Fri ⋅ 10:00am (EDT)
Thu ⋅ 10:45am (EDT)
Thu ⋅ 10:45am (EDT)
Fri ⋅ 2:00pm (EDT)
Thu ⋅ 12:00am (EDT)
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
commercial lending, bank deposits, treasury management services needs a bank
If you need to combine great people and great technology to implify your business success.
Tri-State Bronze Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
You need help navigating complexity and want to pre-experience wealth creation decisions.
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
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