Ivan Rosa

Grow the value of your business so you can exit on your terms.
Jupiter, FL
I work with business owners to provide succession planning, business continuity, and exit strategies. Additionally, I help my clients plan for various goals including, but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to discuss your needs and appropriate solutions.

Conversation History

3 Total

01/27/21

A conversation & network event with Ron Insana & Kenny Polcari

Mark Cooper - SF Bay Area Commercial Real Estate   
Matthew A Lee   
Jason Hardzewicz