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Consulting Services

Offering a robust line of servicesto meet your personal and business needs

Consulting Services

business foundation services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection & implementation
  • Asset protection consulting
  • Business entity selection
  • Business succession planning
  • Business valuations
  • Buying & selling a business
  • Cash flow & budgeting analysis
  • Estate planning
  • Financial forecasts & projections
  • Litigation support
  • Mergers & acquisitions
  • Pension & profit sharing plans
  • Retirement planning