Call Me When... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

Call Me When... As the chair of the Corporate Department, I have vast experience advising on both buy and sell side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional services

Call Me When... anytime

Call Me When... commercial lending or an M&A Escrow Account needs a banker

Call Me When... A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

Call Me When... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.

Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.

Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition

Call Me When... A business needs capital but a bank can't or won't lend. Any industry/geography.

Call Me When... you need solutions for your financial and business problems.

Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.

Call Me When... You are looking to grow your business and prepare for selling or transitioning your business to new owners.

Call Me When... A client needs to enhance its brand for expansion or sale.

Call Me When... You are a business owner looking for advice about selling your business.

Call Me When... Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.

Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

Call Me When... Business hours

Call Me When... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Call Me When... Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

Call Me When... financing is needed.

Call Me When... Corporate & Financial Advisory Services

Call Me When... Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

Call Me When... Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

Call Me When... you need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.