Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.

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... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY

Call Me When... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A

Call Me When... your client wants to reduce taxes and give back as part of the exit process.

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... 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... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.

Call Me When... Branding, marketing and visibility

Call Me When... You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.

Call Me When... you have questions about the value of your company or are interested in discussing the future.

Call Me When... a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business

Call Me When... you need me

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... Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.

Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies

Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.

Call Me When... You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.

Call Me When... A business owner is looking to sell their company, or just get some time back. We help them take their business to the next level and help them build processes and scale, so they can focus on growth and other more important matters.

Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward

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

Call Me When... You have a client that would like a banking partner who can deliver all deposit and treasury solutions along with any lending needs and will do so with expertise and a great client experience

Call Me When... We are a team of executive coaches that help companies build culture train managers and help business owners win at life

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.