Chapter Events
Tri-State Silver Sponsors
About Bernstein
Contact Me When... Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
About Fox Rothschild
Contact Me When... When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
About CFO Consulting Partners LLC
Contact Me When... 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.
About Citrin Cooperman, LLC
Contact Me When... If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
Long Island Bronze
About Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Contact Me When... you are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,
About Greiner Maltz Co of Long Island
Contact Me When... A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
About Eagle Business Solutions
Contact Me When... ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
About BDO USA LLP
Contact Me When... You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.