Call Me When... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

Call Me When... Call when your client needs sophisticated wealth planning or complex lending.

Call Me When... Financial Due Diligence (Quality of Earnings)

Call Me When... a business owner wants to increase the business multiple

Call Me When... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.

Call Me When... you are seeking financing to buy our sell a business.

Call Me When... You need tech expert, in Cyber, Mobile, due diligence.

Call Me When... 10 am to 6 pm best times, Mon or Tues best days

Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.

Call Me When... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A

Call Me When... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.

Call Me When... you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Call Me When... need financial planning for buy or sell side transactions

Call Me When... Anytime

Call Me When... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending

Call Me When... 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

Call Me When... an influencer, creator, media, marketing, or online entrepreneur wants to increase their impact, avoid unnecessary taxes and secure financial independence by unlocking the value of their business.

Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.

Call Me When... Your client's would like to optimize or transition their real estate holdings

Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners

Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Call Me When... You need advice for structuring and investing your wealth, planning to sell your business or real estate, setting up an efficient trust plan, or have a need tor a mortgage or loan.

Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.