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MEMBER PROFILE

 

Max Haspel

Focus

 

Member profile details

Membership level
Long Island Individual
First name
Max
Last name
Haspel
Title
President, Business Owner Services & Senior Wealth Advisor
Company
Focus
 

CONTACT INFORMATION

City
Babylon
State
New York
 

PROFILE INFORMATION

Call me when
It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Finance
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Strategic planning
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Travel/Recreation/Leisure
In Business Since
2000
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