, he remains an asset to any organization he collaborates with.
Many business owners get frustrated when company growth stalls. Others feel anxious as fast growth leads to chaos and mounting risk. Don’t let demands on your time, attention, and cashflow keep you up at night. Using proven processes, best practices, and data-driven tools, we help business owners build a more valuable and more profitable business – giving them the freedom they deserve.
MANAGING MEMBER | DORON ABRAHAMI
The son of immigrants, Doron grew up in an entrepreneurial family. He worked in the food industry, in both retail and wholesale manufacturing from a very young age. Over the years, he covered everything from sweeping floors, optimizing automated production, to negotiating with customers and suppliers. After moving overseas from New Jersey in the 1990s, Doron spent 15 years working in International high-tech companies, where he held leadership roles in startups and large enterprises. After surviving both the dot-com crash and the collapse of the global financial services market, Doron decided to pursue his solo entrepreneurial ambitions. That year, he founded Next Brands Group, Inc., a strategy, marketing, and promotional agency based in Tel Aviv and Fort Lauderdale. In 2013, Doron sold the marketing and promotional division of Next Brands, creating River Run Consulting Group to concentrate on business strategy, management systems, and processes. In 2022, River Run rebranded as Impact Business Builders.
The firm is dedicated to providing the best value to our customers who need offshoring talent. Our unique approach is to be the single source entry point to evaluate our customer’s needs and work with a group of pre-vetted offshore agencies, with unique skills and talents. We simplify the process with a single point of contact. We believe the right solution is multiple solutions because each of those organizations and each of those geographies all have different pools of talent. Simply put, we discover our client’s needs, identify their culture and work requirements and pair them with the vetted offshore solution that makes it a perfect match.
MANAGING MEMBER | LAURENCE WHITTAM
As a Strategic Outsourcing Advisor, Laurence specializes in empowering CPA firms to optimize their outsourcing initiatives, bridging domestic talent shortages and maximizing profitability. With a focus on integrating offshore Tax, Accounting, and Audit resources into U.S. firms, he delivers an effective partnership between in-house and outsourced teams.
With experience that spans over a decade, Laurence has gained a deep understanding of the needs and challenges faced by U.S. CPA firms. As a Preferred Strategic Partner of Whitman Transition Advisors, he has been trusted to provide expert guidance to firms seeking to enhance their outsourcing capabilities
IMPACT Healthcare Advisors
A team that helps healthcare leaders and medical practice owners improve profitability and operations, plan strategically for the future, and achieve their organizational goals.
Helping physician practices working in hospitals on mergers and in the insurance company arena. This includes varied and special expertise that optimizes patient and hospital practices to run efficiently and profitably. The team helps doctors focus on patient care while ensuring the operations are well-run and effective.
Impact Hotel’s Finance & Accounting services help hospitality businesses focus on what matters most: their business itself. We bring more awareness and intelligence to your financials, so you spend less time working on paperwork and more time getting your hospitality business where you want it to be.
IMPACT Legal Resources is your partner throughout all stages of your firm’s lifecycle helping you on the path to success. The focus is on three core areas: Growth, Performance, and Succession. These areas are addressed by recruitment services, back-office management, performance analysis, and end of firm support.
MANAGING MEMBER | BARRY JACKSON
Led by Barry Jackson, former president of the ALA New York and author of the book 'Best Practices in Practice Management', Barry provides expert legal advice to clients. He is a trusted Executive Director/COO who is Principal of Best Practices in Legal Management published by the NYSBA with demonstrated success in building great management teams and bringing fresh approaches to management of law firms.
His team provides fractional legal guidance without having to have inside legal counsel. He has reduced expenses of over $6.3 million over eight years by monitoring headcount, insurance, and benefits.
IMPACT Strategic Funding
The firm focuses on assessing and providing commercial funding that includes non-traditional funding sources for organizations. For example, when a customer might be analyzing the cost to buy or renovate a new commercial or industrial space, they may need unique or specialized funding sources not available from traditional banks. As a result, the team has a wide reach in finding the right funding solution with multiple options.
MANAGING MEMBER | CRISTINE O’KEEFE
Cristine, a former music educator turned financial manager and consultant, helps business clients succeed by creating lending solutions. She has experience in various industries and has been involved in funding ESOPs. Cristine also serves as a Board Member of the Upstate New York TMA. She conducts due diligence analysis, reviews options, and provides support throughout the financing process. Her experience, creativity, and network help her achieve the best possible outcomes for financing requests.
Whitman Transition Advisors LLC
A Team of Excellence. Whitman Transition Advisors come together to offer the most comprehensive and robust suite of services focused completely on CPA firms. All of our services are customized for your firm, which ensures we can deliver the most innovative and targeted solutions.
MANAGING MEMBER | PHILIP J. WHITMAN
Phil is the CEO and President of the largest consulting firm that works exclusively with CPA firms in the Nation, perhaps the World! He started is career as an auditor at Price Waterhouse Cooper, now PWC, and was a "tax guy" at a large international CPA firm. Ultimately, one of his clients, a law firm, convinced him to join their team as their Chief Operating Officer, and so, his practice management career was born. After six years of running law firms in NYC, Phil transitioned over to the CPA firm arena, where he worked at a Real Estate boutique, then a Health Care and Not-for-Profit speciality firm, and ultimately, a then Top-25 firm in the Nation.
For the first six years, life at Whitman Business Advisors was just Phil and a stay at home mom. In 2015, he was joined by David Wolfskehl, and WBA grew to 15 consultants. In January of 2022, a merger with their largest competitor, Transition Advisors happened and Whitman Transition Advisors was born.
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