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
Business Insights and Analytics
Business Valuation
CFO / Controller Services
Cybersecurity
Estate Planning
Exit Planning
Family Advisory & Administration
Fraud Prevention and Investigation
Management
Mergers and Acquisitions
Outsourced Accounting
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.
Keep Cybercriminals from Stealing Your Business’s Brand
When criminals steal an individual’s identity, the victim can take steps to minimize potential damage by, for example, notifying credit agencies and freezing bank accounts. But what happens if a cybercrook steals a company’s identity and uses it to engage in fraud?...
Valuing Noncompetes in Business Combinations
Purchase price allocations are an important part of negotiating a successful M&A transaction. The value of most assets — such as receivables, inventory, and equipment — may be fairly straightforward. But the value of noncompete agreements is often a sticking...
Take Advantage of Tax Breaks for Small and Medium Businesses
When it comes to minimizing the amount paid in taxes, small and medium business owners do not always know all the options available to their businesses. If you own a small or medium business, it may be eligible for some significant tax breaks that are not...