You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

Merrill Lynch or Bank of America may be of value or service.

You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

Client has a challenge on the Corporate Finance portion of their business.

You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

clients need experienced counsel with business succession planning and mergers and acquisitions.