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Planned Value Team

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Planned Value Team

Team Members

Leadership

With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.

Michael Crowley

CEPA, Partner

Michael Crowley

CEPA, Partner

With over three decades of dedicated service, Michael Crowley brings a wealth of knowledge and expertise in the business realm. As a proactive consultant for Planned Value Group, he specializes in enhancing the intangible capitals – human, customer, structural, and social – which collectively constitute 75% of a company’s value. Michael's professional ethos centers around teamwork, ensuring that Planned Value Group operates seamlessly and effectively. He is committed to preventing business closures and facilitating successful transitions for all clients. Beyond his professional commitments, Michael is an enthusiastic sports aficionado and enjoys spending quality time with his family and loved ones.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Jake Crowley

CEPA, Partner

Jake Crowley

CEPA, Partner

Jake Crowley, a seasoned business professional, has a rich background in property and residential development. With over a decade of experience, he served as Principal/Operations Manager at AH Painting, playing a pivotal role in the company's remarkable growth, culminating in its successful sale in 2022. Currently, as a Managing Member at Chief Properties for six years, Jake leads a team focused on Value Acceleration at Planned Value Group. With dedication, he systematically improves and measures human, customer, structural, and social capitals within businesses. Beyond his professional pursuits, Jake is an active individual dedicated to jiu-jitsu training and enjoys skiing and sports games with friends and family.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Dennis Crowley, Esq.

Partner

Dennis Crowley, Esq.

Partner

Dennis Crowley, Esq. is a distinguished business leader known for his exceptional skills in scaling and innovating within the technology and service sectors. As a founder of Apollo International, he played a pivotal role in the company's development, serving as President and guiding it through a successful sale to Allied Universal. Post his tenure at Allied Universal, Dennis has been instrumental in aiding early-stage technology companies, focusing on developing and marketing cutting-edge software solutions.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Madison Ali, M.A.

Marketing Specialist

Madison Ali, M.A.

Marketing Specialist

Madison Ali joins PVG as a Marketing Coordinator with knowledge of running multiple campaigns in the fields of healthcare, construction, and athletics. She is currently completing her Integrated Marketing Communications Masters Degree (IMC) alongside improving and adapting the marketing strategies of her clients. Madison is committed to creating impactful strategies that empower clients to thrive with a keen eye for detail and a genuine care for client success.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Advisory

Dana Watkins

CEPA, Business Advisor

Dana Watkins

CEPA, Business Advisor

As CEO of Due North Enterprisis, Dana understands business owners often spend decades of their life pouring blood, sweat, and tears into their companies. Yet only 20-30% of companies that go up for sale, actually succeed in selling. With years of expertise in banking, financial planning, buy-side, and sell-side M&A, Dana helps owners prepare their companies for sale, increases the probability of successfully selling, and helps owners unlock the wealth in the business for retirement or the next project. This is achieved through targeted improvements and financial strategies that increase the attractiveness of a company to buyers. Dana specializes in creating strategic exit plans by working closely with clients to assess their needs, increase business value, construct succession strategies, and optimize tax outcomes while ensuring you’re ready for a smooth and successful exit when the time comes. In her personal life, Dana enjoys time with her family of five children, boating, and traveling.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Jackson Zuch

Digital Media Consultant

Planned Value

CFO/CPA

Planned Value

CFO/CPA

Trusted CFOs and CPAs specialize in guiding business owners through the complexities of tax strategy and financial optimization. Our role is to help you navigate key transitions whether you're scaling your business, preparing for a sale, or restructuring for growth. We develop personalized tax strategies that minimize liabilities and maximize profitability. We focus on proactive planning and smart structuring, ensuring your business remains agile, compliant, and positioned for long-term success while you keep more of what you earn.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Andrew Zickell, MBA

Business Advisor

Andrew Zickell, MBA

Business Advisor

Driven and entrepreneurial sales executive and innovation leader with deep expertise in creating new products, services, and lines of business, having designed and executed 9 successful business plans throughout his career that energized organizational growth. Develop and execute sales strategies to reduce costs and increase sales. Cultivate strategic partnerships, channel partners and long-term relationships with internal and external stakeholders. Employ an innovative approach and strong decision-making skills to evaluate and mitigate risks, while serving as trusted brand champion while leading with humility, transparency, and accountability.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Transition

Briana Berg

CVA, CEPA

Briana Berg

CVA, CEPA

Briana Berg is the founder of The Valu Gap, a firm specializing in business valuations for privately held companies preparing for a sale, succession planning, or estate and gifting strategies. She holds a Bachelor’s degree in Business from Rocky Mountain College of Montana and is both a Certified Valuation Analyst (CVA) and a Certified Exit Planning Advisor (CEPA). As an entrepreneur who has built, grown, and successfully exited her own businesses, Briana understands firsthand the complexities of selling a company. She leverages her expertise to help business owners determine their company’s value, assess their market position, and prepare for a successful transition. Outside of work, Briana enjoys staying active, seeking adventure, exploring great food, and spending quality time with her family.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Tony Pompeo, MBA

M&A Advisor

Tony Pompeo, MBA

M&A Advisor

Tony is an experienced business professional and entrepreneur who has owned multiple businesses in the distribution, trucking, sports entertainment and consumer education Industries before joining Sunbelt Business Brokers. In his most long-standing business, Tony acquired, managed and grew a Boston based distribution company, successfully steering the company through the Great Recession and the Global Pandemic, ultimately selling the company to a private equity group. His experience, education, work ethic and communication skills enable Tony to truly understand business owners’ challenges. Tony received his MBA from Babson College and has given multiple lectures at Babson on the topic of Entrepreneurship Through Acquisition and the M&A process. Tony also served in the United States Marine Corps.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Joe Zanca

Private Equity Consultant

Joe Zanca

Private Equity Consultant

With a deep passion for deal-making and business growth, Joe Zanca serves as the Managing Partner at DealGen Partners, a firm specializing in buy-side M&A. Since its inception three years ago, DealGen has successfully facilitated over $200 million in acquisitions, helping private equity firms and strategic buyers source and close high-value deals. Before founding DealGen Partners, Joe launched OnDemandStorage.com from his dorm room at Babson College, where he was also a four-year member of the baseball team and served as captain in his senior year. He spent seven years as a Partner and COO, scaling the company before successfully exiting the business. Joe thrives on building relationships, structuring creative deals, and delivering results. Outside of work, he enjoys spending time with his family and golfing as often as he can.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

Billy Giannouloudis

Life Coach

Billy Giannouloudis

Life Coach

Billy Giannouloudis is a transformational life coach, speaker, and personal development expert dedicated to helping individuals break through limitations, build confidence, and create lasting success. With years of experience coaching professionals, students, and athletes, Billy specializes in mindset development, emotional intelligence, and self-mastery—guiding his clients to unlock their full potential and take control of their lives. As the creator of The Mental Edge and The Blueprint to Confident Leadership, Billy has empowered countless individuals to overcome challenges, develop resilience, and achieve their personal and professional goals. His coaching approach is built on actionable strategies, personalized guidance, and an unwavering belief that growth begins with the right mindset and faith in the right action. Whether you’re looking to gain clarity in decision-making, break free from self-doubt, or take your career and personal life to the next level, Billy provides the tools and accountability needed to make meaningful, lasting changes. His coaching is not about quick fixes—it’s about real transformation that leads to confidence, success, and a renewed sense of purpose.

Phone:+1 (508) 639-8728
Email:info@plannedvalue.com

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