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

Tri-State Silver Sponsors
Tri-State Bronze Sponsors



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



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.



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
Gold Sponsors
Silver Sponsors
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.