Advisory Services for Business Owners and Entrepreneurs

Owning a business can be incredibly gratifying and impossibly frustrating. A myriad of reporting issues, structuring questions, opportunity vetting and exit strategies can be overwhelming. Issues magnify when success happens, employees are hired and growth opportunities cross borders or oceans.

Many of our clients have been with us for 30 years or more. We’ve been side-by-side for growth, mergers and acquisitions, going private, generational management changes and evolving revenue streams. Our team can conduct due diligence on buyers and sellers, help launch or upgrade accounting systems, serve as interim CFO, create enterprise risk procedures and help you protect wealth generated in an exit strategy.

We serve as trusted advisors and nothing makes us prouder than our clients’ success.