Business Advisory Services

Business Advisory Services

Business MeetingWe constantly seek new ways for our business clients to maximize their potential and achieve a competitive edge. Our partners have real-world business experience, so we know what it’s like to be on the other side. We do far more than just tax returns and financial statements to help clients build wealth and plan for the future. We can be a sounding board for your ideas and a source for innovative paths to follow.

These measures might include:

Financing: Every year, we help businesses obtain the right mix of capital to expand, whether through traditional bank loans, venture capital investments, tax-exempt bonds or alternative financing sources.

Projecting: We work with clients to build effective business plans, evaluate budgets, construct spreadsheet models and forecast future growth. Our clients also call upon us to evaluate a project’s viability.

Deal Making: From buyouts and sales to mergers and divestments, we help small businesses accomplish their goals. We structure deals, negotiate terms and review documents to achieve the best result for our clients.

Human Resources: We can assist small businesses with hiring personnel, evaluating financial staff, and auditing or reviewing HR records and systems.

Planning: We help clients plan strategically for the future, providing timely advice on direction and resource allocation. We look at the whole picture to offer advice for owners and key players of small companies.

Please contact any of our partners for more information.