Senior Managing Partner
Pat is a consultant with over 25 years’ experience as an entrepreneur; startup mentor, advisor & board member; attorney and real estate & impact investor. His subject matter experience comprises e-Commerce, Real Estate, Venture Capital & Private Equity, Data Privacy & Cybersecurity, CBD & Cannabis Investment, Merchant Processing & Reloadable Debit Card Programs, Big Data and Startups & Growth Companies. He has been a sought-after speaker on several of these topics.
Pat is a Manager of MRM Capital Holdings, Inc. He also works with All Green Funding, which provides working credit lines (LOC), equipment financing, low doc bridge loans, raw land loans & construction loans. As a Regional Manager for Alternative Payment Systems (www.apsrisk.net), a 100% legal provider of domestic and international merchant services (credit & debit card processing) and a Principal of MyTurnkeyCBD & Influence Brands Management, Pat works with individuals and entities as a consultant to help build white labeled CBD brands on a state-of-the-art e-Commerce platform.
Pat loves to cook, supports food trucks everywhere and roots for the New York Giants.
Senior AFFILIATED Partner
Dennis Duitch has practiced public accounting, business management and consulting for over 30 years, with expertise in strategic planning, business operations, personnel management, taxation, finance, marketing and most other facets of business, for a wide spectrum of companies including technology, manufacturing, distribution, retail, marketing, real estate, personal service, entertainment, and not-for-profit organizations. He has been a top-level consultant to closely-held businesses, families & high-wealth entrepreneurs, celebrities & heirs, in varying advisory & leadership roles including creative, structuring, analyzing, documenting, executing, training, facilitating, mediating, and coordinating personal life plans with risk-managed business plans.
With credentials including an MBA degree in Finance from Northwestern University and certificates of specialty in Business Appraisal and Mediation, Dennis provides pragmatic counsel in strategic direction & planning, business formation/structure & forecasts, operating plans & budgets, control systems/procedures & infrastructure, succession & exit strategy, deal negotiation, merger/acquisition/disposition, income & estate tax, crisis & continuity planning. He is a Certified Estate and Family Business Advisor, licensed insurance advisor, and mediator for matters including partner/shareholder disputes, business dissolution, divorce property settlement, and dysfunctional families & Boards.
Jocelyne Eberstein, LAC
Jocelyne Eberstein is a Licensed Acupuncturist and Doctor of Oriental Medicine. After graduating from the University of Cincinnati with a B.S. in Nuclear Medicine Technology, Jocelyne began her medical career as a nuclear medicine technologist at the University of San Diego Hospital. Four years later, she became Chief Technologist at Palomar Hospital in Escondido, and then moved in the same capacity to Cedars Sinai in 1979. The low levels of radiation Jocelyne had been exposed to during this time presented an obstacle when she decided to start a family. It wasn’t until a cardiologist at Cedar Sinai proposed the idea of Traditional Chinese medicine to help with infertility that she began to explore alternative medicine. “It might help and it cant hurt,” were his words, and so began Jocelyne’s journey into natural medicine.
Stephen Hall | Robert Hall
Son of Bob Hall, Stephen Hall is the second generation President of the family tax consulting firm. Growing up immersed in the family’s tax business, Stephen Hall learned early on the challenges businesses faced navigating the complex tax system. His desire to help grow small businesses in his community led Stephen to a degree in Business Administration from USC. Not stopping there, Stephen increased his skill set by becoming an Enrolled Agent. As an Enrolled Agent, Stephen is a federally licensed tax practitioner who has demonstrated technical expertise in the field of taxation. As such, he is empowered by the U.S. Department of the Treasury to represent taxpayers for audits, collections, and appeals before all administrative levels of the Internal Revenue Service. Over the years, Stephen Hall has advised, represented, and prepared tax returns for individuals, partnerships, corporations, estates, trusts and any other entity with tax-reporting requirements. When he is not aiding businesses and individuals with their taxes, Stephen enjoys playing soccer with his 2 children, tennis and rooting for the USC football team.
Education: Bachelor’s Degree in Business Administration from University of Southern California
Professional Associations: National Association of Enrolled Agents (NAEA), California Society of Enrolled Agents (CSEA), National Society of Accountants (NSA), Advanced Center for Community Resources & Development, Former Chairman of Large Tax Practice Group (LTPG), Pasadena Angels
Certifications: Enrolled Agent (EA), Achieved the National Tax Practice Institute (NTPI) Fellow status
Industries: Real Estate, Small Business, Entrepreneur Startups, Entertainment, Healthcare, Law Enforcement, Firefighters, Education
David Ficksman | TroyGould
Scott Perren | Barkin, Perren, Schwager & Dolan, LLP
Brian MacDonald | MezzCap Partners
Jim Schneider/Pete Barkey | Roosevelt Management
Keffer Norris | Vista Pacific Holdings
Kevin Smith | Hines Smith
Matthew has the necessary drive, curiosity, intelligence, integrity and the tenacity to overcome market, business and people obstacles so as to successfully close transactions to everyone’s satisfaction. Because of his many local and national relationships, he has become a well connected and experienced banker in both the Southern California and national market place. So, to sum up: Matthew is an individual that is dedicated to finding and making deals happen, and as a talented “connector”, he has that knack of recognizing unique investment opportunities where one person/organization should meet one another and then he draws them together to enhance the success of both parties. Definitely, reach out to him if you have the opportunity."