Our Services

Working closely with you, we provide expert advice and customized services to assist you in meeting your business objectives. Our experience and approach to serving privately owned businesses gives you close personal attention. Specialized resources help save you time, money, and frustration with some of your most pressing business decisions.


Identify and understand functional challenges and competitive advantages, define business models, technology innovation, talent investment, growth opportunities, effectiveness, and efficiency.

  • Developing a Business Plan
  • Preparing for Investors and Lenders
  • Cash Flow and Budgeting
  • Lease vs. Purchase Decisions
  • Financial Analysis and Training
  • Understanding Financial Statements

Strategic Planning

Defining a company’s mission, vision, and values. Creating support control mechanisms for guiding the strategy implementation.

  • Profit Analysis
  • Financial Forecasting and projections
  • Business Goal Setting
  • Competition Assessment and Strategy
  • Business Negotiations
  • Business Valuations

Management Consulting

Addressing functional challenges and gain competitive advantages through revised strategies, reconsidered business models, technology, talent, growth, effectiveness, and efficiency.

  • Form of Business Selection Process
  • New Business Start-up, Registration, and Licensing
  • Assistance in Buying and Selling a Business
  • Break-Even Analysis
  • Internal Control Procedures Analysis
  • Return on Investment Analysis