BIO

Rick has more than 25 years of experience working directly with CEOs and business owners to help them identify and solve their biggest challenges. With extensive M&A and financing expertise in the Food Industry, spanning Food Processing, Distribution, and Agriculture, Rick serves clients globally.

 A UCLA graduate, he honed his skills as a Fortune 500 consultant at Accenture and Ernst & Young’s CapGemini. Over two decades, Rick aided numerous CEOs and business owners in formulating key strategies for top-line and bottom-line growth. As a Managing Director at Janas. Rick advises clients approaching retirement or seeking a life-change on how to position and sell their businesses at the best terms for top dollar. Clients call Rick when they need a Trusted Advisor to guide them through the process and stages of Exit Planning and execution

Rick is a published financial writer and speaker to Executives at Trade Organizations and other events around the country. He is a volunteer advisor and mentor for the SBA/SCORE program where he conducts workshops to fledgling business owners.

Education

University of California, Los Angeles (UCLA) – Bachelor of Arts (BA) – Master of Business Administration (MBA)

Licenses

FINRA Series 7, 63, 79
California Real Estate Broker
Registered Representative of JCC Advisors, Member FINRA/SIPC

Publications

Food Industry Executive Magazine, Accounting Today, Business Insider, CEO World Magazine, Chief Executive Magazine, Investors’ Business Daily, San Fernando Valley Business Journal, Small Business CEO Magazine, Vistage CEOs