Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Branding, marketing and visibility

You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.

You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.

Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

you want to sell your company, understand the sale process and understand value.

your client wants to reduce taxes and give back as part of the exit process.

Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!