Thu, Dec 9
Thu, Dec 9
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.
commercial lending, bank deposits, treasury management services needs a bank
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.
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
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.
Gold Sponsors
You need IT, cybersecurity, compliance and communication solutions. We have been helping businesses succeed with all their "need to have" technology since 1993.
you need a proactive tax strategist for high net-worth individuals and the related business and personal income and estate tax issues.
Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.
Silver Sponsors
You need IT, cybersecurity, compliance and communication solutions. We have been helping businesses succeed with all their "need to have" technology since 1993.
you need a proactive tax strategist for high net-worth individuals and the related business and personal income and estate tax issues.
Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.
Bronze Bronze Sponsors
You need IT, cybersecurity, compliance and communication solutions. We have been helping businesses succeed with all their "need to have" technology since 1993.
you need a proactive tax strategist for high net-worth individuals and the related business and personal income and estate tax issues.
Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.