About
Overview
We assist clients and individuals with all aspects of the capital planning and capital structure process along with transaction specific consulting. From business acquisitions to distressed situations, our team has the expertise to empower you to achieve your goals and to take your business or personal situation to the next level.
Services
Our services consist of commercial and personal loan procurement, mergers and acquisitions consulting, commercial and industrial ("C&I") valuation analysis, commercial real estate ("CRE") valuation analysis, financial statement consulting, capex and working capital analysis, and transaction/opportunity sourcing. We also partner with other firms to provide tax, chief financial officer, and financial planning services for you and your business.
Geographies & Specialities
Our team can support all industries and all geographies within the United States. We also can provide our services in certain international markets. Our industry and deal specialties include contractors, homeowners associations, multi-family CRE, telecommunications, restaurants, manufacturers, country clubs, healthcare, not-for-profits, and leveraged finance transactions.
Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Liability Financial Services, LLC
Hours
Monday - Sunday: Anytime
