Family Business

Jeff Getty is Chief Tax Strategist at Callan Family Office, advising ultra-high net worth families, entrepreneurs, and private investors on complex tax, structuring, and transition strategies. A tax attorney and M&A adviser for nearly 30 years, he has led hundreds of successful transactions, designing forward-looking plans that protect and enhance after-tax value from early-stage growth through exit and beyond.

Dan Glickberg is a partner at PG Investment Partners, a lower middle market private equity firm that takes an operationally intensive approach to value creation. Previously he was Vice President and 4th generation owner of Fairway Market, a grocery chain in New York City. With the help of Sterling Investment Partners he helped grow the business from a small, family owned chain of 3 stores and $200M in revenue to a publicly listed chain of 12 stores and over $750M in revenue. Dan was an also investor on the Food Network Show Food Fortunes, a venture capitalist, and a strategic consultant.

Max is a Partner at Aprio and serves as the firm’s Northeast Transaction Advisory Leader, with a key focus on expanding Aprio’s presence in the Philadelphia market. As an M&A Partner, he leads growth initiatives across the region while advising on complex merger and acquisitions. With over 20 years of experience, Max supports private equity sponsors, venture capital firms, family offices, and strategic companies through all stages of the deal lifecycle.

Throughout his career, Max has advised on more than 700 transactions, with enterprise values from $2 million to $6 billion. He has led engagements across the full deal lifecylce, from initial strategy and transaction positioning through execution and close.

Prior to joining Aprio, Max founded and scaled a national M&A Advisory practice and has held leadership roles at top five accounting firms. His responsibilities included due diligence (buy-side and sell-side), sell-side readiness, valuation support, working capital analysis, restructuring advisory, and strategy and legacy consulting.

Max holds a Bachelor of Science in Accounting from Susquehanna University. He is active in the Philadelphia business community. Max currently serves on the board of the Philadelphia Chapter of the Exit Planning Institute (EPI) and previously served as an executive board member and treasurer for the Philadelphia Chapter of the Association for Corporate Growth (ACG) from 2018 to 2025.

Mark Piscitelli Jr. is a Partner at PG Investment Partners, a lower middle market private equity firm that creates value through an operationally intensive approach. He has served as CFO and consultant to investor-backed, family-run, and publicly traded companies across healthcare, logistics, and distribution, leading finance transformation, systems implementations, and growth capital initiatives.