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Annual Sponsors
your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
You are ready to start to prepare your business for sale for a confidential consultation!
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
A Founder owned business is looking for an investor or exploring a sale of their business.
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Bronze Sponsors
You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Feel free to contact me if you have questions regarding the planning or execution your business succession.
The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.
Helping my clients achieve financial peace of mind.
a client is experiencing a liquidity event and looking for comprehensive advice to support their overall financial health. (Wealth Management, Trust/Fiduciary Services, Lending, Private Banking and Family Office Services.)