Business Advisory

Our firm understands that to be successful in business, we must often look beyond the financial statements and tax returns to develop forward-looking strategic plans. The experience of our team allows us to work with you to develop goals for the future, and strategies to achieve those goals. Our business advisory services include the following:

  • Strategic planning
  • Management consulting
  • Financial analysis
  • Corporate finance assistance
  • Financial projections and forecasts
  • Design, implementation and documentation of financial controls and business systems
  • Corporate reorganizations and succession planning
  • Advisory services for business start-ups
  • Business purchases and sales
  • Advice on shareholder agreements