Investment Bankers: Getting maximum value for the sale of a $10 MM plus business through a range of transaction types, including buy- and sell-side mergers, acquisitions, divestitures, minority, and majority recapitalizations, and private/public stock offerings.
CPAs: Minimizing income taxes, and maintaining compliance.
Valuation Experts: Determining the value of a business.
Estate Planning/Asset Protection Attorneys: Personal estate planning documents, tax reduction strategies, and asset protection
Business Transaction Attorneys: Handling transactional matters, including mergers and acquisitions, capital raising, fund formation and securities compliance, and filings for a variety of public offerings (IPOs, APOs) and private offerings.
Commercial Insurance Brokers: Risk Management with workers’ compensation, E&O, EPI, property, etc. insurance
Employee Benefits Brokers: Competitive group health, dental, long-term care, and supplemental insurance.
Personal Lines Insurance Brokers: Home, auto, boat, plane, earthquake, flood, etc. insurance
Third-Party Administrators: Design and implement company retirement plans for maximum tax savings and employee retention.
Employment Law Attorneys: Employment and separation agreements, compliance with federal, state, and local employment laws. Defending businesses in various aspects of employment litigation.
Bankers: Real estate and commercial lending, cash management.
Business Brokers: Getting maximum value for the sale of a business worth less than $10 MM.
Mortgage Brokers: Independent mortgage loans and refinance options.
