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Gold Sponsors
Investments, estate planning, liquidity events, managing cash
Silver Sponsors
To prevent legal issues from becoming an obstacle to your professional and business success.
A business owner is considering selling their privately held business and seeking professional representation
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
You are trying to grow your business and planning for the eventual exit.
Bronze Sponsors
When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.