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Type of Expert
Up one levelAccountant
Most often a CPA, member is an accountant whose services include providing tax, audit, and/or accounting advice to corporate and/or equity group members.
Attorney
Member is an attorney whose services include personal and estate planning or advising corporate and/or equity group members on acquisitions, divestitures, joint ventures, alliances, etc.
Corporate Development
Member is VP corporate development, VP strategic planning, VP new business development, etc.
Investment Banker/Broker Dealer
An Intermediary that most often serves public companies who underwrites equity and/debt offerings and is licensed to offer securities
M&A Intermediary
Member who most often works with middle market private companies. Also is an intermediary whose services include bringing buyers and sellers together and/or identifying sources of debt and equity financing.
Management Consultant (all types)
Any other management advisory service such as operations, HR, IT, strategic planning, OD, etc
Personal Financial Planner/Money Management
Any advisor offering personal financial advice and/or investments, insurance, etc.