Financial Planning (E1609399)

Quantive's Founder, Dan Doran, is a Certified Valuation Analyst and seasoned valuation professional. His team has performed valuations on a wide range of businesses and industries throughout the U.S.  With a background in M&A, Mr. Doran is highly attuned to determining a realistic market value of each client.  As a Certified Exit Planning Advisor, he assists companies in initiatives aimed at growing enterprise value. Mr. Doran has been published by a variety of publications including Crain’s, Virginia Business Journal, NJBiz, Banking New York and Construction Business Owner Magazine.

Sarah Beane Ricca, CFP® has spent her career focused on client service and aligning solutions to help meet client needs. Using her background in management consulting, ethics and leadership, Sarah strives to help her clients live more meaningfully through in-depth financial planning and wealth management.

Known for her endless energy, Ms. Ricca is passionate about conducting a professional and effective discovery process and helping to address her client’s financial planning and investment management needs. She is firmly committed to long-term client relationships and serves a range of clients & their families including corporate executives and entrepreneurs, as well as sports, media and entertainment professionals. Ms. Ricca’s clients are passionate about what they do, and she listens carefully to client goals, core values and concerns. Based on this input, Ms. Ricca works to help her clients achieve their financial objectives in the areas of wealth protection, retirement planning and cash management. Ms. Ricca’s clients appreciate her holistic approach and ability to make working together as simple and easy as possible. She is a frequent lecturer on topics such as Asset Allocation, Investing, Women & Wealth, Financial Planning, Raising Financially Savvy Kids and other investment related subjects.

Ms. Ricca believes in finding a balance between work and family, and is dedicated to helping the community with the same passion she has for business. She is a co-Founder of the Bergen County Professional Women’s Network, and recently served as the President of the Junior League of Bergen County, where she has been a member since 2000. Ms. Ricca is also a member of the Board of Governors for Ramapo College of New Jersey and the Valley Hospital Professional Advisory Committee. In her spare time she enjoys tennis, skiing, volunteering and spending quality time with her family in Bergen County, NJ and Southampton, NY. Ms. Ricca graduated cum laude from Wellesley College with a double major in Economics and American Studies, where she also won the Joseph A. Lambie Prize in Economics.

Ms. Timmerman is a business appraisal expert with a primary focus servicing lower-middle market businesses. Throughout her tenure, Ms. Timmerman has performed valuations for hundreds of companies spanning various industries to include niche manufacturing, wholesale, service, and retail businesses. She provides valuation services for gifting and estate planning, shareholder buyouts and disputes, merger and acquisition considerations, buy-sell agreement development, divorce, litigation, and financing among many other purposes. Ms. Timmerman is a Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts (NACVA). She is also an active writer on valuation subject matters and has recently been featured on platforms such as Banking.com and Axial.