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

Glenn Lankford Certified Public Accountant partner - Tax department

Business Insights and Analytics

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Business Valuation

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CFO / Controller Services

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Estate Planning

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Exit Planning

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Family Advisory & Administration

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Fraud Prevention and Investigation

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Mergers and Acquisitions

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Outsourced Accounting

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Small Business Accounting

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.

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