Call Me When... Your CPA says you made a profit last year, but you never have enough in the checking account.

Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

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

Call Me When... When an owner is within two to three years of monetizing part or all of the business or looking for a growth partner to help carry the load.

Call Me When... A client needs to improve their bottom line in order to increase the value of their company.

Call Me When... you want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.

Call Me When... morning

Call Me When... When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

Call Me When... Before you raise capital or sign any contract.

Call Me When... you need business consulting or accounting

Call Me When... a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.

Call Me When... You need a full Office/Workplace Strategey this includes: Real Esate Analysis, Organizational Culture Analysis as it pertains to how your employees work, interact and engage and a full Brand Analysis relating to Who you Are/What you Do/Why you Matter

Call Me When... 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.

Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing

Call Me When... Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Call Me When... We help closely held family businesses reduce their tax burden.

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

Call Me When... We guide companies through the labyrinth of overlapping and often contradictory labor and employment laws in Maryland. Call me when an issue arises, or better yet, before an issue arises.

Call Me When... TAB provides executive coaching and peer advisory boards for growing, M&A oriented established small and lower mid market firms. We build strategic plans and provide accountability. We provide 4 levels of Next Generation Leadership development.

Call Me When... You need fractional CFO/COO services, implementation of metrics-based compensation, preparing a business to sell, or M&A advisory.

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

Call Me When... you have a complex tax transaction to review.

Call Me When... Call me when you begin thinking about selling your business.

Call Me When... To prepare to sell, want to grow through acquisition, want an opinion of value or need assistance with turning your business around.

Call Me When... Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout