Clients have needs to be addressed in an exit plan that involve life insurance.

You have a need for holistic wealth planning and investment management before and after an exit.

You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.

You need guidance on how to plan for your financial future as a result of a potential liquidity event.

Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion

You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

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.

Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.