Consulting Service

Management Advisory Services

Even the most qualified managers can benefit from objective feedback. Often, closely held businesses require a financial advisor but can not afford a CFO on staff. We can help your company's management develop business and tax strategies to ensure your company's continued success and growth.

Accounting Systems Review and Implementation

We can assist your business in selecting accounting based software. Depending on the size of your company, we may recommend an "off the shelf" package or refer you to a programming company for customized software.

Employee Benefit Plans

We can assist in: development implementation administration of your employee benefit programs (401K, 408p Simple IRA Plans, Cafeteria, Medical Reimbursement, etc.)

Photo by Christopher Yates

Buying and Selling a Business

Properly structuring the purchase or sell of a business is a critical step in the process of buying or selling a business. There are numerous tax and cash flow implications involved in an acquisition/disposition; our staff can assist in developing a plan that meets your goals.

Consulting Services

Below are just a few of the areas in which we provide consulting services:Entity Selection Buying/Selling a Business Lease/Purchase of Assets Estate, Trust, & Gift Planning Accounting software selection Cash management Investment Review Benefit Plan Selection & Implementation Business Succession Planning Mergers & Acquisitions