Call Me When... you have accounting/audit/tax or business planning needs.

Call Me When... you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.

Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.

Call Me When... Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

Call Me When... client wants to buy or sell a business.

Call Me When... We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.

Call Me When... We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

Call Me When... If you are forming a new business, your business is not growing or you want to exit your business

Call Me When... Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

Call Me When... you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.

Call Me When... you or clients need planning based,family wealth management.

Call Me When... You meet a business owner who wants to improve business performance, grow, increase enterprise value, and reclaim balance in their life. We create optionality for business owners to execute the exit they want, on their own terms.

Call Me When... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

Call Me When... you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

Call Me When... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

Call Me When... CEO Coaching / Senior Leadership Development

Call Me When... you want financial peace of mind and a clear and realistic vision of your financial future.

Call Me When... you are looking for advisory, assurance or tax services related to an acquisition or a planned exit from an investment.

Call Me When... When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.

Call Me When... you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

Call Me When... You would like to discuss tax-beneficial, targeted, and meaningful philanthropic support in the Northern Virginia region and beyond.

Call Me When... You have a client in need of exit prep, valuation, or sell-side M&A help

Call Me When... There are personal Insurance needs

Call Me When... when you need the counsel of a business attorney with over 40 years experience working with growing businesses from formation thru successful exit or succession.

Call Me When... I provide M&A advisory services to lower middle market companies. Call me when you have a client who is thinking about selling.