Tri-State Gold Sponsors

Tri-State Silver Sponsors
Tri-State Bronze Sponsors



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.



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



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



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



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



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



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.



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.
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Some astonishing advances in information technology have made big headlines in recent months. You probably don’t need me to recap those headlines… but I want to ask you to pause to consider a single, sobering question those headlines have given rise to among sales professionals. Some of us ask this question out loud. Some of…
The 2023 Sales Dilemma Susan Powers, Peak Sales/Sandler Salespeople have never had a greater advantage and opportunity than they do today. They can secure even greater advantages and opportunities with each passing day. That’s because artificial intelligence, machine learning, and technology continue to make advancements that help salespeople develop closer and stronger relationships…
Do you want to get rich quickly? Very simple: Buy a business for its actual value, and sell it back right away for what the business owner values it. Many business owners overvalue their own business (after all, isn’t your business the most beautiful baby in the world?). What do you need to pay attention to…
In today’s ever-expanding “gig economy,” outsourcing entry-level tasks and job roles has become commonplace. But a growing number of organizations are exploring and adopting outsourcing for higher-level functions, too. Small to mid-sized sales organizations are increasingly outsourcing the sales function – from the sales rep role to executive sales management – and finding success with…
🤔What is your question-to-statement ratio? 🎓Register for our CEO Workshop about “How to be a better coach for your team” on Tuesday, May 2nd at 12 pm EST on Zoom. Register now! 😓Leaders can’t be great CEOs UNLESS they spend less time giving advice, and more time asking great questions. The issue is that many…
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…
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Tri-State Gold Sponsors



Tri-State Silver Sponsors
Tri-State Bronze Sponsors



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.



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



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



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



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



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



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.



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.
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