Call Me When... a client needs legal assistance with business succession, pre-exit planning, representation on an exit, or post-exit estate or investment strategies.

Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.

Call Me When... 512-426-9780

Call Me When... exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits

Call Me When... you are looking to raise capital, sell your company/buy a company

Call Me When... You want to increase the value of your company by growing revenue in an efficient and scalable way.

Call Me When... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..

Call Me When... a business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.

Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.

Call Me When... Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.

Call Me When... A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business

Call Me When... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses

Call Me When... You plan to sell your company

Call Me When... businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

Call Me When... The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.

Call Me When... Business owners seeking holistic financial planning & wealth advisory

Call Me When... you have a need for holistic wealth planning and investment management before and after an exit.

Call Me When... My primary objective is building and integrating value creation for founders, portfolio company executive leadership teams, investors, and stakeholders through operational expertise in organizational infrastructure and design implementation

Call Me When... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.

Call Me When... Business owners are frustrated with their people, profits, growth or control

Call Me When... You're considering an exit and know you need to build up your brand equity and visibility.

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... Raising capital via private placements and valuations for estate planning, shareholder disputes, m&a and other litigation

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

Call Me When... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.