One more seat at your client's table, not a replacement for yours
Business attorneys, wealth managers, M&A advisors, business brokers, insurance professionals and lenders in North Jersey send business owners to CPAs all the time, and default to whoever stays top of mind. Here is what makes this seat different, and what you can expect when you make the introduction.
Both licenses, one call
When your client's deal needs the tax structure and the legal terms to agree, you get one person who speaks both languages instead of two who need to be introduced. On a sale, Martin can take the tax seat, act as co-counsel on the structuring, or simply read the agreement for the tax trap before your client signs.
A free first talk and a plain answer
Every introduction starts with a short, free conversation and a straight answer about fit, including "not yet" or "not the right size." Engagements are fixed-fee and quoted in writing. Your client will never get a surprise bill they associate with your name.
Your role protected, your work made easier
Martin does not manage investments, sell insurance, broker deals or lend. Your client stays your client. You get fast callbacks, a written memo you can put in your own file, and a partner who says what he sees in the numbers so your recommendation lands better.
When to think of this desk
- A client with a New Jersey company worth $3M to $20M mentions selling, retiring, bringing in a partner or handing the business to family in the next few years.
- A physician or professional whose practice holds a method, a product or a technology relationship that a buyer would sweep in for nothing.
- A family with retirement accounts, real estate and a business whose estate documents were drafted without the tax picture, or never funded.
- A client whose entities have multiplied and whose elections, intercompany accounts and filings have never been looked at together.
- A client starting a new company who needs the entity, the bank account, the payroll and the tax plan done in the right order.
A monthly one-page update
Once a month, one page: one anonymized client situation, one tax or legal change that affects business owners, and one question worth asking your clients. No newsletter padding. Ask to be added and it arrives on the first business day of the month.
A first talk is free, and it is short.
Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.