First Name

Eric

Last Name

Lalime

Job Title

CRPC, CSNA - Financial Advisor, Portfolio Advisor

Company

Merrill Lynch

Type of Business

Service provider

Transaction Size "Sweet Spot" (USD)

Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm), Middle-Market ($100 mm - $500 mm), Upper Middle-Market ($500 mm - $2 billion)

City

Paramus

State

New Jersey

Country

USA

About Me (Company description, Biography, Services I provide):

Traditionally, business owners do not immediately seek financial planning services until their businesses have grown very large, gone public or been sold, leaving the owner with unprecedented wealth. I work with business owners at every stage along the way to that goal, whether it's helping them knit together a network of tax, legal and accounting experts, setting up retirement plans to retain and attract top talent or—ultimately—setting up and financing exit strategies.