Contributors / Authors

Fusion Planning network is a place where professionals from a wide variety of disciplines share ideas, strategies and tools they use working with privately held business owners, their families and key people grow and build great businesses.

This group of contributors are committed to helping every business owner build a better business.

Brent Eugenides, CFP® - BE Financial LLC, is a seasoned expert in financial services, with roots in private family mortgage banking. His experience as a business owner and consultant provides him with a unique perspective on wealth accumulation. Brent specializes in navigating the complexities of today's market, cutting through the noise to provide effective strategies for balancing business and personal planning. His understanding of the unique challenges faced by private family run enterprises makes him an invaluable resource. Author of The Hybrid Solution, Brent Eugenides is dedicated to empowering entrepreneurs across various industries, helping them grow their businesses while ensuring their personal financial goals are met. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Jim Cummings jcummings@tabwestconn.com ( The alternative board)- Over the course of his career, Jim learned to a be successful CFO one needs to understand all aspects of a business. Jim began his career in accounting at Remington Products. While at Remington he earned an MBA from the University of Connecticut. Jim continued to advance his finance and operations career, working for The Limited, Diageo, Warnaco. At Warnaco, he was appointed division CFO. More recently he served as senior VP and CFO for Greenwich Associates, a research and advisory company.

In his 30 years leading, working in, or collaborating with every function of a business Jim learned how to help to business owners and key stakeholders optimize cash flows and maximize profitability as well as being a trusted strategic advisor and business leader. Jim has touched all areas of a company including:

Restructuring debt.
Negotiating financing.
Implementing KPI’s.
Leading ERP and other technology implementations.
Negotiating and structuring employee health care plans.
Identifying potential acquisition candidates.
Valuing potential acquisition candidates.
Mentoring and leadership coaching.
Leading capital investment process including ROI forecasts.
Product pricing optimization.
Risk management.
Leading all areas of finance function from financial statement preparation and Controllership to planning, audit and tax compliance, manufacturing & supply chain finance.

Jim Cummings President / Owner - TAB Western Connecticut The Alternative Board®, Middlebury, CT 06762 Phone: (203) 394-2852

Excelerating Business Growth , https://excelerating.com/

Brian Kerrigan, owner of Excelerating is a business wealth creator who drives sales growth, profit growth, and multiple growth to rapidly enhance the valuation of his clients’ businesses. Brian also specializes in minimizing annual taxes and capital transaction taxes. The combination of enhanced wealth creation and tax minimization creates personal asset levels that can lead to a life of absolute freedom and a dynastic legacy for the family.

Lenny Billet, Commercial Risk . https://www.risk-strategies.com/lbellet@riskstrategies.com 860-399-3632