Thu, Dec 9
Thu, Dec 9
Chapter Events
Tri-State Gold Sponsors

Tri-State Silver Sponsors

You need help navigating complexity and want to pre-experience wealth creation decisions.
If you need to combine great people and great technology to implify your business success.

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

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Gold Sponsors

You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.


Your company/portfolio company is not achieving revenue goals & is at risk of missing performance vs the investment thesis. Or if you need a consistent, predictable revenue growth engine. PE Due Diligence for sustainable revenue growth supported.
A company is interested in improving performance through strategy management - strategic planning and execution.
Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)
Silver Sponsors

You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.


Your company/portfolio company is not achieving revenue goals & is at risk of missing performance vs the investment thesis. Or if you need a consistent, predictable revenue growth engine. PE Due Diligence for sustainable revenue growth supported.
A company is interested in improving performance through strategy management - strategic planning and execution.
Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)
Bronze Bronze Sponsors

You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.


Your company/portfolio company is not achieving revenue goals & is at risk of missing performance vs the investment thesis. Or if you need a consistent, predictable revenue growth engine. PE Due Diligence for sustainable revenue growth supported.
A company is interested in improving performance through strategy management - strategic planning and execution.
Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)