Certified Acquisition Advisors LLC 
You Can Focus On Running Your Business - CAA Will Focus On Its Sale

About Us at Certified Acquisition Advisors

About Certified Acquisition Advisors

Dan Maloney CPA CFP CM&AA CBI 

Dan brings a unique background and a different approach to the Business Intermediary arena.  He is a Certified Public Accountant (CPA), Certified Merger & Acquisition Advisor (CM&AA), Certified Business Intermediary and Certified Financial Planner (CFP) and served as a tax partner at a "Big 4" professional services firm.  His client base crossed all industries and included manufacturers, distributors, contractors, real estate developers, retailers, financial institutions and professional service firms.  His practice encompassed tax planning , business planning and financial planning.  Clients included Corporations, S Corporations, Partnerships and LLC's.

Following his 20 years in the public accounting arena, he served as President, COO and Co-CEO of a group of several privately held businesses operating throughout the eastern USA.  He was responsible for operations, finance, information technologies, human resources, risk management and administration, strategic planning, change management  and M&A activities.
                                                                         
Dan has served on the Board of Trustees and/or Board of Directors of the Tampa Bay Performing Arts Center, Tampa Museum of Art, the Tampa Bay Business Committee for the Arts, Junior Achievement of Tampa, The Westshore Alliance, The Florida Tomato Committee, Florida Fruit and Vegetable Association and the Florida Tomato Growers Association.  He is a member of  the Association for Corporate Growth, The Alliance of Merger and Acquisition Advisors, the International Business Brokers Association, Leadership Tampa Alumni and the American Institute of CPA's.  He is President of Business Brokers of Florida, Tampa Bay and SW Florida districts. He is also the President and Chairman of the Business Transition Council of Tampa Bay.

Dan has earned FINRA Series 24 (General Securities Principal), Series 79 (Investment Banking), Series 62 (Corporate Securities) and Series 63 (State Laws) licenses.

Dan@certifiedacquisitions.com

Jeanine Maloney SPHR

Jeanine began her career as a paralegal and earned the professional designation as Certified Legal Assistant.  She later progressed into the human capital arena where she served in HR positions of increasing authority including Director of Human Resources at both publicly held companies and private enterprises.  In her role as HR advisor to management, she worked on employment-related due diligence matters for the Mergers & Acquisitions process.  Jeanine is the CEO of Certified Human Resources, a division of Certified Acquisition Advisors, where she specializes in analyzing the human capital structure and related needs of companies.  A major portion of her time is invested in preparing the needed documentation and policy manuals to guide entrepreneurs, employees, management and potential buyers of businesses.  She holds the designation of Senior Professional in Human Resources and is active in the SHRM affiliates in Hillsborough and Pinellas counties.     

In addition to her activity at Certified Human Resources, Jeanine is also a consultant with a national outplacement and human resources consultant firm.  Her duties include counseling displaced executives and developing strategies and marketing plans to get clients re-employed
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Jeanine@certifiedacquisitions.com