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100 Congress, Suite 2000
Austin, Texas 78701
www.cfaw.com
jgerberman@cfaw.com
Office 512.351.7078 x803
Mobile 832.969.4440
MERGERS, ACQUISITIONS AND CAPITAL RESOURCES SINCE 1956 • SECURITIES OFFERED THROUGH CORPORATE FINANCE SECURITIES, INC. • MEMBER FINRA/SIPC
An Open Letter to Business Owners
When asking: “Will my business fulfill my retirement needs?” your answer, like many
business owners, may be “It depends.” Some contributing factors are beyond and
some are within your control. Most conditions are distinctive to your business and your
retirement needs…and subject to change over time. We can help.
Who are we?
We're operations executives who have successfully run businesses. As
investment bankers, we serve business leaders of middle market companies.
What do we do?
We put money to work for people buying, building, selling or investing in
businesses.
How?
By helping you, the business owner, prepare for and sell your company,
develop and implement a strategy to acquire other businesses, or
define and obtain the capital you need to accelerate your growth.
And, most importantly, Why?
Our purpose is to create value in the deployment of capital in businesses.
Simply put, we make your deal better. And, we enable you to focus on running
your business while we do so.
We believe in brutal honesty. Meaning that we'll tell you what you need to hear rather
than what you want to hear. We look forward to earning your trust and helping you
meet your objectives. With our operations experience and proven success as
business owners and leaders, we feel that we’re uniquely qualified to make a
difference. We respect your time and won’t waste it.
I'm Jim Gerberman. My firm is Corporate Finance Associates. Let us help you answer
that question:
“Will your business fulfill your retirement needs?”
For a complimentary evaluation of your business, give me a call. Thank you.
Will your business fulfill
your retirement needs?

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An Open Letter to Business Owners

  • 1. 100 Congress, Suite 2000 Austin, Texas 78701 www.cfaw.com jgerberman@cfaw.com Office 512.351.7078 x803 Mobile 832.969.4440 MERGERS, ACQUISITIONS AND CAPITAL RESOURCES SINCE 1956 • SECURITIES OFFERED THROUGH CORPORATE FINANCE SECURITIES, INC. • MEMBER FINRA/SIPC An Open Letter to Business Owners When asking: “Will my business fulfill my retirement needs?” your answer, like many business owners, may be “It depends.” Some contributing factors are beyond and some are within your control. Most conditions are distinctive to your business and your retirement needs…and subject to change over time. We can help. Who are we? We're operations executives who have successfully run businesses. As investment bankers, we serve business leaders of middle market companies. What do we do? We put money to work for people buying, building, selling or investing in businesses. How? By helping you, the business owner, prepare for and sell your company, develop and implement a strategy to acquire other businesses, or define and obtain the capital you need to accelerate your growth. And, most importantly, Why? Our purpose is to create value in the deployment of capital in businesses. Simply put, we make your deal better. And, we enable you to focus on running your business while we do so. We believe in brutal honesty. Meaning that we'll tell you what you need to hear rather than what you want to hear. We look forward to earning your trust and helping you meet your objectives. With our operations experience and proven success as business owners and leaders, we feel that we’re uniquely qualified to make a difference. We respect your time and won’t waste it. I'm Jim Gerberman. My firm is Corporate Finance Associates. Let us help you answer that question: “Will your business fulfill your retirement needs?” For a complimentary evaluation of your business, give me a call. Thank you.
  • 2. Will your business fulfill your retirement needs?