Find an Advisor

Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work

Call Me When... My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).

Call Me When... you have a situation that may require valuation expertise such as business valuation

Call Me When... Someone needs business strategy advice, transformation, and a financial pro-forma to grow

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... Call me when....clients are approaching a liquidity event.

Call Me When... need capital for management buyouts, partner buyouts, acquisitions, growth

Call Me When... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

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... you have any legal questions for your business from start-up through daily operations to wind-down.

Call Me When... There are networking opportunities

Call Me When... Anytime

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

Call Me When... you have a business owner that needs confidence they can plan for a work options lifestyle. Good business strategy is always exit planning.

Call Me When... Call me when you're ready to strategically plan your business exit for maximum value and a smooth transition. We specialize in guiding owners to successful exits

Call Me When... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

Call Me When... You have questions and thoughts regarding commercial real estate.

Call Me When... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.

Call Me When... A Business Owner is looking to sell all or part of the business, or seeking a financial partner. .

Call Me When... organizations need to save money and time so they can improve their EBITDA

Call Me When... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.

Call Me When... When employers are tired of guessing why their healthcare costs are increasing.

Call Me When... when you aren't getting what you want from your business.

Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

Call Me When... 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.)