Call Me When... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.

Call Me When... there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.

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

Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.

Call Me When... A business is looking to consider ownership change or set up a retirement plan.

Call Me When... a business owner is looking to prepare their business to sell at a higher multiple by removing themselves from the day to day operations of their business.

Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.

Call Me When... businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

Call Me When... You are ready to sell your business. We maximize multiples and minimize stress.

Call Me When... you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.

Call Me When... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.

Call Me When... clients that needs financial planning and alternative funding solutions

Call Me When... Call me when you have a company who doesn't make it to the closing table. I can coach them towards improvement on virtually any topic (financial and non-financial) so they become better prepared to make closing a reality.

Call Me When... you want to optimize your business.

Call Me When... A client is unsure they of how much they will need from the sale to keep them retired.

Call Me When... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

Call Me When... Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.

Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.

Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.

Call Me When... Needing to marry investment management with true, holistic financial planning.

Call Me When... Your client is not growing and doesn't know why, is growing quickly and needs help scaling the organization, is hoping to sell in 3-5 years and wants to ensure the business is poised for maximum valuation.

Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.

Call Me When... As an advisor to business owners, I have a passion for providing high-end wealth planning and investment advice as it pertains to the sale of a privately held business, transferring ownership and wealth to the Nextgen, and navigating retirement

Call Me When... you have a business owner that needs confidence they can plan for a work options lifestyle. Good business strategy is always exit planning.