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

Call Me When... 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

Call Me When... Exit or Succession Planning, Advisory Board

Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.

Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.

Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.

Call Me When... Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

Call Me When... A company wants to (1) benchmark their spend (complementary), (2) Optimize costs to improve profits (3) Optimize costs in a transaction situation (either buying or selling)

Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.

Call Me When... A business owner is contemplating a transition, from strategic growth to successions, often years in advance of a transaction to best help the owner maximize their business' value and post-sale proceeds.

Call Me When... you need to raise debt capital or engage in m&a

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

Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.

Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Call Me When... NA

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

Call Me When... Full service investment banking for privately held, family and founder owned businesses

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

Call Me When... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

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... Someone has a question about needs or expectations for the due diligence process.

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

Call Me When... you want to grow your business from the bottom line up.

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

Call Me When... Protecting & Growing a Client's Wealth.