Fri, Jan 21st, 2022 ⋅ 10:00am (EDT)
Thu, Jul 30th, 2020 ⋅ 12:00am (EDT)
Tri-State Platinum Sponsors

Tri-State Silver Sponsors



Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit



Tri-State Bronze Sponsors



When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees



Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.



You need a professional to discuss your business ownership exit planning options.
Gold Sponsors



An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors



You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.



You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.



You have any kind of banking need or general question.
Bronze Sponsors



A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.



A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.