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Other Services

We provide a broad range of additional business services. The following paragraphs provide a brief description of several of the more specialized services that we are able to provide.

Exit Planning and Consulting

We provide exit planning and related consulting services to business owners who are contemplating selling their middle market businesses. Our role is typically to coordinate the planning process with the business owner’s attorney, CPA and financial advisor. This process enables a team of skilled professionals to work with the business owner to better ensure that the sale of the company will be structured to help meet his or her long-term financial needs.

Specialized Industry Services

Specific industry specializations include, but are not limited to, software companies, franchise companies, insurance and business service companies.

Financial Advisory Services For Distressed Companies

We have very extensive financial advisory skills and experience and can provide financial advisory services to distressed companies. Please contact us at for more information.

Securities Transactions

If you are interested in raising capital through the issuance of securities or are contemplating some other form of securities transaction you will want to engage an experienced securities attorney and work with a business intermediary who has the requisite securities licenses.