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 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.

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

ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.

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

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

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

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

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

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

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

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.

You have accounting/audit/tax or business planning needs.

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

You need sound legal or business advice related to the creation, operation or sale of your business, including the resolution of disputes you may encounter along the way.

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

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).

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 or your client wants to create or maintain a legacy.

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.

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

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.

If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan

You require a planning based solution to help manage a transition to a new phase in life that involves financial decisions.

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

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

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

I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

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

To answer the financial question - What if I sell my business for $$$?

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 someone to talk about financial transition management

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

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

Members need assistance in planning, insurance retirement and financial services

You or clients need planning based,family wealth management.

Client wants to buy or sell a business.

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

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.

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

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 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 need debt restructuring, process documentation, organizational change management and communication, mergers and acquisitions

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

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

When you need help getting your business ready to sell.

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

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

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.

Before you sign that employment or independent contractor agreement! Or are experiencing problems with an employee. Or when you're accused of discrimination.

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 looking for financing

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