CG Business Advisor

In his role as Vice President at SES ESOP Strategies, Chris Coates advises companies, owners, and other stakeholders on business transition strategies, with a particular focus on Employee Stock Ownership Plan transactions. He has extensive deal shaping, negotiation, and operational management experience that provides him unique perspective on the opportunities and challenges of companies seeking to implement an ESOP.

Danielle Bagdzinski & Gina Hippe talk all things Halloween in this special episode.

Danielle is the marketing manager for Cg Tax, Audit & Advisory. With more than 15 years’ experience in marketing, advertising, and public relations, Danielle manages all communications; digital/print marketing; social media; and branding for the firm. 

Gina Hippe is a paraprofessional in Cg Tax, Audit, & Advisory’s Litigation & Valuations Services Group, specializing in forensic accounting, cash flow and lifestyle analysis, asset tracing, and more.

Mark Iorio is the Founder and President of The Mega Group, a communications consulting company that shows you how to align your people with your purpose. Mark has been involved in brand and culture alignment, marketing strategy, planning, and implementation for his entire career. He is a former board member and the marketing liaison for a very successful privately held company in NJ, and serves on or chairs multiple nonprofit boards. 

Jacob Krakower is an assistant vice president with Brown & Brown Metro. Brown & Brown Metro is an insurance intermediary specializing in managing risk for all clients. Jacob assists with all insurance line items, ranging from employee benefits to property and commercial lines. He makes sure the strategic plan aligns with the client’s business model and is a multi-year program.

Christopher Frey, founder and president of Crowd Funding NJ, Inc., has significant experience in the entrepreneurial, start-up, and growth company business community. Leveraging diverse financial, business optimization, and accounting expertise to a variety of entrepreneurial, technology, and market-making businesses, Chris’ more than 25 years of progressive experience has enabled him to significantly impact profitability and growth objectives for organizations he has partnered with.

Len Garza is a corporate attorney focusing on start-up companies, emerging companies, and the middle-market. He helps structure businesses to optimize growth and protect their assets. Len also has extensive experience in drafting and negotiating a wide variety of business agreements including those with shareholders, vendors, clients, partners, and more. He also handles other types transactions including real estate, banking and finance, and wills and trusts.

Anthony Turano & Christopher Raykowski of Cg Tax, Audit, & Advisory join the podcast to share tips and expert opinions on how you should start and grow your business.

CG Interns Tiffany DeMonte and Dean Smolokoff join the show to talk about important financial issues facing College Students and other young adults.

Anna Masker and Mel Comer from ProfitLinq join the show to talk about the impact of Blockchain and Cryptocurrency on the business world. ProfitLinq provides CFO, Controller, and Accounting services to clients in the Blockchain and Crypto space.

As a co-founder of Talent Strategy Partners, Pat Schaeffer works with organizations' senior executives to build and maintain a robust leadership pipeline through succession planning and leadership development. Fundamental to this expertise is her ability to create behavioral roadmaps to reinforce company culture and enhance organization effectiveness. Pat is a frequent speaker and has written articles on organization culture, leadership development, succession planning, and professional networking.