Back to top

Consulting Services

Sometimes, running a business is like a juggling act.  Keeping all of the “balls” (your business responsibilities) in the air can be difficult.  Considering that each client is unique, our professionals listen to you and get to know you, your industry and business, your goals, challenges and your dreams.  This personal interest ensures customized business advisory services to keep you moving in the right directions.

Together, we build a strategy, working side by side with you to focus and stay on track on the important aspects of your business, no matter your specific needs or type of industry.

Some of our services include

  • Affordable Care Act (ACA) rules and planning
  • Business start-up, buying, sale, acquisition, and merger
  • Business entity selection, set-up, and organizational structure
  • Franchise consulting
  • Business owner succession planning
  • Ownership transfer planning (buy-ins/buyouts)
  • Business valuations
  • Capital and strategic planning
  • Business planning, financial projections, and budgets
  • Financial policies and procedures development, review, and documentation
  • Cash flow management
  • CFO outsource and consulting
  • Management consulting, including management succession planning
  • Estate and trust planning
  • Personal wealth services and retirement planning
  • Risk management
  • Research services for business market and competitive information