Keeler PLC Founder Earns Certifications in M&A and Exit Planning, Enhancing Private Company Services

Keeler PLC Founder Earns Certifications in M&A and Exit Planning, Enhancing Private Company Services

In furtherance of our commitment to serve private company owners, investors, CEOs and their C-Suites in business growth, financing and exit planning, Keeler PLC is pleased to announce that its founder, Steve Keeler, has recently received both the Certified Mergers & Acquisition Advisor (CM&AA) credential from the Alliance of M&A Advisors and the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute. Both credentials require an intensive course of study and examination and provide members with access to a national network of M&A and exit planning professionals, including CPAs, business brokers and investment bankers, financial, insurance and wealth planners, and other business advisors.

Steve is also a licensed business, private equity and M&A attorney with an undergraduate business and accounting degree, a law degree, and a masters of law (LLM) in taxation. Steve also passed the CPA examination (although he does not practice accounting and is not licensed as a CPA).

Keeler PLC is focused on acting as lead legal counsel or a lead advisor (or “quarterback” or “coach”) in connection with private company growth, strategic option, equity and debt financing, and business succession and exit planning, structuring and transactions.

Frank Meade

SVP and Region Sales Executive at Pinnacle Financial Partners

1 年

Good stuff Steve!

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Jeff Mitchell

Attorney at The Mitchell Law Firm, A Professional Corporation

1 年

Congratulations! Great seeing you today

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John Huddle

Founder and CEO, The Global Law Group, PLC

1 年

Good work Steve!

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