Chapter Events
Annual Sponsors
Opportunities to help advise business owners on preparing for the transition
you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.
have question on SBA funding to purchase a business, buyout a partner or expand.
Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
Silver Sponsors
you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.
Situations including CFO Advisory, need to drive EBITDA and value, turnaround and next level growth, assessment of revenue and margin streams, product portfolio and resource restructuring.
If you want to create or uplevel your strategic planning process and create capacity to do more of the work that will transform your business.
You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.