A business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business

You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.

Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

You need to:- Accelerate Revenue Growth- Innovate New Services or Products- Build/Scale Your Organization

S.J. Gorowitz Accounting & Tax Services, P.C. supports expanding and emerging businesses and their owners with a consultative, inclusive approach. Clients turn to us to maintain accurate financials, minimize taxes and ensure compliance.

A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.

Your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.

You're ready to sell or buy a business.

To assist owners and key decision makers in defining and engaging talent as part of business growth and transition planning. Convert team strengths into business performance.

Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change

FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED

Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

Business Owners need help with teams, time, and money

At least 3 yrs prior to the business owner considering the sell of their business.

As a business broker, I help owners of privately held businesses successfully transition business ownership.

I support and advise clients on real estate decisions utilizing a 5 step data driven and financial model valuation platform for expanding your business or disposing of assets.

A business owner would like the support of a mindset coach to manage a transition or desire to grow quickly. I work with owners that are frustrated with the stress of running their businesses. I guide them to lean into their genius and strengths.

You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

You have a client who is interested in holistic estate and business planning for their family and small business.

Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.

A client or owner is lower middle market and looking to sell their company

Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.

A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.

When you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

There's a need in your business for a senior level executive with experience in sales, marketing and strategic partnership alignment. I'm also well versed in EOS and serve as a fractional integrator.

Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.

You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.

Historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth

Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.

You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.

You need web design and digital marketing for lead generation and branding!

You need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.

If you want to build and protect your wealth, mitigate your taxes, and understand how your business and its value can help you accomplish the goals that you have for yourself and your family

You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.

You hear your friend or client is concerned that should they get hurt or pass away, they are afraid their spouses or business partners would be impacted financially by this event.

You are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.

Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

You are aware of a small to mid-sized business that wants to launch, expand or improve their sales operations to drive revenue growth.

You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.

A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce

A neutral third-party assessment of business value is needed to assist in large figure decisions.

If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.

We help businesses grow their bottom line by 50% within 12 - 18 months while helping owners create tax advantaged income and exit strategies. Make More, Take More Time Off, and Pay Less in Taxes (Keep More)

Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.

Owner is looking to replace income after exit.

A client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%

You need to upgrade your marketing efforts to fuel growth, whether it be strategy, plan, execution, or resources.

You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

A business is looking to consider ownership change or set up a retirement plan.

Business owners have a big vision for their company & want to move forward, but don’t know how. I help identify hurdles getting in the way & create a path to profitability they never thought possible.

You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing

You have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.

My team has advised hundreds of business owners during the transition of their privately held companies. We are uniquely qualified to assist on all aspects of clients’ financial lives.

1) Maximizing valuation/seller value 2) Acquisition: leader talent & culture fit 3) Acquisition: Rapid integration

You want a collaborative business attorney providing efficient, cost-effective and creative personal service on start ups, contracts, transactions and general business in all stages of business life cycle.

A client needs help with:
-Insurance Planning
-Retirement/Income Planning
-Wealth Management Services

You want to grow your business, but you don't know how.-You want to expand your practice area-You want to make more money-You want to hire new people-You want to open a new location

We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!

There is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.

Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits

You have questions and thoughts regarding commercial real estate.

You need to decide if you will have enough, will it remain enough, and who should eventually get it.

Business owner wants a talent retention plan for key employees that works

A client wants to see how finance can be used strategically to achieve explosive growth in their business.

I transitioned from a career as a plastic surgeon to become a consultant to medical and other highly skilled professionals. I specialize in end of career transition, which effectively makes me a personal and professional coach.

You want to optimize your business.

You find a B2B professional who need help in building relationships which translate into revenue.

Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.

You have questions about the value of your company or are interested in discussing the future.

You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.

Contact me if you have a client or contact who needs help growing or exiting their restaurant business!

Your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.

You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

Cash flow projections are an important factor in deciding whether an exit will enable an owner to enjoy a successful retirement. This is where I may add value to the team + asset & risk management. Helping clients to be ready for what's next

Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

Someone needs help with their employee benefits program or needs help with Medicare .

You need help achieving your desired outcome. We act as a sounding board as you prioritize the steps to take, an accountability partner to ensure you keep moving forward, and an advisor to help you make adjustments if roadblocks arise.

Your business is considering an exit strategy, needs assistance in the preparation for exit or have the need for senior finance and accounting leadership.

Businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

You have a client or prospect that feels there is incremental cash flow hidden in their supply base and they would like to uncover it to put back to work in the business or improve the bottom line.

You want to build value and sell your business. We help you understand current value, assist in building value & then take your company to market to sell.

Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.

You or your client is focused on growing the business and successfully navigating change to prepare for the next stage, including a potential sale, merger or acquisition.

As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.

The value of a business or business interest drives a material decision in your client's life.

When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.

You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.

You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

Business owners are in need of legal advise relating to general corporate representation, mergers & acquisition, and tax planning related needs.

You have a complex financial life or have a complex tax transaction to prepare for.

Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.

At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).

You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

Dealing with business protection needs (buy/sell agreements, key man protection), executive benefit strategies, tax reduction strategies

You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.

Business is getting ready for sale or sucession planning.

Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.

Call me when…. Someone desires to transition to the 3rd quarter of life but lacks confidence for whatever reason to pull the trigger. Because you don’t get do-overs in retirement, I take great lengths helping clients maximize their return on life n

You want to explore the intersection of corporate and personal planning.

Call me when you want to transition your business interest to an outside buyer, or when you want to understand the value of your company.

You are looking to buy, sell or franchise a business.

When business owners need assistance in navigating the complexities of exiting planning and/or business valuation.

We provide fractional or interim CFO, Controller and Accounting services to small businesses.

When small to mid-size companies need a strong financial leader but are not ready for a full-time CFO. For startups, growth strategies, turnarounds and exit planning.