Call Me When... A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning 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... 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... seeking legal and tax advice for business owners and high net worth individuals in the areas of estate planning, estate and trust administration/litigation, asset protection, business succession and pre-sale planning and charitable giving.

Call Me When... Call me to reduce business expenses by optimizing the cost of common services. An optimized business spends every dollar in a way that strengthens the business and increases profits.

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

Call Me When... You are seeking financing to either buy or sell a business

Call Me When... you are seeking commercial financing

Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

Call Me When... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.

Call Me When... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

Call Me When... you and your clients are looking for ways to maximize the impact of their philanthropy

Call Me When... You are thinking about thinking about selling your business.

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... client wants to buy or sell a business.

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... A business owner wants to work on the business as well as in the business.

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.

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

Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

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 find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Call Me When... you or your client wants to create or maintain a legacy.

Call Me When... A client who would benefit from legal advice and counseling in the areas of business succession planning, buy-sell agreements, or mergers or acquisitions, or any of my other practice areas.