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Call Me When... A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

Call Me When... 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

Call Me When... Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.

Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work

Call Me When... 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.

Call Me When... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses

Call Me When... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Call Me When... You need to decide if you will have enough, will it remain enough, and who should eventually get it.

Call Me When... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.

Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.

Call Me When... your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Call Me When... you are considering the purchase or sale of a business or want to plan for an exit.

Call Me When... A small business or professional practice needs guidance on benefits and executive planning strategies

Call Me When... have question on SBA funding to purchase a business, buyout a partner or expand.

Call Me When... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

Call Me When... Valuation, Investment Banking & ESOP Advisory

Call Me When... Opportunity/need for a Contract CFO. We offer fractional, interim and project based services.

Call Me When... 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.

Call Me When... Desire to save tax before selling a business

Call Me When... Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.

Call Me When... Business owners deserve a 360-degree approach to their exit planning. This includes the business owner's personal financial planning and post-exit wealth management.

Call Me When... Equipment, working capital or acquisition funding; relationship banking

Call Me When... You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.

Call Me When... Anytime

Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.