Stein Capital Advisors, LLC is a boutique transactional firm based in Chicago, IL, specializing in mergers and acquisitions, business valuation, and income tax strategy. With a focus on the small and middle market, they offer high-quality investment banking and surrogate CFO services, providing specialized financial expertise to companies and individuals often overlooked by similar firms.
Offering a range of services including buy and sell side advisory, business modeling, balance sheet restructuring, and income tax planning, Stein Capital's principals bring extensive backgrounds in financial advisory services, each with a specific area of expertise that complements the others. With a wealth of experience and a commitment to addressing the challenges faced by small businesses today, they are well-equipped to assist clients in navigating complex financial transactions and strategic planning.
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