Business Advisory

In today’s competitive market, every business needs strategy—customized strategy, not a one-size-fits-all approach. Our business advisory services are tailored to your unique industry and business to meet your organization’s objectives, build success, mitigate risk, and help overcome challenges. We provide insight and advise clients on financial performance, strategic planning and optimization, business start-up and growth, business valuation, acquisition and mergers, succession planning, and much more.

Our professionals are exposed to an abundance of real issues businesses face. We welcome the opportunity as a sounding board to listen to you and your management team to help uncover and resolve issues and explore opportunities.

Our advisory areas include:

Business Planning & Strategy

Affordable Care Act (ACA) rules and planning
Business start-up, purchase, sale
Mergers and acquisitions
Business entity selection, set-up, and organizational structure
Franchise consulting
Business plans
Performance measurement, including KPI’s
Back office and new accounting department set up and design
QuickBooks® software setup, consulting, and training
Accounting department assessments
Capital and strategic planning
Public offering/private financing
Research services for business market and competitive insight
Special projects assistance

Risk Management

Financial policies and procedures development, review, and documentation
Financial & tax due diligence
Litigation support
Fraud risk assessment, prevention, and compliance
Management consulting, including management succession planning
License and royalty consulting and assurance
Investment advisory consulting
Specialized industry-specific needs pertaining to regulatory oversight or lending/investor stipulation