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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
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
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
A business needs a financial leader to increase the value of the company
You or your client wants to sell your business, buy a business, understand value, and or raise capital.
I help turn good ideas into good businesses, via an integrated platform that assists with raising growth capital, as well as building all of the elements required for a successful business.
a business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
A private business is seeking capital or corporate finance advice
Silver Sponsors
A business needs a financial leader to increase the value of the company
You or your client wants to sell your business, buy a business, understand value, and or raise capital.
I help turn good ideas into good businesses, via an integrated platform that assists with raising growth capital, as well as building all of the elements required for a successful business.
a business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
A private business is seeking capital or corporate finance advice
Bronze Bronze Sponsors
A business needs a financial leader to increase the value of the company
You or your client wants to sell your business, buy a business, understand value, and or raise capital.
I help turn good ideas into good businesses, via an integrated platform that assists with raising growth capital, as well as building all of the elements required for a successful business.
a business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
A private business is seeking capital or corporate finance advice