Lee Bloom
C.F.A. ·
Wilmette, IllinoisFinance
Valuation (NEC)
Employee Stock Ownership (ESOP) planning, structuring, and valuation
Assisting companies in financial transition: Ownership change, recapitalization, dividend review, and capital structure objectives
Providing limited investment banking services: Assisting in identifying buyers for a company, negotiating transaction terms, and assisting with identifying potential sources of capital
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