Thu, Dec 9
Thu, Dec 9
Chapter Events
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.

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)

You need help navigating complexity and want to pre-experience wealth creation decisions.
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

Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

Gold Sponsors

You need proactive business and tax planning. We exist to empower businesses and ourselves to achieve a sustainable future.

Business Brokering for companies under $25M in sales
Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
You need a confidential advisor to work with you as you plan your next 10 years to transition to your next act.
Silver Sponsors

You need proactive business and tax planning. We exist to empower businesses and ourselves to achieve a sustainable future.

Business Brokering for companies under $25M in sales
Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
You need a confidential advisor to work with you as you plan your next 10 years to transition to your next act.
Bronze Bronze Sponsors

You need proactive business and tax planning. We exist to empower businesses and ourselves to achieve a sustainable future.

Business Brokering for companies under $25M in sales
Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
You need a confidential advisor to work with you as you plan your next 10 years to transition to your next act.