Chapter Events
Tri-State Silver Sponsors
Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
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
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.
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
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,
I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.