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

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

Call Me When... You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor

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... 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.

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

Call Me When... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning

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... you need solutions for your financial and business problems.

Call Me When... Business hours

Call Me When... Legal advice, referrals, events

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... anytime

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

Call Me When... Corporate & Financial Advisory Services

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

Call Me When... Anytime

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... 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’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!

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

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

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... A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.