9.29 Holdings | Personal Equity, Not Private Equity™ | Future-Focused Investment & Acquisition

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

Keate Partners is a prominent business brokerage firm located in Cincinnati, Ohio, specializing in guiding both buyers and sellers through seamless business transitions. Established in 1981, the firm boasts extensive experience with over 1000 successful transactions in the Tri-State area, making it a leading choice for local and national clients. Offering tailored solutions, Keate Partners provides comprehensive buyer representation, strategic seller planning, and expert advisory for mergers and acquisitions. Their commitment to confidentiality and accurate business valuations further ensures that clients receive exceptional support and maximum value in every transaction. Generated from the website

Becker & Beggs, Ltd was formed in 1995 as the successor to the two business brokerage companies owned by the principals. Our firm is involved in all phases of business sales, mergers, and joint ventures including: In nearly every transaction, either the seller or the buyer, or both, are from our tri-state business community. The focus is on firms having a value of $500, 000 to $30, 000, 000. Becker & Beggs, Ltd has represented a broad gamut of businesses information technology/software, manufacturing, distribution, construction, service, retail, and professional and will work on any project that makes business sense. We are members of the International Business Brokers Association, Ohio Business Brokers Association, Greater Cincinnati Software Association, Financial Executives Institute, and Institute of Business Appraisers. Walter Becker, CPA CDP With over 36 years in various consulting, planning, financial, and general management positions, Walt's background covers the entire business landscape. Prior to founding Prime Strategies in 1983, a financial consulting firm, he was CFO of Central Bancorporation in Cincinnati and Central Fidelity Bank in Virginia, and was President of a computer services firm. Previously, he managed the business consulting department of Ernst & Young in Baltimore. He has been in business brokerage in Cincinnati since 1984. James Beggs After an early career in sales and marketing for Alcoa and Burlington Industries, Jim focused on business financing. From the early 70's through 1992, he was involved in secured lending, financing small and mid-sized firms in this region. During that period he developed an expertise in tax leveraged leasing and direct ownership investments. In 1992 he formed Van Gaard & Company, concentrating on business brokerage and valuations.