Fri, Feb 11th, 2022 ⋅ 10:30am (EDT)
Fri, Feb 11th, 2022 ⋅ 10:30am (EDT)
Fri, Dec 10th, 2021 ⋅ 2:00pm (EDT)
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Tri-State Gold Sponsors
Tri-State Silver 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.
Tri-State Bronze Sponsors
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
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.
Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
ERP Software for mid-market manufacturers, distributors and food companies
Silver Sponsors
Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.
Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
ERP Software for mid-market manufacturers, distributors and food companies
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor