Call Me When... When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

Call Me When... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Call Me When... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.

Call Me When... you are needing pre/post-transaction investment & family planning advice on a business sale, our team and firm structure is setup to help entrepreneurs through the process

Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.

Call Me When... you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

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

Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.

Call Me When... You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.

Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)

Call Me When... 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.

Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)

Call Me When... Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

Call Me When... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

Call Me When... you have a client with loan and/or treasury management needs.

Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Call Me When... You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.

Call Me When... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs

Call Me When... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

Call Me When... a client is struggling to understand how to convert the value of their business into an income stream in retirement.

Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes

Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Call Me When... You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

Call Me When... Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.