Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.

Call Me When... You need to decide if you will have enough, will it remain enough, and who should eventually get it.

Call Me When... Call anytime - I specialize in QofEs (buy and sell-side), Business Valuations, and the traditional auditing and taxation services

Call Me When... 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.

Call Me When... You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

Call Me When... You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.

Call Me When... your client wants to reduce taxes and give back as part of the exit process.

Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Call Me When... Business owners are uncertain how to transfer their knowledge to other sales people to increase the value of the business or unsure how to create process to show predictable revenue forecasts based on historical sales performance.

Call Me When... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.

Call Me When... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.

Call Me When... You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.

Call Me When... businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

Call Me When... Needing to marry investment management with true, holistic financial planning.

Call Me When... 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.

Call Me When... We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!

Call Me When... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA

Call Me When... Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.

Call Me When... you have questions about the value of your company or are interested in discussing the future.

Call Me When... a client needs Strategic CFO services on an interim basis (full time for a short period), fractional services(less than full time) or for a project such as due diligence., fractional (

Call Me When... Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)

Call Me When... there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.

Call Me When... the value of a business or business interest drives a material decision in your client's life.

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.