Call Me When... 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.

Call Me When... 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.

Call Me When... If you need help to reach your business and personal goals. For 30+ yrs, I’ve worked tirelessly to generate profitable commercial expansion. I pride myself on developing trusted relationships to enhance and drive business outcomes and success.

Call Me When... You have corporate/business legal needs. We are a business transaction law firm with a focus on mergers and acquisitions, supply chain contracts, commercial real estate and business succession planning.

Call Me When... Investments, estate planning, liquidity events, managing cash

Call Me When... You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies

Call Me When... You are looking for guidance on transitioning your business and need help figuring out how to make that happen and what’s next. NRP is a can provide wealth strategies and private bank services for individuals and closely held businesses.

Call Me When... Business leaders facing complex financial decisions, mergers, acquisitions, or succession planning can rely on TMG Solutions Advisors. Specializing in tailored solutions, they ensure businesses achieve financial stability and growth.

Call Me When... a client needs help raising capital, exiting their business or looking to acquire other businesses.

Call Me When... I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.

Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development

Call Me When... 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.

Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.

Call Me When... I specialize in working across generations to help families address the emotional aspects of financial decision-making.

Call Me When... you a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions

Call Me When... 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.

Call Me When... you need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.

Call Me When... Financial Planning

Call Me When... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed

Call Me When... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.

Call Me When... You need more accurate, timely or relevant financial records or reporting

Call Me When... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.

Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Call Me When... Someone is starting, buying, scaling, or selling their business and wants legal protection.

Call Me When... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning