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your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
You are ready to start to prepare your business for sale for a confidential consultation!
A Founder owned business is looking for an investor or exploring a sale of their business.
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
Bronze Sponsors
you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits
you need help with your business space / property (buy, sell, lease, develop)
Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition
Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").