Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

Call Me When... Coaching consulting raising capital

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

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

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

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

Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

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

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... if you need to invest vast quantities of personal assets.

Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.

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

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

Call Me When... Estate Planning

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

Call Me When... When you want to get profit-driving insights out of your company's data

Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Call Me When... Before a client is looking to sell

Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.

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