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Tri-State Silver Sponsors
Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
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
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.
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.
Gold Sponsors
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
A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
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
You need a professional to discuss your business ownership exit planning options.
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.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.