Mr. Rosenfarb serves as a Transition Architect, thoughtfully designing a plan for owners to maximize the after-tax value of their company, achieve financial security and maintain family harmony. Equally importantly, he assists in the restructuring and deployment of a family’s human and financial capital with the ultimate goal of maximizing prosperity.
In addition, Mr. Rosenfarb operates Freedom Wealth Advisors a multi-family office recognized by The CPA Wealth Provider for innovation in financial planning. Noah’s holistic approach to wealth management helps clients feel more comfortable, confident and secure about their financial future, thereby meeting the firm’s vision of Financial Freedom.
Prior to creating Freedom, Mr. Rosenfarb was Partner at a CPA firm that went on to merge with Marcum, LLP. He began his career there by helping business owners increase income, profits, cash flow and the value of their companies. He accomplished this by co-creating strategic business plans and developing and implementing performance based compensation systems.
Clients relied on Mr. Rosenfarb to provide negotiating strategy and guidance for merger, acquisition and divestiture activity. He applied these same principles to help his firm grow from $2.5MM and 12 people when he joined the firm to $15MM and 70 people when he left 9 years later.
Mr. Rosenfarb has testified in numerous courts as an expert witness and has lectured on technical topics such as business valuation, exit planning, personal productivity, investments, estate planning and family office services. He is the author of EXIT: Healthy, Wealthy and Wise and co-hosts the Divestopedia podcast where he is both a contributor and Advisory Board member.
Mr. Rosenfarb is currently enrolled at Soul Purpose Institute, where he studies how to maximize personal productivity and deliver uncommon value to clients. He is a graduate of Money Quotient, where he learned to integrate financial life planning with traditional financial planning and Rutgers College, where he obtained a degree in Accounting and a minor in Philosophy.
- Jan26 Acquire or Be Acquired: Bankers Conference January 2019
- Mar20 M&A Conference at Wharton San Francisco - March 20-21 2019
- Apr11 TMT M&A Forum USA 2019 - April 11
- Apr23 Mergers and Acquisitions Conference San Diego - Apr 23-26 2019
- May05 2019 Agency Ownership Summit - Mergers and Acquisition Workshop - May 5-7 2019