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We typically represent small businesses, and the entrepreneurs that make them.

We know that small businesses are built and sustained by the people who made the businesses; they don’t just fall from the sky with an instruction book. We look to support those business owners so they can focus on what matters most: business and their families.

We also understand that most business people will own several businesses during their career and be involved in several projects at once. We will help you keep all the balls in the air.
We also understand that businesses are not built on "no" and we pride ourselves to finding creative solutions to "yes."

Our clientele includes: entrepreneurial business owners, small to mid sized private companies, small to mid sized public companies, financial professionals, and high net worth individuals and their families. Specifically, we represent: OTCPK, OTCBB companies, Transfer Agents, Investment Advisors, Project/Deal Managers for mergers, Investors (funds, groups, and individuals), etc.

We understand that the small and micro cap enviroment is a very difficult place to be right now, and we have competitive pricing.

We ALWAYS endeavor to act with the utmost of integrity, discretion and leave as small a footprint as possible.


  • Free Case Evaluation
  • Flexible Appointment Availability
  • Personal Attention On Every Case
  • Competitive Pricing
  • It is about being profitable with creative solutions!
  • Evening Hours
  • Appointment Flexibility
  • Weekend Hours
  • We will work with you to deliver a creative personalized solution
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