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MEMBER PROFILE

 

Bret Sperling

Sperling Advisory, LLC

 

Member profile details

Membership level
Atlanta Individual
First name
Bret
Last name
Sperling
Title
Owner
Company
Sperling Advisory, LLC
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
Why I/we support XPX
I want to collaborate with others in the industry to help provide clients and prospects top notch service and above average value.
Profession
  • Accountant
  • Consultant
Functional Expertise
  • Buy side/Acquisitions
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Corporate finance
  • Due diligence
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Investor relations
  • Mergers
  • Mezzanine
  • Private equity
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
  • Turnarounds
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CPA and CM&AA
Transition Planning Certification or Methodology
N/A
In Business Since
Sperling Advisory was formed in November 2019, been in the industry since 2001
How to contact
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