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Ivan's Circle

Ivan's Circle

Joe Rehfeld

Office Telephone: 323.723.3050

Email: joerehfeld(at)brentwater(dotted)com

Joe's background includes an extensive career with Microsoft Corporation and technology start-ups in the areas of finance, operations, mergers and acquisitions, business development, project management, strategic planning and marketing. He has overseen the acquisition and integration of more than 40 companies representing over $7.5 billion. Joe holds a BA in Business Administration from the University of Washington.

Brentwater Partners is a business management and consulting firm. As your personal CFO and financial quarterback, we organize, oversee, problem solve and administer everything from day to day operations to mid and long range planning issues. We offer comprehensive services for entertainment and fast track professionals, business entrepreneurs, retired individuals and their respective family owned loan out companies and business entities.

Traditionally, business management services have been reserved for high income earners and high net worth individuals and families because the costs are high. CPA firms who offer services at lower costs, often only manage certain elements of your finances and operations because they operate primarily as a CPA and tax advisor.

Brentwater Partners is different. We oversee everything. And we often provide our services at a lower cost than a traditional firm. We can scale up or down depending on your needs at any give time because of our network of professional resources and expertise. We give you a 360 degree financial and operational perspective before you make a major decision.

BRENTWATER SERVICES
OPERATIONS & REPORTING

Oversight of all financial transactions
Coordination with your advisory team
Cash management
Data aggregation
Bill payment
Financial record keeping and reporting
PLANNING

Create short, medium and long-term financial plans

Walk with you through the world of investments, real estate, insurance and estate planning

Educate you to make the best, most well-informed practical and strategic decisions

RESOURCE LIAISON & ANALYSIS

Identify, build and manage financial and operational teams as needed with CPA’s, investment advisors, lawyers, insurance and real estate brokers, property managers, and others

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