About Our Members
Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.
A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.
You need an attorney who speaks business.
You need an expert in business valuation, purchase price allocations and/or financial forensics.
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
Call me if you're in need of a business valuation, exit planning, economic analysis, business consulting, and/or litigation support. RSI provides top-notch consulting and support.
I help business owners navigate the ever-challenging world of employees, reporting and compliance and addressing high and unpredictable health care and workers’ compensation cost.
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
When you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.
For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.
You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.
When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony
I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.
There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
I build upon my experience as an attorney and wealth planning strategist to help business owners transition to the next phase of their life
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Navigating the uncharted waters of business transition - optimizing for your success.
A client needs help with:
-Wealth Management Services
You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.
A client is struggling to understand how to convert the value of their business into an income stream in retirement.
To answer the financial question - What if I sell my business for $$$?
Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.
To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.
You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.
You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.
You need corporate finance or merger/acquisition services
You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration
A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes
A business owner wants to work on the business as well as in the business.
You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.
You're looking for an advisor that takes a different approach to the practice of law. My practice is entirely focused on representing entrepreneurs.
You need operational and financial restructuring plans developed and implemented to increase profitability.
There is any question regarding real estate or financing.
When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.
At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.
I advises clients on a wide variety of legal issues including corporate law, commercial finance/banking, private equity, mergers and acquisitions, estate planning and employment related matters
You want the peace of mind that comes with being well-planned
The owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.
Whenever a shareholder in a privately-held business is looking for a liquidity event.
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
You're looking to get liquidity for yourself and/or your shareholders.
1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.
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.
You want to pre-experience wealth creation/transfer decisions and need help navigating complexity
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 are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.
Client wants to buy or sell a business.
Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.
You would like to know how a bank views a particular transaction, and different financing options available.
You are trying to grow your business and planning for the eventual exit.
You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.
You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.
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
There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.
You want to increase your profits and manage your business stress!
you or your clients are looking at the future leaders of the company, and aren't certain if/when/how they'll be ready to lead; revenues are stagnant; margins are compressed.;
Someone needs help with their employee benefits program or needs help with Medicare .
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.
Call me when you have a referral.
A client needs to know the value of what they have and the logic that drives the number.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
Valuation Advisory; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.
A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.
When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
One is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
A client needs a comprehensive financial plan
When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.
Your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.
You want to buy or sell a business, are interested in succession planning, or if you are involved in a shareholder/member dispute.
You're ready to have an Honest Conversation(r) about your financial life
When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits
You or your client are in need if business valuation services.
You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.
When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.
To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
If you are forming a new business, your business is not growing or you want to exit your business
You are looking to buy, sell or franchise a business.
Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).
You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist