You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

I work with people on their business continuation, capitalization, and exit planning. We offer people a complimentary business valuation which is the critical starting point in prudent business exit planning.

Exit or Succession Planning, Advisory Board

Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.

Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.

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.

You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.

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

A private business owner is contemplating the sale or acquisition of a business; seeking secured lending or capital investment; or defining legacy and/or transferring wealth and values.

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

...you and your leadership team are working too hard, not getting the results you expect, and want someone to work at your side to help you execute new ideas that really succeed!

You are working with a business owner: who can benefit from pre- and post- transaction analysis and financial modeling to evaluate the impact and tradeoffs of various deal structures.

You or your client are considering selling your business or need general legal advice.

Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

Navigating the uncharted waters of business transition - optimizing for your success.

You have a client in need of legal services or a question involving a legal or business issue.

You need advice on selling your business, expanding or restructuring the business.

You are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect

A business valuation is needed for business planning, estate planning or litigation.

When there is a need for an owner to understand, enhance and transition value.

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You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.

You have a people issue keeping you up at night.

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning

You need legal representation in connection with the purchase, sale or financing of a business or for general counsel advisory services for your business.

When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!

Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

A company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

You need to understand the value of your business and options to create liquidity

Valuation expert providing advisory services for financial and tax reporting, transaction advisory and opinions, and litigation support services.

You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

A need exists for CFO level services on a fractional or temporary basis to assure the firm continues to operate at maximum efficiency.

Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held 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.

Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.

There is an opportunity to participant in events, meetings etc. Open to any and all communication

You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.

Someone needs education on how to protect, grow, and exit their business.

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Call me when....clients are approaching a liquidity event.

Your client or acquisition needs to increase value through more consistent top-line performance and/or accelerated strategy execution.

You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

You are seeking financing to buy our sell a business.

Need financial planning for buy or sell side transactions

There are state and local tax matters.

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

You have a client that is three to five years out from a sale and looking to maximize the value of their business.

Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

You need assistance with business tax matters including buy/sell transactions, international expansion, tax incentives, import/export duties.

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.

You'd like to connect.

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

Your facing a large capital gains tax and need a strategy

I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

Call me when you or someone you know are in need of Elevator related services.

Call when you or anyone you know is selling or buying and elevator related buisness.

You need an experienced and practical business attorney.

Your clients need new, more consistent, and sustainable revenue generation in order to increase multiple on EBITDA.

Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.

There are family business, wealth planning and investment, or executive compensation problems to be solved.

A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.