You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.

you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

an exit is being considered for a business with an enterprise value of $10-80M.

Your cofounder and family business clients are mired in the disruptive relationship dynamics that complicate and slow down business transactions.

you or clients need planning based,family wealth management.

A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future

You need Business Transition consulting from a Certified Exit Planner

You need a retirement income plan you can rely on, with lifetime income, reduced taxes, and less risk

you would like to know how a bank views a particular transaction, and different financing options available.

When you need help getting your business ready to sell.

you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

a business needs an array of human capital and business solutions strategically designed to help improve business performance and evaluations. I help reduce risk and improve productivity.

You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

client wants to buy or sell a business.

A business owner wants to work on the business as well as in the business.

in need of valuation services for financial and tax reporting purposes, buy-sell transactions, employee stock ownership plans, shareholder disputes, deferred compensation plans, and intangible assets.

You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

you're looking for an advisor that takes a different approach to the practice of law. My practice is entirely focused on representing entrepreneurs.

Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

You or your client needs strategic HR and Operational support to quickly expand their business to the next level or in a merger or acquisition HR to support planning and integration process

you want financial peace of mind and a clear and realistic vision of your financial future.

We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

you need an advisor who listens first then implements.

You want to buy or sell a business, are interested in succession planning, or if you are involved in a shareholder/member dispute.

your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal

You want to massively grow your company’s value either organically or through Mergers and Acquisitions. We work with both buy and sell side clients. We also assist companies in obtaining investment.

one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

If you are forming a new business, your business is not growing or you want to exit your business

You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.

You want the peace of mind that comes with being well-planned

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 need someone to talk about financial transition management

you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.

When you want to exit a growth stall or build your roadmap to growth, 3-10 years before you exit.

you or your client are in need if business valuation services.

You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

You need SBA Financing for owner occupied commercial real estate or business acquisitions.

When you need assistance handling the personal side of your transition.

your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.

you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.

Using both business and cultural lenses, we help minimize disruption as organizations and leaders navigate change.

Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.

You are looking for financing

you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.