Agent ProfileBrian Adolph

Brian Adolph is an experienced Business Broker and Adviser who helps business owners and stakeholders to buy and sell businesses with confidence. Brian grew up in a family of business owners and has personal experience in buying and selling businesses of his own. After beginning his professional career in marketing and sales management that allowed him the opportunity to facilitate and teach marketing internships at prestigious California universities like UCLA, CSU Northridge, UCSB, and Loyola Marymount University, he went on to start his own marketing agency in Bakersfield, California. In 2005 a family accident brought him back to his home state of Ohio where he took over the operations of the family vending business which he scaled up and sold 10+ years later to pursue a passion in the emerging financial technology arena. By drawing on such a varied career history, Brian can apply a unique set of skills to effectively advise on exit planning strategies as well as identifying the optimal buyer for businesses while increasing shareholder value and owner benefit.

Brian is resourceful, accomplished, and a solutions-driven professional with proven expertise in financial operations, sales leadership, and business management. He has a track record of supporting customers in retaining their current relationships, as well as generating new ideas for working with new clients. Brian is experienced in business banking and fintech solutions practically from the inside out and is an expert in providing innovative solutions across the entire Accounts Payable (AP) and Accounts Receivable (AR) lifecycles. Through an innate ability to collaborate with internal and external/vendor partners he has developed and executed go-to-market business development strategies. As a collaborative communicator, he is focused on building relationships and synergy across business lines to drive positive change.

Specifically, Brian has real world business experience in the following areas of expertise:

• Bank Management • Account Management • Contract Negotiations • Business Development • SaaS Support • Training & Development • Liquidity & Cash Flow Strategy • Risk Assessment & Mitigation • Reporting & Documentation • Business Strategy & Processes • Financial Analysis & Reporting • Strategic Planning & Execution

Brian writes a monthly financial article for Jackson Living Magazine and serves as a Volunteer Counselor and Treasurer for his local SBA SCORE Chapter. SCORE is the nation’s largest network of volunteer, expert business mentors, that is dedicated to helping small businesses plan, launch, manage and grow which is yet another way Brian has found to give back to his local business community. As for his family, Brian resides in Jackson Township near Canton Ohio with his wife Catherine and two young children Brendon and Felicity. They enjoy boating, water sports, beaches, lawn care, gardening, and reading together as a family.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Transworld Business Advisors of Cleveland Metro is not a registered broker-dealer, and Finalis Securities LLC and Transworld Business Advisors of Cleveland Metro are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck

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