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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
In a nutshell, what I do is take a look at your business from the buyers perspective. Buyers want to buy great companies. I help business owners understand the true value of their business and help them make their companies great.
Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.
Bronze Sponsors
We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
In a nutshell, what I do is take a look at your business from the buyers perspective. Buyers want to buy great companies. I help business owners understand the true value of their business and help them make their companies great.
Call me when you have a Lower-to-Middle Market company that would like Buyside or Sell-side services in Tech, Blockchain, Digital Marketing, GovCon, Digital Transformation, etc
Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.