About Our Members
You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan
You are looking to plan for the future and protect your assets.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.
Client is ready to document their transaction.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
Client needs valuation or transaction advisory assistance.
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
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.
Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.
You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.
Your client needs to better understand their financial results and processes.
When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?
Personalized Family and Business Planning is a priority
When business owners need assistance in navigating the complexities of exiting planning and/or business valuation.
You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
You are buying or selling a business and require a Quality of Earnings analysis.
You have any property, casualty, or employee benefits insurance needs. I provide an in-depth analysis to determine a risk management and insurance program to help gain control over insurance costs.
Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.
You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.
Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors
Historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
When you're looking to sell your business, make an acquisition or raise growth capital
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.
When in need of financial, accounting or tax advisory services relating to either ongoing operations or succession planning.
Clients need experienced counsel with business succession planning and mergers and acquisitions.
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
A business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning
Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.
Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future
Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.
A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.
A client wants to see how finance can be used strategically to achieve explosive growth in their business.
An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.
Your client's website, industry visibility or digital program is NOT bringing in new business. Marketing is a vital part of their business' value.
You are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.
You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
There is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.
You have leadership challenges at the top of your organization that must be addressed.
You need tax advice to assist in structuring a transaction
A problem needs to be solved
You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.
You come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.
You have a Construction company with an XPX need
You have any need or would like any part of your financial situation reviewed, including but not limited to all bank accounts both deposit and lending for personal or business.
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
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.
I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
You are looking for financing
At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
There's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.
You want a better banking relationship,one that is responsive and customer focused. I work with companies to lower expenses, increase efficiencies and identify opportunities for growth.
A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.
You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.
Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.
You have a need for holistic wealth planning and investment management before and after an exit.
A client needs a comprehensive financial plan
Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.
You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.
You want to Save Money Through Tax Strategies for Business and Property Owners and You want to Grow your Business through Proven Coaching Programs.
You are working with business owners as they begin to think about how the growth of their business will impact their family's financial plan
An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability
There is any question regarding real estate or financing.
Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
You or your client are in need if business valuation services.
You need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.
A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.
Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.
You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
You want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)
A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.
You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
In need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.
A company is interested in improving performance through strategy management - strategic planning and execution.
You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.
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.
As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner
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.