Call Me When... your business operations is hampering your growth or needs reinforcement in advance of an exit.

Call Me When... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.

Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Call Me When... You need assistance with banking and finance issues.

Call Me When... You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

Call Me When... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.

Call Me When... A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame

Call Me When... Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.

Call Me When... you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

Call Me When... Considering buying or selling a business, franchise, or commercial property.

Call Me When... you want to grow or assess your intellectual property portfolio