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Tri-State Silver Sponsors
Bernstein
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About Bernstein
Contact Me When... Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
Fox Rothschild
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About Fox Rothschild
Contact Me When... 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
CFO Consulting Partners LLC
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About CFO Consulting Partners LLC
Contact Me When... 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.
Citrin Cooperman, LLC
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About Citrin Cooperman, LLC
Contact Me When... 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.