You need to assess and address the key talent and retention risks in a company.

You need the services of an experienced business and corporate lawyer.

When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.

You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing

Legal Services are needed.

Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

You have questions about the value of your company or are interested in discussing the future.

We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

Always in the market for LMM deals in the industrial sector and investors who like this space.

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

You need to generate creative options to meet the owners' objectives.

Your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.

You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan

You are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

You are in need of a holistic financial plan incorporating all of the moving parts of your life, personal, business, estate, tax and investments.

If you are forming a new business, your business is not growing or you want to exit your business

A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Valuation needs arise for book, tax, pre-/post-transaction, or estate planning purposes.

Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

Buying or selling a business

You are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

You have accounting/audit/tax or business planning needs.

You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

You need to enhance your business valuation.

You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.

Feel free to contact me if you have questions regarding the planning or execution your business succession.

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

You would like to know how a bank views a particular transaction, and different financing options available.

You or your client wants to sell your business, buy a business, understand value, and or raise capital.

A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

You want to pre-experience wealth creation/transfer decisions and need help navigating complexity

A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

You need an expert in business valuation, purchase price allocations and/or financial forensics.

At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

You need a trusted advisor who can help with your financial goals and transactions

You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals

Need a wealth advisor with the insights and experiences of a business owner and a management consultant

You have a question on employee and HR concerns.