Raleigh Office
BUSINESS FINANCE CONSULTANT
DENISE BEARD

Denise Beard brings more than 25 years of experience in the field of financial management and analysis. Denise has worked with companies of all sizes, ranging from Fortune 500 companies to much smaller owner-operated companies, and has also owned and run her own company. She enjoys working with business owners, helping them to improve their companies through enhanced financial performance and strategic planning. Denise is passionate about helping her clients achieve their financial business goals.

Denise is a graduate of Purdue University, and lives with her family in the country outside of Raleigh, NC.

deniseb@easysba.com
919-376-2921

Jeff MacAdam | Managing Partner, The Bridlebook Group

“After no success with several lenders, I brought the deal to Denise. She was focused, knowledgeable, and knew exactly where to place the loan. without Denise and DFS, I do not believe the deal would have gotten done. I highly recommend her to other business brokers, business buyers, or anyone else looking for SBA financing.”
BUSINESS FINANCE CONSULTANT
SHIRLEY POLANCO

Shirley Polanco is a business advisor here at DFS that joined us in 2019. She has prior experience working in finance. She has an education in accounting and finance from Ashford University. She is fluent in Spanish and speaks a little French. In her spare time she likes to read and spend time with family.

shirleyp@easysba.com
919-376-2919

Tom MacPherson | Business Broker, Summit Acquisitions Group

“Thanks for all your help on this transaction. You are a true professional.”
BUSINESS FINANCE CONSULTANT
MATTHEW LYON

Matthew Lyon is a business advisor here at DFS that joined us in 2020. He has prior experience working in banking. He has an education in finance and entrepreneurship from Western Carolina University. In his spare time he likes to read, play sports, and follow financial markets.

mattl@easysba.com
919-376-2923