Call Me When... You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

Call Me When... You know a private equity firm or independent sponsor investing in the lower middle market looking for cashflow based senior debt financing, nationally.

Call Me When... You are looking to develop a strategic plan to build the value of your business.

Call Me When... I'm a trusted advisor to business owners looking to build or transition their business, and a seasoned corporate attorney with 35 years advising companies, entrepreneurs, and investors on M&A, financings, and operational matters.

Call Me When... You want to save taxes

Call Me When... When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

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... Your privately-held or family-owned business needs assistance with everyday legal needs or transformational transactions.

Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

Call Me When... Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.

Call Me When... Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.

Call Me When... Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

Call Me When... You have any questions about you or your clients personal financial situation, estate, investment, and cash flow planning pre or post sale.

Call Me When... Your client needs an executive search to get a successor in place.

Call Me When... after 3pm

Call Me When... You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Call Me When... Whenever a shareholder in a privately-held business is looking for a liquidity event.

Call Me When... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Call Me When... Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.

Call Me When... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.

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... There is any question regarding real estate or financing.

Call Me When... A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

Call Me When... You or a client want to discuss the benefits of an ESOP as a business transition or exit strategy