First Name
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Last Name
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Organization
Website
State
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Average Client Size by Annual Revenue
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Less than 1MM
1MM - 5MM
5MM - 50MM
50MM+
Professional Services Offered
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Private Equity - General Partner
CPA - Audit and Assurance Services
CPA - Tax Planning and Compliance
CPA - Small Business
Transaction Attorney - M&A Legal Services
Transaction Attorney - Contract Drafting and Negotiation
Transaction Attorney - Corporate Governance and Structuring
Financial Planner - Wealth and Investment Planning
Financial Planner - Tax Optimization and Planning
Financial Planner - Estate Planning and Wealth Transfer
Business/Executive Coach
Escrow Office - Bulk Sales
Valuation Firm - Business Valuation
Valuation Firm - Financial Reporting and Fairness Opinions
Valuation Firm - Estate and Gift Tax Valuation
Valuation Firm - Litigation Support and Expert Testimony