Growth and Profitability Services
Our consulting expertise is relied upon by individuals who recognize the benefits of diversifying business interests. Each engagement is customized and includes some or all of our specialty areas and focuses on enhancing the profitability of our clients’ businesses.
- Business plans, forecasts and financial projections
- Pre-acquisition due diligence
- Profitability analysis
- Strategic planning
- Operations planning
- Individual financial planning
- Internal audit services
- Internal control analysis
- Processes, workflows and procedure development
- Enterprise risk management
- Fraud prevention
- Information technology services
- CFO services, including governance, special projects and audits
Through our Provenance Wealth Advisors affiliate we offer successful business owners, professionals, executives, entrepreneurs and families guidance in creating and implementing financial planning strategies.