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.
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.
The Importance of Segregating Duties
Small and medium-sized companies are particularly prone to employee theft because they typically do not have the staff available to assign more than one employee to processes to help ensure that fraud does not take place. Assigning more than one employee to certain...
Valuing a Startup Business
Entrepreneurs often pour their hearts and souls into their businesses, so when it comes time to sell or negotiate their first public offerings, they want to make sure they receive the full value of their efforts. However, startup valuations often come with...
Don’t Fall for Invoice Fraud Schemes
According to a recent survey by software company Medius and researcher Censuswide, middle-market businesses lose an average of almost $300,000 annually to invoice fraud. Invoice fraud can be challenging to spot — and even more difficult to recover from — but your...