Call Me When... your client wishes to increase both the value and transferability of their business for an eventual exit.

Call Me When... Your business is preparing to sell so we can assist with pre-transaction planning.

Call Me When... you need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Call Me When... Business owner wants to set company up for exiting, growth,

Call Me When... Accountant, Analyst

Call Me When... you need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.

Call Me When... Already spoke to Erik & Rana.

Call Me When... Your Looking to purchase or sell a company or need a valuation done.

Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.

Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.

Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

Call Me When... Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player

Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

Call Me When... Business owners are exploring exit strategies

Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.

Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.

Call Me When... You need an accounting firm involved in the sales process (i.e. quality of earnings and/or tax structuring)

Call Me When... your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.

Call Me When... You need a trusted advisor who can help with your financial goals and transactions

Call Me When... you need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Call Me When... Research & Development Tax Credits, Cost Segregation Studies, and Accounting Method projects. Taxster is a value add firm that provides services that compliment existing CPA relationships

Call Me When... a small/mid size business needs a partner to grow to the next level