Our people. Our promise.
Integrity and dedication to secure the future you deserve.
We turn service professionals’ life work into a legacy—and help their transition partners turn that legacy into lasting growth.
Win + Win + Win – Create massive value for all parties.
Connect with Care & Honor – Ensure empathy, integrity, and authenticity in all interactions.
Excavate & Leverage Hidden Opportunities – Uncover what no one else can.
Always Grow. Always Give. – Learn from every person and project we encounter.
Team Members
Who We Are
A dedicated team of professionals committed to helping you secure your legacy and transition with confidence.
Alex Gertsburg
CEO & Visionary
Cassie Pinkerton
COO & Integrator
Lesme Dulfo
Strategic Marketing Director
Virgel Torres
Deal Operations Manager
Holly Daham
Executive Assistant
Trysha Mae Tumacder
Marketing Associate
Christine Ledesma
Recruiting Specialist
Bring Alex Gertsburg to Your Stage
Inspire. Educate. Empower.
Looking to spark meaningful conversations on legal strategy, business succession, or leadership? With over 25 years of experience as an attorney, entrepreneur, and visionary leader, Alex Gertsburg brings clarity, confidence, and actionable insights to every audience.
- Why Book Alex?
- Deep real-world legal and business experience
- Proven strategies for growth and protection
- A clear, engaging, and humorous speaking s
- Audiences leave informed and inspired
Join Our Team
Career Opportunities
Join a team that's dedicated to helping service professionals secure their legacy. We're looking for talented individuals who share our commitment to excellence.
Operations
Account Manager
- Remote (U.S.)
- Full-Time
Finance
Bookkeeper
- Remote (U.S.)
- Full-Time
Marketing & Growth
Strategic Marketing Director
- Remote (U.S.)
- Full-Time
We're here and ready to get started.
Our team is ready to design a transition that secures your future, supports your clients and provides the peace of mind you need to transition out of your practice. Contact us today to have a confidential discussion.