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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've hit the ceiling in your business and need to break through to the next level
I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Your cofounder and family business clients are mired in the disruptive relationship dynamics that complicate and slow down business transactions.
You know a business owner that is looking to add employee benefits, get insurance, is thinking about retirement, or would like a valuation of their company! Also, personal Financial Planning for families trying to grow their wealth!
Silver Sponsors
You've hit the ceiling in your business and need to break through to the next level
I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Your cofounder and family business clients are mired in the disruptive relationship dynamics that complicate and slow down business transactions.
You know a business owner that is looking to add employee benefits, get insurance, is thinking about retirement, or would like a valuation of their company! Also, personal Financial Planning for families trying to grow their wealth!
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor