You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
A business needs help with administrative tasks, bookkeeping, marketing or human resources on an as-needed basis. We have an Angel for that!
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You need a corporate attorney
You want to sell your company, understand the sale process and understand value.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
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