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Gold Sponsors
About Wealthspire Advisors
Contact Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
About VR Business Sales
Contact Me When... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
About Webster Bank
Contact Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Bronze Sponsors
About Touchstone Advisors
Contact Me When... You need a professional to discuss your business ownership exit planning options.
About Carter Morse & Goodrich
Contact Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
About Rockport Investment Partners
Contact Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.