Consulting Services

Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Merger and Acquisition Support
We provide high-quality merger and acquisition advisory services for either the sell side or buy side.
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Wealth Management
It is never too early to start retirement planning and to think about wealth management. We can help you navigate the tax rules.
Business Insurance
We can assist to identify potential risks your business faces and work with you and one of our trusted advisers to select optimal and appropriate coverage.
Human Resource Management
With the ever-changing business environment, staying current with compliance requirements is especially challenging. Let us help you manage the people side of your business.
Benefits Administration
Benefits are a key component of a compensation program and the administration and compliance is critical to the success of your business.
Filling vacancies in your organization is a difficult and time consuming endeavor. Let us help search the market and pre-screen candidates to make the process fast and successful.

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