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.
Which Level of Assurance is Right for Your Organization
It might be time for your company to upgrade (or downgrade) its level of assurance. Most organizations hire a CPA to issue financial statements that conform to U.S. Generally Accepted Accounting Principles (GAAP), but not all financial statements are created equal....
Succession Planning Requires Smart Strategies
Succession planning is important in any business, but it is sometimes overlooked in family-owned operations. This is a big mistake. There are many family-run companies that no longer exist because of a poor succession plan or none at all. Begin the Conversation The...
Avoiding Nonprofit Tax Traps
If your organization has met the IRS qualifications to be considered tax-exempt, the income you receive — such as donor contributions — is exempt from federal income tax. However, it is still possible for nonprofits to follow the rules and experience adverse tax...