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

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.

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

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

Feel free to contact me if you have questions regarding the planning or execution your business succession.

You have a people issue keeping you up at night.

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

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

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As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale

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

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.

Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

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

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.

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

You or your client are considering an acquisition or sale, or if you are evaluating a debt or equity capital raise.

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

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 are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

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

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

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Need financial planning for buy or sell side transactions

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

Client needs valuation or transaction advisory assistance.

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

You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.

You are seeking financing to buy our sell a business.

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.

Exit or Succession Planning, Advisory Board

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

You'd like to connect.

You have questions about intellectual property matters

You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.

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.

You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.

An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.

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

When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

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 looking for employee stock ownership plan (ESOP) options for your company.

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

We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.

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

You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.

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

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

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

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

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Your facing a large capital gains tax and need a strategy

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.

Pre-post planning for business owners. ($5MM Minimum)

Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations

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

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

Someone needs help making a financial decision

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

Customer Lifecycle Management and Operational Benchmarking Advisory Services

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

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 clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.

You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.

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

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

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 expertise in developing and implementing tax efficient strategies for wealth preservation and transfer, business succession, and charitable planning

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

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

Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management