Todd Steinberg – Founder and Managing Partner
Since 1994, Todd has worked exclusively with accounting and tax professionals to help them build, buy and sell practices nationwide.
The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning into accounting practices and personally being involved as an intermediary in the sale of over 400 accounting and tax practices.
Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.