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 have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

A company is interested in improving performance through strategy management - strategic planning and execution.

A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.

You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

your business is seeking out income tax solutions.

You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

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

there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

Any question arises where we may be of assistance.

Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

Personalized Family and Business Planning is a priority

Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

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

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.

Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

You need buy-sell funding or other business insurance needs.

a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

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

When you need bank financing for working capital, business expansion and commercial building acquisitions.

You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

a neutral third-party assessment of business value is needed to assist in large figure decisions.

you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

You are looking for a business partner to provide guidance and execution on debt financing to meet the needs of your business.

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 are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

Small to mid-size entrepreneurs need help in attracting talent to get the right people in the right seats on the bus or the company is employee retention issues. Certified Predictive Index Partner.

you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

clients need help structuring a transition

You are trying to grow your business and planning for the eventual exit.

a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

a client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.

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

A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.