Find an Advisor

Call Me When... Visual analytics are needed for company growth or data room / due diligence

Call Me When... You are seeking financing to either buy or sell a business

Call Me When... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.

Call Me When... You need a business valuation - tax and estate planning, buy-sell, M&A, share-based comp, dispute resolution / litigation support, ESOPs, etc. We also assist clients with the sale process.

Call Me When... businesses need help reducing their total cost of risk.

Call Me When...

Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Call Me When... Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

Call Me When... Our CPA firm offers Nashville, TN clients professional assistance and provides them with accounting, audit, tax and consulting services across a variety of industries.

Call Me When... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training

Call Me When... Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance

Call Me When... there is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

Call Me When... you need capital structure or financing solutions, buy-side or sell-side solutions, treasury or payment solutions, and other banking needs (derivatives, operating accounts).

Call Me When... When your client with EBITDA between $1M and $4M is looking to sell. We focus on the transition from Built for Lifestyle to Built for Sale. Our 2 prong engagement consists of a performance based value creation fee and a discounted M&A fee upon sale.

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

Call Me When... you need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

Call Me When... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning

Call Me When... Financial Advisor with experience in individual and business planning.

Call Me When... Needed

Call Me When... You have a client or acquaintance looking to sell a business, buy a business, or raise capital

Call Me When... 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.

Call Me When... you need a valuation.

Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.

Call Me When... I do valuations of private companies for estate planning, financial reporting and litigation.

Call Me When... Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.