The IRA Network, LLC, is a
nationwide group of professionals specializing in business plan
packaging, venture capital and other funding resources. Our goal has
always been to provide comprehensive business and marketing plans that
project our clients' needs in a way that investors understand and
appreciate.
Our IRA team is a nation-wide network
comprised of some of the brightest business consultants with combined
backgrounds in marketing, finance, brokering, investment banking, law,
business development, graphic arts and web site development. Our team
also boasts certified and degreed specialists, as well as business and
financial development consultants including MBA's, MFA's, CPA's,
attorneys, graphic and marketing specialists and investment bankers.
The team concept is observed in the development of your business's
specific needs.
Our team of specialists works to develop
solutions to maximize the immediate and long-term objectives of our
clients. Our efforts lead to new standards of excellence in client
service. Our job at Business Plan Brokers is to work with your
company as it evolves and to provide the financial solutions and advice
that can help your company reach its objectives quickly and
efficiently.
Drawing on a concrete base of business and
fiscal acumen, strategic counseling sessions are conducted between
yourself, our senior management, and other experienced IRA Affiliates
to seek resolutions to your unique situation. The team applies
this information, plus interviews and investigation, to compile
recommendations, procedures and solutions which are applicable to your
particular business and marketing plan.
We have numerous business and financial
contacts and resource affiliates throughout the United States. The IRA
Network team and their affiliates have been involved with numerous
Fortune 500 companies and with the top hundred hospitality food and
beverage manufacturing corporations and leisure time companies
throughout North America, the Caribbean and South Central America.
Listed below are some of the
members of the IRA Network, including backgrounds and fields of
specialty:
Joel Levy, IRA, MFA & Managing
Partner/CEO of the IRA Network, LLC
Joel heads the IRA Network Financial Services Group. He has 20+ years
of hands-on experience in preparing business plans in diverse financial
arenas. He has worked on major projects in both the private and public
financial sectors. Joel served for several years as the President of Roth
Young Personnel Services, a leading executive recruitment service,
working with Fortune 500 companies in the hospitality, supermarket,
pharmaceutical, retail and service industries. His experience with this
prestigious national chain with 23 offices coast to coast (parent
company, Dunn Hill, is listed on the stock exchange) afforded Joel the
opportunity to become a leading personnel and marketing consultant for
all types of businesses, corporations and entrepreneurs. Joel also
co-founded and was technical and promotional advisor to, what became at
the time, the largest retail and leasing specialty chain (Marine and
Tropical Fish) in the country. Joel later served as Vice President and
Operations Manager of Aquasciences International (water purifications
products) in which he coordinated a highly successful multi-million
dollar IPO. Over the last 10 years, Joel has served as a consultant to
many national leading marketing companies and has participated in
master planning strategies for many corporate start-ups and
turnarounds.
Bryan Nowak, IRA, MFA &
President of the Financial Services Group in Austin, Texas
Bryan brings over 13 years of strong corporate development experience
to the IRA Network. In 1987 Bryan began his entrepreneurial career,
when he founded a financial planning and insurance agency in San
Antonio, Texas. Over the next 7 years under his guidance the agency
proliferated into a chain, including 7 offices, over 85+ employees in 2
major Texas cities. In 1995, Bryan went on to assist in the corporate
expansion of Super Val-Yu promotions, one of the largest specialty
advertising firms in the northeast. He was instrumental with the
national expansion which included 12 profit centers, encompassing 12
major territories nationally throughout the US and Canada. Within a
year of his arrival at Super Val-Yu sales had increased 62%. Bryan
joined the IRA Network in 1996 and was predominately responsible for
expanding the presence of the IRA Network in Texas. He has assisted in
the marketing, evaluation, development and financing activities of over
300 different business concepts and plans. Bryan's passion in the area
of holistic health and medicine has led him to the procurement of
various certifications in these areas. Bryan is a recognized consultant
in the Health and Wellness industry and is a Reiki Master, ISSA, IFPA
and CIAR certified as a personal trainer in sports nutrition and
special population. Bryan's other endeavors include teaching classes in
Entrepreneurial Business Start-ups and Health and Wellness at the
University of Texas, at Austin.
Edward L. Wienecke IV, IRA, MFA
& Executive Vice President and General Manager
Edward comes from a background in real estate investing and small to
mid-size business consulting and management. He played an integral role
in starting and establishing several small businesses and was
responsible for significant growth and revenue generation in each.
Edward has an extensive background in developing and implementing
marketing plans as well as direct advertising campaigns. He has a
Bachelor of Science Degree with a focus in Marketing from Villa Julie
College.
Matthew Sochurek, IRA, MFA &
Executive Vice President of Business Development
Matt is professionally trained in the fields of finance and management.
His career started with 5 years experience managing sales teams at
LendingTree.com and a successful run with the highly profitable New Day
Financial. He received a Bachelor of Science from Salisbury University,
Maryland in Business and Finance. Mr. Sochurek specializes in financial
strategy and capital structure for start-ups, expansions, mergers and
acquisitions. This knowledge combined with extensive experience in
E-commerce and website marketing gives Matt the ability to create
Internet Marketing Strategies that integrates with a client's
non-internet marketing activities and overall Strategic Plan.
Peg Levy, IRA, - Manager Graphics
Division
Peg heads the IRA Network's Graphics Division. Peg brings over 15 years
of experience in media advertising, graphics, and sales and marketing
presentations. Prior to joining the IRA Network, she was the
Administrative Assistant to the Executive Vice President of Marketing
at Aquasciences International, a public company. Margaret also served
as the head graphic designer for a leading specialty advertising
company. In this capacity, she was responsible for all aspects of ad
design and production for 12 U.S. regional areas with over 50 sales
reps.
Affiliates
Northeast Affiliate - Curtis
Thompson, IRA, CPA, CMA , MFA
Curt is Executive Vice-President and CFO for Vidwrite, Inc. in Boston,
MA. He has over 25 years of financial and general management experience
in the publishing and media industries. Curt was a founding executive
of Primedia, Inc., serving as its Vice President of Finance and
Controller since its founding in 1989 and through 1998 until he assumed
the role of President and CEO of PRIMEDIA INC.- $600 million
business information segment. He was instrumental in the acquisition of
over 100 publishing and media businesses and in the completion of
numerous securities registrations and private placements for the
company. Prior to Primedia, Curt was Executive Vice President and CFO
for The Michie Company, a legal information publisher specializing in
state statutes and legal treatises.
Southeast Affiliate - William (Bill)
Whitfield, IRA
Bill is President of Whitfield Enterprises, Inc., a North American and
International Consultative Practice, specializing in the hospitality,
recreation, entertainment and leisure time industries. He is a highly
recognized executive for his exceptional creative concepts,
compatibility, reorganization/re-engineering strategies, brand
management/strategic marketing prowess and diversified industry
knowledge, encompassing both the commercial and non-commercial food
service industries, theme parks, hotels, resorts and the leisure,
recreation and entertainment marketplace. Prior to initiating and
developing Whitfield Enterprises, Inc., Bill was a senior
consultant/strategist for several North American boutique consultative
practices (Fessel International and Hospitality Consulting, LTD.),
specializing in the hospitality and food service industries
encompassing all operational channels within the retail and food
service industries worldwide. His previous operational experience
includes director and Vice-President positions within the hotel,
resort, casual/theme restaurant and entertainment hospitality
industries North America, Internationally).
Associates
Neil Lemelman, IRA,
MFA
After graduation from The PRATT Institute with a degree in
architecture, Neil founded a manufacturing company in the food
industry, developing strategic ties in grocery distribution. Later,
accepting an executive position with ERI as a computer system
integrator, Neil was involved in strategic planning and equipment
leasing, and was directly responsible for project management,
purchasing, inventory control, floor planning, construction management,
material logistics, computer maintenance, product life cycles, customer
support and education services. While Neil was with ERI, the company
grew from 6 employees occupying 1,100 square foot offices to 350
employees occupying a 100,000 square foot facility and 12 remote
offices. In addition, the company evolved from a manufacturer's
representative to a full computer system integrations company whose
sales volume grew to over 100 million dollars. ERI was sold to
EDS/General Motors.
Neil has continued as consultant within the
computer integration industry, and pursues his hobby of collecting
investment quality vintage photographs. Neil continues his
entrepreneurial endeavors as a Master Financial Associate with the IRA
Network in Huntington, New York.
Timothy R. Nelson, CPIM, MFA
Tim brings over 20 years of proven experience in the high tech and
medical device industries. His background is in materials management,
procurement, and business process development arenas. He was the team
leader of a purchasing group with an annual spend in excess of 50
Million dollars. He participated on a key team implementing a new
software business system nationwide over a two year period. He has also
done extensive work in the areas of systems and process development,
change management, and training programs for continuous improvement. He
is very results oriented. His background and skills set allow him to
bring a balanced approach to consultancy, presentation, communication,
and business development.
Mark Goldfarb, MFA - Goldmark
Marketing, LLC
Mark selected Walton School of Commerce in Chicago to prepare his
spirited career as a specialist in corporate and personal tax
consulting. He co-founded a radio advertising sales company where he
facilitated the accomplished growth into a 70+ employee solid company
before successfully divesting himself. Mark is a current member and
government instrument seat holder at the Chicago Board of Trade. Mark's
energy and knowledge also provided him an accomplished 20 year
unearthed focus as a floor trader, as a systematized expert in the
interest rate marketplace. Mark has held many financial licenses with
which he utilized and earned the respect of the brokers he associated
with and the people he mentored as a fully equipped investment advisor.
Dennis Ward, MFA- Peloton Financial,
L.P.
Dennis is a graduate of the University of Texas at Austin with a
Bachelor's Degree in business management and began his career as an
analyst with Dun and Bradstreet in Dallas, Texas. Dennis practiced
public accounting for approximately 25 years with emphasis on taxation,
auditing of "for profit" companies, and financial institutions. At one
time, Dennis and his firm had over 20 financial institutions such as
Banks, Savings & Loans, and Credit Unions which were offered a
variety of income tax and auditing services. After a successful career
in public accounting Dennis retired and sought challenges in the areas
of executive compensation, employee benefit plans, and strategic wealth
planning for higher net worth clients. Today, Dennis serves as Managing
Partner for Peloton Financial, L.P. which offers commercial loan
brokering and consulting through a network of more than 20
professionals in the Dallas Fort Worth Texas area. Peloton Financial
has brought additional Real Estate lenders to the IRA network for both
conforming and non-conforming commercial loans. Dennis is an avid
golfer and with wife Charlotte enjoy spending time with their 7
grandchildren and traveling as their schedules permit.
Matthew Brown, MA, MFA - Montesota
Consulting, LLC
Matt has led two separate private groups through the small business
purchase process and is currently the acting President and CEO of both
companies, located in Minnesota and Wisconsin. He is well versed in the
small business purchase process and is an excellent source for any
individual looking to purchase a small to mid size business for the
first time. His employment background prior to going into business for
himself is quite diverse, including corporate roles with a consulting
firm and a manufacturing firm, as well as several years at one of the
five largest companies in America in an international capacity. His
educational background includes an M.A. in Industrial Relations from
the University of Minnesota and a B.A. in Business Management from St.
John's University, Minnesota.
Securities/Legal Specialist - Jack
Halperin, Esq., IRA
Jack is the IRA's legal and securities expert, specializing in
securities law. He has participated in and prepared numerous Private
Placement Memorandums and Initial Public Offerings. Jack has been
retained by many leading
emerging companies in both private and public sectors. Education:
Columbia University (A.B., summa cum laude, 1967) New York University
(J.D., 1970) Phi Beta Kappa. Root-Tilden Scholar. Note and Comment
Editor, New York University Law Review, 1969-1970. Author "Private
Placement of Securities," John Wiley & Sons, 1984; "Tender Offers
and Employee Stock Options," The Journal of Corporation Law, Winter
1981; Reviser, 2001, Chapter. 5, Exempt Issuer Transactions, Sowards
Adelphi University Legal Assistants Program, 1976-1980. Co-Chairman,
1983-1984 and Chairman, 1983-1984, Practicing Law Institute Blue Sky
Regulation Program. Member: American Bar Association; New York County
Lawyers Association. Language: French. Practice Areas: Corporate Law;
Securities.
Broker Specialist - Edward N. Weeks,
Jr., IRA, MFA
Edward graduated from the State University of New York at New Paltz
with a Bachelor of Science degree in Business Administration,
concentration on Finance. Since graduating in 1992, he has worked as a
financial professional with both SBC Warburg Dillon Read (known today
as UBS/Paine Webber) as an Asian Equities Liaison, and for MarkeTrend
Securities, Ltd. as an Investment Executive and Executive Vice
President / Partner / Director. He currently holds the NASD Series 7,
Series 24, and Series 63 licenses. Edward has secured funding and
acquisitions for numerous public and private companies in various
sectors including entertainment, new media, semi-conductors, medical,
real estate, and internet. Edward is currently the Financial Director
of DH1.tv, an interactive cable television studio based in Hollywood,
CA and a Board Member for G. Media, a start-up converging media firm in
Los Angeles, CA. Since working with DH1.tv, he was responsible for the
funding of over $20 million dollars and has been instrumental in three
key acquisitions.
Seminar Director - Larry Burney,
IRA, MBA, MFA
Larry is a business management specialist with 25 years of
administrative background ranging from the military to the private
business sector. Larry has participated in major joint venture
operations in the range of tens of millions of dollars, as well as
coordinating major reorganizational projects. Larry coordinates and
teaches the IRA Street$mart™ special accredited business curriculum and
business management courses at the major university level. Larry's
private sector experience is in automotive, marine, and aviation
projects and computer services, as well as real estate and Internet
based business projects.
Business Plan Analyst - Mr. Ndaba
Mdhlongwa, IRA, MBA
Ndaba is a native of Zimbabwe, Ndaba came to the United States in 1992
to pursue a Bachelor of Science degree in Electrical Engineering at the
University of Louisiana in Lafayette. Following a change of major,
Ndaba went on to receive an undergraduate degree in Business. He then
went on to earn a Masters in Business Administration (MBA) degree.
Ndaba brings some expertise in writing and preparing professional end
to end business plans with in-depth research and analysis for start-up
and existing companies seeking funding. Since 1998, he has written over
20 business plans for companies nationwide in diverse industries
including a Fortune 500 company based in Atlanta, GA.
His experience includes working with the
Small Business Development Center and the Micro Business Development
Center at the University of Louisiana at Lafayette and the Small
Business Development Center at McNeese State University in Lake
Charles, LA. He has also worked with Louisiana Department of Economic
Development in helping small and emerging businesses with business plan
and consulting needs.
Over the past year, Ndaba has been working
with the IRA Network in developing high-end business plans for various
clients. Ndaba participated in intercollegiate athletics in track and
field and was a five time All-American and the 1995 Outdoor NCAA
Champion in the Triple Jump.
He is also a two-time Olympian having
participated in the 1992 and 1996 Barcelona and Atlanta Olympic Games,
respectively.
Joseph A. Lawn, IRA, MFA
As President of Lawn Brokerage, for 15 years, Joseph adds strong real
estate sales, asset management and development skills to the IRA
Network in our commercial real-estate division, negotiating over 2
BILLION DOLLARS in real estate offers in the last two years, with 54
million in closed sales funded. Joseph offers an aggressive and
successful approach to structuring successful real estate deals for
final funding.
After graduation from Parsons College, Joseph
owned, managed and successfully franchised his company is the health
spa industry, and proceeded into the real-estate arena as a managing
owner of a large multi-family and office building operation. His
further accomplishments in leasing, mall management, business
consulting and ownership, have lead to numerous national awards in
related fields.
Franchise Development Specialist -
David A. Sweet, IRA
David is the President and CEO of Biz-Plan America. He has been
involved with franchise development, training and sales consulting for
several firms in the early stages of franchising. He was involved with
developing and perfecting plans for the BizAmerica Associates
Franchising System and the "Business Selling System™". To date, David
has handled the sale of some 250 businesses valued at over
$33,000,000.00. He was a major player for the Sir Speedy Printing
Centers where he personally sold 33 centers with 9 re-sales.
Director of Business Development-
Gennady Beyzarov, MBA
Gennady Beyzarov brings experience in business management and
development to the IRA Network. After working as a Project Manager for
several years in the field of telecommunications, Mr. Beyzarov earned
his MBA from Binghamton University. Following his formal education, Mr.
Beyzarov took on the role of Director of Business Affairs for an
entrepreneurial high-tech systems integration company. In this
capacity, he was responsible for the development and oversight of
business planning from conception through profitability. In addition,
as an operations management consultant for a large food service
distribution company in the Northeast, Mr. Beyzarov pioneered
efficiency-boosting changes in business operations. This experience,
along with personal determination has provided Mr. Beyzarov with the
business acumen required to help guide a company from a state of
potential to the realization of business goals.
Business Plan Analyst - Pamela
Lankford, MBA
Pamela has been working with small businesses for the past fifteen
years both in the start-up phase as well as the growth phases. She has
worked with both sole proprietorship businesses as well as larger
corporations. She has been involved with the Ohio Award for Excellence,
which is modeled after the Malcolm Baldrige National Quality Award, as
an Examiner for five years. With this experience she was part of a team
that developed a statewide business assessment tool for use within the
Ohio Small Business Development Centers network.
She received her undergraduate degree from
Marietta College with a double major of Entrepreneurship and Spanish
and her MBA from Ohio University. As Director of the Ohio Small
Business Development Center at Marietta, she was named Director of the
Year for 1999 and 2001 as well as Innovator of the Year for 2001. She
has been proprietor of her own wedding consulting business as well as
actively involved with two family-owned small businesses. She has
an extensive background in reviewing business plans and assisting
owners in obtaining financing for their businesses.
Business Plan Writer - Albert
Mattin, MBA
Albert Mattin has been a Business Planning Consultant since 2002,
specializing in leading clients through the strategy formation and
projection process with an emphasis on realistic, attainable goals. Mr.
Mattin has consulted for clients in a wide variety of industries and
stages of the business cycle, working on projects ranging from
micro-credit to multi-million dollar fundings. Additionally, Mr. Mattin
has experience in many specialty situations, including certified
minority, veteran, and women owned businesses, government contractors,
grant recipients, and businesses based outside the United States. By
combining this experience with excellent presentation and financial
modeling skills, Albert Mattin continues to add significant value for
his clients, and strives to exceed client expectations on every
project.
Business Plan Writer - Sharon Nilsen
Sharon Nilsen is a professional with proven success in organizational
management. She has worked with clients providing both business and
project management consultation since 1985. Her experience has been
with large consulting organizations including international start up
companies, government contractors and health delivery organizations.
She provides guidance in the development of organizational design and
business strategy. Experienced in systems design, she has written
training and technical guides for product development and
implementation. This includes organization preparation for change, data
analysis, workflow evaluation and business image development. She also
has successful experience wtih application interfaces with other
systems, and technical fit in the local and expanded environments.
Client relationship management (CRM) has been a key element in her
expertise and she has led successful projects defining system
governance, organization, and budget. Projects, budget preparation and
QA procedures met and exceeded industry standards. During complex
system implementations, her teams established policies and procedures
governing project management, organizational development and audits
which exceeded requirements. In the last five years, Ms Nilsen has
focused on the following management aspects:
- Strategic Planning and Plan Management
- Project Management
- Corporate Application System Management
- Capital and Operational Budgets
- Information System Implementation
- Operational Analysis including Vendor Contracts
- Data and System Quality Assurance
Business Plan Writer - Donna Green,
MS, MBA
Donna Green first aquired her BS in accounting from the State
University of New York at Oneonta. She then received an MBA as well as
an MS in Accountancy from SUNYIT of Utica/Rome. Donna has experience in
various types of industries which helps her perform well with her
clients. Donna has experience in project management, financial
forcasting, job costing, database report creation, capital budgets, and
business consulting for technology, e-commerce, start-up and expanding
operations. Donna has also served as a Director of Finance.
For more information about our services, please contact our
Corporate Office or phone our Toll-Free Number:
IRA Network Corporate Office
21 DeGroat Rd.
Apalachin, NY 13732
(607) 625-2900, Ext 201
Toll-Free Number
1-866-308-1181
or e-mail us at capital@businessplanfunding.com
Business Plan Brokers™, The Financial Services Group and
USBS™
are alliances of The IRA Network, LLC
Members of the Better Business
Bureau
Venture
capital consultants providing; Business Plans, Marketing Plans, Public
Offerings, Private Placement Memorandums and Other Funding Resources
for New and Expanding Businesses. This resource is dedicated to
locating venture capital funding for entrepreneurs all across the
nation.
|