Call Me When...

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

Call Me When... you need to raise debt capital or engage in m&a

Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Call Me When... organizations need to save money and time so they can improve their EBITDA

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

Call Me When... Always in the market for LMM deals in the industrial sector and investors who like this space.

Call Me When... a multi-generational family business needs to improve its value in preparation for an exit

Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Call Me When... You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

Call Me When... companies are looking for a banking expert to help strengthen liquidity and secure debt for acquisitions, equipment and Real Estate

Call Me When... 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

Call Me When... you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Call Me When... an influencer, creator, media, marketing, or online entrepreneur wants to increase their impact, avoid unnecessary taxes and secure financial independence by unlocking the value of their business.

Call Me When... It's time to see what your business is worth and take it to market

Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.

Call Me When... You need an expert in business valuation, purchase price allocations and/or financial forensics.

Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

Call Me When... client is seeking to build a plan for managing wealth (pre or post-sale).

Call Me When... 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.

Call Me When... your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Call Me When... If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.

Call Me When... If you are interested in restructuring or selling your business