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Platinum Sponsors
your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Gold Sponsors
Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Silver Sponsors
If you are forming a new business, your business is not growing or you want to exit your business
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible