Steve Romeo

Background

About Steve Romeo

What is it like to be an avid sailor? Adventure, Direction, Passion, Precision, Responsibility, Navigating, Planning, Accuracy. There is nothing like,"The wind in your face on a sunny day, healed over, with the sails trimmed just right to get the maximum speed you can out of your vessel." I use these attributes in my career. I am passionate to be instrumental in helping businesses grow and succeed. How do I do it? By in depth conversations to help develop projections and strategies to evaluate decisions to drive toward objectives.* Coach clients with growth strategies, exit planning, estate planning, debt restructure, and tax strategies.* Deep understanding of tax returns, financial statements, cash flow, and forecasting.* How am I different from every other banker. I solve problems for clients.* Over 30 years of working with various industries has provided me a wealth of best business practices to pass on. Ask me anything.