We build meaningful relationships with individuals and businesses to help them maximize their resources and achieve their goals. We know the right questions to ask, and we listen intently to your needs. Our depth of experience, resources, and insights can help you develop a plan customized to suit your specific objectives. Check out our wide range of advisory services to learn how we can help you take the next right step.
Whether you need specific advice or a different perspective, our team can help you take the right next step.
Our advisory service team has years of experience in helping business owners, executives, and families make important decisions.
Advisory Services
Cybersecurity
Exit Planning
Business Valuation
CFO / Controller Services
Business Insights and Analytics
Mergers and Acquisitions
Estate Planning
Mindshop Diagnostic Tools
We partner with Mindshop to provide diagnostic tools to identify strengths and opportunities for improvement across several aspects of your business. Your diagnostic report is a great tool to start a discussion about how to move toward your goals.
A Dozen Questions to Ask Before Buying Distressed Commercial Properties
In many areas, the real estate sector has been hit hard. Commercial property, including apartment complexes, retail, and industrial properties are down in value. This may attract investors in search of good buying opportunities. However, potential buyers should look...
How to Prevent Check Fraud
Check those checks closely. Although debit cards, electronic funds transfers, and other high-tech ways of moving and paying money have become popular, check fraud remains a risk for businesses and other organizations. According to the most recent fraud survey by the...
Personal vs. Business Goodwill
You cannot physically touch goodwill, but it is a significantly valuable asset for many businesses. Although it is most commonly associated with professional service firms, goodwill can also exist among manufacturers, retailers, contractors, and other types of...