Who we are
Christy Bender focuses on unlocking business potential and maximizing value for owners eager to transition. With over 20 years in the financial industry and a background as a Senior Private Banking Officer and Director of Preferred Banking, she has honed her abilities to enhance client wealth and provide bespoke financial services.
Christy’s expertise in business leadership and strategic planning forms a foundation for delivering comprehensive valuations and pre-sale planning. In collaboration with her clients, she crafts pathways to optimize business performance, ensuring successful outcomes and cementing her commitment to guiding businesses toward peak potential.
Amy Lieberman is committed to aligning business strategy with operational excellence. She has held leadership roles across a wide spectrum of organizations, from owning and operating two small businesses to supporting the strategic growth of two companies that were successfully acquired. From the outset of her career, she has been passionate about client-focused marketing—listening to customers, mapping their journeys, and driving customer satisfaction.
Amy excels at identifying operational inefficiencies and implementing continuous improvement initiatives. She brings a keen ability to define goals, design and track KPIs, and analyze outcomes to drive meaningful results. Her collaborative leadership style fosters cross-functional alignment, leading to cost savings, revenue growth, and innovative business solutions. Part-strategist and part-tactician, she balances big-picture vision with precise execution, making her a trusted advisor for companies preparing to grow or exit.
