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KATHLEEN RICHARDSON – MAURO, CFP, CM&AA

2188 Fawn Lane, Spring Hill, Florida 34608


(352) 263.4753
kathrich@tampabay.rr.com

--Exit planning specialist--


Focus of Interest: Bank Trust Department, Merger and Acquisition Firm, Investmen
t Firm,
Financial Planning Firm, Law Firm, Large Insurance Company

QUALIFICATIONS PROFILE
Self-motivated, dynamic management professional with diverse credentials, extens
ive experience, and skills in supporting business owners identifying, planning a
nd implementing optimal business exit strategy. Acquire personal understanding o
f business ownership challenges and can identify with and empathize with the bus
iness owner. Demonstrate knowledge of the market place, experience in selling va
rious types of businesses, and verified flexibility in the successful transition
of ownership. Possess proven ability to work collaboratively and independently
with focus on the commitment to achieve corporate goals. Recognized for aptitude
to translate vision into action that drive productivity, operating efficiency,
sustainable cost reductions, and net earnings while continuously supporting crit
ical business operations within a highly competitive industry. Excellent communi
cator with the ability to interface with management, clients, and people of dive
rse socio-cultural backgrounds. Creative out-of-the-box thinker who approaches o
rganizational development challenges with innovative vision, high ethical standa
rds, and an unsurpassed strong work ethic. Coordinate effectively with cross-fun
ctional teams for the attainment of company goals.

Core Strength
- P&L / Budget Accountability
- Contract Negotiations
- Market Penetration Strategies
- Corporate / Business Development
- Exit Strategy Planning
- Competitive Product Positioning
-Strategic Initiatives / Tactical Execution
- Mergers & Acquisitions
- Team Leadership & Collaboration

Professional Experience

Founder / Managing Member, Business Transition Solutions LLC ~ Tampa, FL


2010 to present
- Proactively design and execute a customized exit strategy plan that will
achieve client’s goals; work collaboratively with clients to safeguard and enhance
their trapped “illiquid†business wealth.
- Support business owner in a holistic and client centered manner that not
only considers all of the complex financial aspects of strategic exit plan but
also takes into consideration the often over looked personal issues.
Broker / Owner, Florida’s Business Connection, Inc. ~ Spring Hill, FL 1998-Pre
sent
- Successfully build and manage a business intermediary firm with 5 full t
ime associate agents.
- Focus on client centered services to support client in locating their de
sired business or positioning their business to sell.
- Effectively package and market engagements on an international basis uti
lizing print media and the internet.
- Utilize the utmost level of negotiation skills, transaction management,
and consulting services to achieve client’s satisfaction.
- Instrumental in navigating through administrative and regulatory matters
in order to support the buyer in accomplishing goals.
- Outline logical exit strategy options, accurately determine market value
s, and estimate the probability of a successful sale to eliminate the stress and
anxiety associated with selling.
Notable Contribution
- Successfully reached 75% of business brokerage market share by end of 20
00 while supervising 5 agents
- Solely founded and developed an advisory firm recognized as the # 1 fema
le-owned VR office in the nation

Earlier Career
CFP, Broker / Owner, Financial Matters Inc., RIA ~ Fort Collins, CO 1993-199
6
Licensed Sales Associate, Waddell and Reed ~ Fort Collins, CO 1991-1993
Accounting Supervisor, Lowry Federal Credit Union ~ Aurora, CO 1989-1991

Education and Credentials


Certified Business Exit Consultant (CBEC) Certification Program
SUFFOLK UNIVERSITY ~ BOSTON, MA: IN PROGRESS
Certified Mergers and Acquisitions Advisor (CM&AA) Certification Program
LOYOLA UNIVERSITY OF CHICAGO - GRADUATE SCHOOL OF BUSINESS ~ CHICAGO, IL: 2007
Certified Financial Planner (CFP) Certification Program
COLLEGE FOR FINANCIAL PLANNING ~ DENVER, CO: 1993

Licenses and certifications


Certified Business Exit Consultant (In Progress)
Certified Financial Planner (CFP)
Certified Mergers and Acquisitions Advisor (CM&AA)
Licensed Florida Real Estate Broker

Professional Affiliations
Alliance of Mergers and Acquisition Advisors (AM&AA) –
Certification Committee (CBEC) - Pinnacle Equity Solutions
Pinnacle Equity Solutions Tampa Bay Area Chapter – Co-Chair
Financial Planning Association (FPA)

Activities
Expert Witness for Civil Trials and the US Bankruptcy Court
Entrepreneurial Academy Instructor
Entrepreneurial Academy for the Hernando County Chamber of Commerce
Junior Achievement
Financial Planning Programs Instructor
College of Financial Planning ~ Denver, CO
Fort Collins High School ~ Fort Collins, CO
Colorado State University Cooperative Extension
Developed 4H Camp for Teen Financial Preparedness
Former Secretary, Florida Business Broker’s Association
Former President, Business Networking International (BNI)

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