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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 need advice on selling your business, expanding or restructuring the business.
I lead a team of brokers in healthcare sell-side advisory with a focus on dental, veterinarian and MedSpas. We handle the valuation, marketing , procuring of qualified buyers, negotiation of terms and closing for our clients.
a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
Bronze Sponsors
You need advice on selling your business, expanding or restructuring the business.
I lead a team of brokers in healthcare sell-side advisory with a focus on dental, veterinarian and MedSpas. We handle the valuation, marketing , procuring of qualified buyers, negotiation of terms and closing for our clients.
a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing