Find an Advisor

Call Me When... Small business acquisition opportunities, particularly in the insurance industry

Call Me When... We help closely held family businesses reduce their tax burden.

Call Me When... A client is looking to increase the performance of their business financially and operationally.

Call Me When... You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.

Call Me When... opportunities in the financial management field in its broader sense arise

Call Me When... You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

Call Me When...

Call Me When... you need to understand the value of your business and options to create liquidity

Call Me When... Call me when you want to reach me or want my thoughts on an initiative or potential client issue.

Call Me When... you a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions

Call Me When... We'd love to help when the obvious need for a fractional CFO services arise or more specifically when friends are having difficulty in obtaining timely, relevant, and accurate financial information.

Call Me When... You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

Call Me When... Fractional CFO since 1995, starting in Silicon Valley, now Nashville. Experienced with privately held companies in sales transactons - due diligence requests, preparation of financial statements, planning for the transaction.

Call Me When... you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

Call Me When... A Seller of a Business needs to enhance the value of their exit through org structure optimization and by clarifying the culture of the business, improving alignment to the purchaser and it's employees.

Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.

Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)

Call Me When... clients have liquidity events and are looking for planning and investment advice.

Call Me When... Entrepreneurial Business owner is looking for unique ideas on overall planning to mitigate tax, protect assets, and transfer wealth.

Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.

Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Call Me When... You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

Call Me When... Tax planning and compliance, reviewed and compiled financials, monthly accounting assistance, CFO viewpoint and advisory consultation

Call Me When... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Call Me When... Call when your client needs sophisticated wealth planning or complex lending.