Our Services

Entrepreneurial Services

Entrepreneurs, by their very nature, are fast-moving, risk-takers. To be successful, they must continuously shape their visions and see opportunities. As your trusted advisers, we work side-by-side with business owners to help them achieve their financial goals by providing business consulting, income tax and estate tax counsel and succession planning.

Asset Protection

An Asset Protection, or Wealth Preservation Plan makes the enforcement of judgments against protected assets more difficult and allows the owner of protected assets to retain substantial control over them. Our firm assists you in crafting an asset protection plan custom-tailored to your unique considerations. 

Management Advisory Services

Even the most qualified managers can benefit from competent, objective analysis and counsel. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as the valuation of your business, cash flow analysis and tax considerations.

Cash Flow Forecasting & Budget Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax, business valuations and other financial knowledge, we are expertly qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Consulting 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.

Outside Controllership

We provide our business clients the benefit of a controller without the cost of a full-time employee.  Our team can tailor our services to the level of involvement you choose.  From monthly reconciliations, to quarterly oversight to financial statements or anything in between.  It’s up to you to decide.