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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
you or your client are in need if business valuation services.
Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.
Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Silver Sponsors
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Bronze Sponsors
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.