Call Me When... A business owner is ready for a transition but not sure of the right path to follow.

Call Me When... companies are seeking growth strategy, marketing, and communications pre, during and post transaction

Call Me When... Transactional attorney focused on M&A, business, corporate, contracts, private placements, commercial real estate, and entity structuring.

Call Me When... Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.

Call Me When... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach

Call Me When... you have a client in need of tax compliance and consulting. We can assist with succession planning, asset transfers, wealth preservation, and charitable giving.

Call Me When... a Family or privately-held business owner is seeking solve business challenges, to grow, or to exit their business.

Call Me When... at the office during the day.

Call Me When... You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.

Call Me When... Wealth Management / Private Equity / Alternative Investments / Family Office

Call Me When... Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.

Call Me When... You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or obtaining financing.

Call Me When... Visual analytics are needed for company growth or data room / due diligence

Call Me When... you need a commercial lender and banker

Call Me When... your client needs an attorney to buy or sell their business.

Call Me When... Private Companies - Passthrough - Closely Held - Middle Market

Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.

Call Me When... you anticipate realizing a liquidity in the next 24 months.

Call Me When... You are identifying successors, need to align a leadership team, or integrate additions to your team.

Call Me When... You have a client that is looking to sell their business. We help owners and founders sell their business confidentially and for maximum value.

Call Me When... You/your client is evaluating wealth management partners with expertise in holistic solutions (banking, lending, investments)

Call Me When... Needed

Call Me When... “A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.

Call Me When... You know a business leader who is frustrated, or wants to optimize for growth/sale. Clarify, Simplify, Execute!

Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.