Call Me When... If you are a business owner, a CEO, or an individual of high-net worth, I can assist you in your legal needs as a tax attorney, a business attorney and an estate planner.

Call Me When... Financial Advisor with experience in individual and business planning.

Call Me When... When any type of financing or equity is needed.

Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning

Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing

Call Me When... you have any questions on what to consider when making long term plans to to transition out of your business.

Call Me When... You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.

Call Me When... someone is needed to help shepherd along a process to achieve a specific result

Call Me When... when you need a trusted intermediary to sell a business,raise funds to grow your business or grow a business through acquisition.

Call Me When... Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

Call Me When... you need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

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Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner

Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.

Call Me When... An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability

Call Me When... you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning

Call Me When... Small and lower middle market business owners require innovative support in exit planning, business valuations and M&A intermediary services.

Call Me When... SBA Lending

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

Call Me When... I can privide a comprehensive banking experience for lending and private banking.

Call Me When... You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.

Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Call Me When... Ownership transition, preparing for sale, shareholder buyouts

Call Me When... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business