Find an Advisor

Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).

Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing

Call Me When... you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits (at more attractive terms).

Call Me When... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.

Call Me When... A business owner is looking to exit their business.

Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments

Call Me When... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training

Call Me When... 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... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Call Me When... You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Call Me When... A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.

Call Me When... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Call Me When... Needed

Call Me When... businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.

Call Me When... you need help building consensus and making decisions as part of a group

Call Me When... you need any audit or consulting services

Call Me When... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

Call Me When... You want to raise capital in good times or bad and when ready to sell your business.

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

Call Me When... you need quality, affordable legal advice for a business that is considering a transaction, entering into a transaction, or wants to better position itself for a future transaction.

Call Me When... companies want to sell or raise capital

Call Me When... you are looking for employee stock ownership plan (ESOP) options for your company.