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MEMBER PROFILE

 

Fred Kaplan

Stony Hill Advisors

 

Member profile details

Membership level
Philadelphia Individual
First name
Fred
Second name/initial
M
Last name
Kaplan
Title
Partner
Company
Stony Hill Advisors
 

CONTACT INFORMATION

City
Maple Glen
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
Why I/we support XPX
M&A Intermediary
Profession
  • Consultant
  • M&A Intermediary
  • Valuation
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Buy side/Acquisitions
  • Exit/Transition Planning
  • Facilitation
  • Family business
  • Finance
  • Mergers
  • Sell side/Divestiture
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified M&A Professional, Certified Business Manager, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Value Builder System, Value Acceleration Methodology
In Business Since
1995
Business Focus
Lower Middle Market M&A Advisory
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