Sally Proffitt's Contact Details

Sally Proffitt's Company Details

Capital Tactics Inc.

Cincinnati, OH, US • 20 - 49 Employees
Financial Services

Capital Tactics is a Financial Advisory Services organization whose mission is to provide guidance and professional services to companies in areas of Mergers and Acquisitions, Capital Raising, Financial Management, and Restructuring. This company was founded by Dino Lucarelli, CPA. Lucarelli is an industry veteran in the field of M&A, capital raising, and financial management and reporting.What separates Capital Tactics from the rest is the approach: clients are served by a team of highly experienced business advisors, with the staff in the aggregate having over 100 years of business experience. Each client works directly Lucarelli and a highly experienced professionalwith 20 or more years professional experience. The company does not operate on a leverage model; projects are assigned to a senior advisor at the outset, who performs the critical functions of sourcing a buyer or seller, and negotiating the deal structure, overseeing the accounting team in performance of the due diligence processes. Client matters are not delegated to lower-level associates. Each member of the team possesses numerous years of experience, and the team's collective experiences span several disciplines. Whereas mostprofessional services firms lead with a senior person and enlist assistance from lower-level associates, this is not a part of the program at Capital Tactics approach to client engagements. A guiding philosophy is that business owners know who they are and what they want to achieve, but sometimes lack the resources and specific skill sets to tackle perplexing challenges. "Tactics" address the "How to?, What next?, Who to call?, When is the timing right?" questions.The company performs business valuations and benchmarking to help business owners identify opportunities for profitability and operational improvements