CDA, Inc. Czajkowski, Dumpel & Associates, Inc.
We supported Erica Dumpel as she navigated the challenges of expanding her team and developing her son as a successor. For 40 years, Erica had operated as a solo business owner. She recognized that increasing demand for services required her to move forward strategically.
Gates Pass Advisors
When Esther Szabo decided to start a new financial planning firm, she understood that her new team at her new firm would need a strong vision to guide them toward success.
We responded to Esther’s request by helping her build a foundation
RetireRight Pittsburgh, Inc.
RetireRight Pittsburgh established a relationship with us in 1998, and our long-term collaboration illustrates the benefits of employee retention and succession planning.
The firm’s founder, Don Settina, came to us shortly after launching his own firm.