Sold! Managing the process of selling your business

Beth oversees the marketing and practice development efforts for the firm’s Pittsburgh, Greensburg and Allison Park offices. Prior to her career in professional services marketing, Beth earned a degree in speech communications (radio and TV) from California University of Pennsylvania and went on to a 26-year career in radio. From 1990 to March of 2008, Beth served as co-host and producer of “Gary & Beth in the Morning” on Lite Rock 92.9 FM. In 2005, she was awarded Best Pittsburgh On-Air Personality by the Pittsburgh Radio and Television Club.

Tom is a CPA who serves as tax partner and operating officer of Herbein + Company Inc., a 180-plus person CPA firm with eight offices across Pennsylvania. Over 90 percent of Tom’s clients fall in the category of closely held or family-owned businesses. He provides those clients with accounting and business advisory services as well as tax planning and consulting. Tom spends much of his time structuring complex transactions and acquisitions.

Matthew currently serves as the president of Precision Dental Specialty Care. Precision Dental has eight locations in Pennsylvania and one in Ohio, specializing in endodontics. Matthew attended Allegheny College in Meadville, Pennsylvania, for three years whereupon he received early acceptance to the University of Pittsburgh School of Dental Medicine. He received his doctorate of medical dentistry in 1989.

David is a founding partner of Confluence Advisors, an investment banking firm providing M&A advisory services, capital raise services and business advisory services to middle market businesses. Confluence serves owners of private companies, publicly traded companies seeking to divest non-core businesses or subsidiaries as well as private equity-owned businesses. David has over 30 years diverse experience in investment banking, commercial banking, M&A and business advisory. 

A 30-year veteran of the automation business, Jim has significant experience deploying innovation solutions to connect people to their critical assets in various markets, including, but not limited to, manufacturing, water/wastewater, power and oil and gas markets. A graduate of Carnegie Mellon University (engineering) and Duquesne University (MBA), Jim has deep knowledge of return on investment cases, process control, analytics, MES, data collection as well as trends in operations technology.