Business Consulting, Planning & Valuation

Innovative Solutions For Every Business Challenge

columnOur experienced advisors and consultants will help navigate the business opportunities and obstacles you face. We realize that no one knows your business better than you do, and our hands-on approach to business consultation begins with getting to know you, your business and your goals. Armed with this information, we can go to work for you. We can help identify opportunities, tax-saving strategies and assist in developing a strategic financial plan for your business and your future.

Consulting Services
  • Financing transaction
  • Acquisition Advisory
  • Small business administration
  • Financing Cost segregation
  • Business entity selection
  • Capital formation
  • Turnaround/restructuring
  • Financial statement reporting
  • Litigation support
401(k) and 403(b) Planning Services
  • Budget and forecasting
  • Entity planning
  • Succession and exit planning
  • Strategic planning
  • Succession planning
Valuation Services
  • Transaction valuation and advisory for purchase and sale of business
  • Mergers & acquisitions
  • Divorce
  • Estate and gift tax
  • Goodwill determination or impairment
  • Intangible asset valuation
  • Purchase price allocation
  • Obtaining equity and debt funding