Call Me When... When operational performance needs to be improved for the organization. To include business processes and procedures, as well as cybersecurity programs, need to be assessed and improved.

Call Me When...

Call Me When... Call me when you begin thinking about selling your business.

Call Me When... you want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!

Call Me When... Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

Call Me When... you learn of a financial advisory firm/professional in need of legal advice on an acquistion/sale, SEC/FINRA/CFP Board investigation, complyiing wtih a new regulation, or an employment issue.

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

Call Me When... your clients have created new products, services, or branding that should be protected against copying by third parties, and when they need to maximize valuation of intellectual property assets for an upcoming exit

Call Me When... We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.

Call Me When... your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments

Call Me When... your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

Call Me When... We guide companies through the labyrinth of overlapping and often contradictory labor and employment laws in Maryland. Call me when an issue arises, or better yet, before an issue arises.

Call Me When... you need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

Call Me When... you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

Call Me When... Merrill Lynch or Bank of America may be of value or service.

Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.

Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

Call Me When... Before you raise capital or sign any contract.

Call Me When... you would like to discuss accounting issues and how we can help!

Call Me When... When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.

Call Me When... You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

Call Me When... Any time you have a tax, legal, M & A or estate planning need.

Call Me When... Background in finance and commercial real estate, including development and bridge-lending. Avid passive real estate investor.

Call Me When... Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.