Preferred Partners
Trusted professionals in Greater Cincinnati and Northern Kentucky who share our commitment to discretion, professionalism, and client-first service
Trusted Partners Who Share Our Commitment to Confidentiality
At Transworld Business Advisors, confidentiality and trust are foundational to everything we do. Successfully selling or acquiring a business often requires support from experienced professionals across legal, financial, and operational disciplines. We have intentionally built relationships with a select group of preferred partners who share our standards for discretion, professionalism, and client-first service.
Each partner listed here understands the sensitive nature of business transitions. They are accustomed to working behind the scenes, protecting client information, and coordinating thoughtfully with advisors to support smooth, successful outcomes.
How We Select Preferred Partners
Our preferred partners are chosen based on three core principles:
- Confidentiality First - They demonstrate a proven ability to safeguard sensitive financial, operational, and personal information.
- Trust and Professional Integrity - They act in the best interests of their clients, maintain ethical standards, and communicate clearly and responsibly.
- Experience With Business Transitions - They regularly support business owners, buyers, and investors through transactions, growth initiatives, and ownership changes.
Partners By Category
Legal Advisors
Financial and Accounting Professionals
CPAs
Steve Brunner, Liske & Brunner CPAs
Fractional CFOs
Wealth, Tax, and Estate Planning Advisors
David Dennerll, Janney/HD Wealth Partners
Josh Deeter, Deeter Advisory Group
Small Business Coaches and Advisors
Small Business Marketing, Fractional CMOs and IT Consultants
Small Business Insurance and Benefits Providers
Kathleen Crawford, Bailey & Company Benefits Group, An Alera Group Company
John Kirtley, New York LIfe
Small Business Staffing and Recruiting
Small Business Valuations
Affiliations
A Coordinated, Confidential Approach
Our role is not just to facilitate a transaction, but to assemble the right advisory team at the right time. We introduce partners thoughtfully, only when it supports your goals, and always with your privacy protected.
If you are a professional who shares these values and serves business owners with integrity, we welcome the opportunity to explore a trusted partnership. Please contact our office to arrange a time to meet.
Ready For What Comes Next on Your Entrepreneurial Journey?
