Call Me When... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

Call Me When... HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management

Call Me When... Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.

Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to maximize capital structure...

Call Me When... You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

Call Me When... You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.

Call Me When... a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

Call Me When... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Call Me When... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Call Me When... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)

Call Me When... you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

Call Me When... Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

Call Me When... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

Call Me When... in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

Call Me When... a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes

Call Me When... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)

Call Me When... You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work

Call Me When... I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.

Call Me When... Your clients need help making more money and increasing the equity value of their business.

Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Call Me When... You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.