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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
you want to explore the intersection of corporate and personal planning.
A business owner needs help to scale their revenue ahead of an exit by building a reliable sales process, sales infrastructure and sales strategy with the right sales leadership.
It's time to see what your business is worth and take it to market
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Silver Sponsors
you want to explore the intersection of corporate and personal planning.
A business owner needs help to scale their revenue ahead of an exit by building a reliable sales process, sales infrastructure and sales strategy with the right sales leadership.
It's time to see what your business is worth and take it to market
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor