Thu, Dec 9th, 2021 ⋅ 10:45am (EDT)
Thu, Dec 9th, 2021 ⋅ 10:45am (EDT)
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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.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
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.
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
Pre-post planning for business owners. ($5MM Minimum)
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
You need an expert in business valuation, purchase price allocations and/or financial forensics.
You have leadership challenges at the top of your organization that must be addressed.
Silver Sponsors
Pre-post planning for business owners. ($5MM Minimum)
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
You need an expert in business valuation, purchase price allocations and/or financial forensics.
You have leadership challenges at the top of your organization that must be addressed.
Bronze Bronze Sponsors
Pre-post planning for business owners. ($5MM Minimum)
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
You need an expert in business valuation, purchase price allocations and/or financial forensics.
You have leadership challenges at the top of your organization that must be addressed.