Call Me When... No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.

Call Me When... you need a 1031 exchange

Call Me When... Founders/Owners are pre-sale and want to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also introductions to Raymond James Investment Bank and financial sponsors

Call Me When... A business owner wants to understand his or her liquidity options and is interested in a targeted and confidential process to maximize shareholder value.

Call Me When... you need an CPA firm resource for your accounting needs!

Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Call Me When... Business structuring, as well as buying and selling companies

Call Me When... We help leaders find the right talent for their growing organizations every single time, with custom talent searches.

Call Me When... someone is asking about me; there is a special opportunity; to be invited to present

Call Me When... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

Call Me When... A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.

Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.

Call Me When... in need of a CPA and CEPA

Call Me When... Family Office and Trust Services

Call Me When... Small tyo Medium companies need help growing their sales numbers

Call Me When... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit

Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies

Call Me When... 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.

Call Me When... Sales growth, sales training, sales hiring, outsourced sales leadership

Call Me When... any

Call Me When... you would like to sell or buy a business

Call Me When... There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready

Call Me When... My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).

Call Me When... clients are considering selling or purchasing a business and need legal counsel to advise them on the legal ramifications of their deal.

Call Me When... clients have liquidity events and are looking for planning and investment advice.