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Tri-State Silver Sponsors
Bernstein
About Bernstein
Contact Me When... Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
Fox Rothschild
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
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
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.