Call Me When... You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

Call Me When... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way

Call Me When... There is any question regarding real estate or financing.

Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.

Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

Call Me When...

Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.

Call Me When... an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

Call Me When... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.