Mr. Justin Richardson , Managing Partner
Clover Capital
Managing Partner
Direct (724) 361-3411
With Clover Capital’s vast network of bankers, CPAs, and other financial professionals, its purpose is to provide middle-market companies the best options to meet their financial needs.
Justin has spent almost 15 years in the financial, banking, and real estate industries. Beginning his career as a Financial Analyst and Underwriter at a small regional bank, he began to learn the fundamentals of finance and how to get difficult deals done within a conservative financial institution. Over time, he continued developing his expertise in the industry by helping clients grow revenues, streamlining operations, and providing financial solutions with term loans, lines of credit, leases, and SBA loans in positions such as Senior Financial Analyst, Relationship Manager, and Vice President of Corporate Banking. After spending over a decade in the corporate finance industry, Justin became Chief Financial Officer of a multi-million dollar apparel company with operations on a global scale.
Troy Wirth, Insurance Agent
Wirth Financial & Insurance Services
17941 Mitchell South, Suite C
Irvine, CA 92614
(949) 854-4695
troy@wirthfinancial.com
Troy Wirth provides life insurance, annuity and long term care insurance solutions. Troy works with business owners on buy-sell agreement funding and business succession as well as key person (golden handcuff) programs.
Michael Nasr, SBA Loan Officer at Southland EDC
Southland EDC is a non-profit Certified Development Company. Southland EDC facilitates use of the U.S. SBA 504 loan program to business owners. The SBA 504 loan program is used by small business owners to finance commercial real estate purchases, real estate renovations/expansions, and business equipment purchases. Any small business owner should consult Southland EDC to determine if an SBA 504 loan is right for them and to get a loan placed in this unique federal/state backed program. Contact Mike for more details:
Southland EDC 400 N. Tustin Ave., Suite 125 Santa Ana, CA 92705 (714) 868-0038 mnasr@southlandedc.com www.southlandedc.com
Sumeet “Sam” Nangia, Esq.
Attorney / Business Advisor
1274 N. Fairbury Lane, Anaheim, CA 92807
(714) 883-8844
nangiasam@gmail.com
With over 15 years of business and legal experience, and deal / project / enterprise value exceeding US$ 6 Billion, Sumeet “Sam” Nangia, Esq., advises clients in various industries, including US and cross-border real estate, franchising, retail, manufacturing, consumer products and technology. Being well versed in acquisitions, finance, joint ventures and leasing, Mr. Nangia has experience managing and working on teams and projects as a business and legal advisor, including strategic planning, project oversight and integration.
Jill Zozula, Director of Marketing & Business Development
LSL, CPAs and Advisors
1611 E 4th Street, Suite 200
Santa Ana, CA 92701
714.672.0022
jill.zozula@lslcpas.com
Jill Zozula is the Director of Marketing & Business Development for LSL CPAs & Advisors, with offices in Brea, Santa Ana and Sacramento. LSL works with closely-held businesses and governmental agencies looking for more than a tax return or audit from their accountant.
www.lslcpas.com
Enrique Garibay, Chief Financial Officer
CALTROP
4371 Latham Street, Suite 100
Riverside, CA 92501
(909) 247-5620
enriquegaribay@caltrop.com
Enrique is the Chief Financial Officer for CALTROP. CALTROP is dedicated to providing technical advisory and support services for engineering and IT projects worldwide. Enrique is a graduate of the USC Marshall Business School of Accounting and Finance and holds an MBA from Hult International Business School.
www.caltrop.com