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Gold Sponsors

We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors


You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.


A client needs help structuring their business and personal finances to keep the most money in their pocket.

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

clients need experienced counsel with business succession planning and mergers and acquisitions.

Client has a challenge on the Corporate Finance portion of their business.

You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.


You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.