BUSINESS ADVISORY

As your trusted advisor, we leverage our financial and tax knowledge and experience to help you better manage your business. You can depend on our vision, leadership, intuition, and communication to guide you to financial health and success.

• Choice of Entity Selection – New and Existing Businesses

• Business Startup Consulting

• Mergers and Acquisitions

• Business Succession and Exit Planning

• Financial Statement Analysis

• Wealth Transfer Planning

• Accounting Software Consultation and Training

• Family and Closely Held Business Consulting

• Retirement Plan Options

• Forensics and Litigation Support

• Lease vs. Purchase Analysis

• Key Performance Indicator (KPI) Development and Reporting

• Purchase or Sale of Business