Building Businesses That Work
Strategic Consulting & Planning
Business
Consulting
Our goal is help
your small or mid-sized business succeed, no matter what the
economic climate. To this end we offer a wide range of
consulting services to help you improve business operations,
boost efficiency, and increase the bottom line. Whatever your
needs, we can help you grow and manage your business.
Incorporation
And New Business Analysis
Whether it is a new corporation, partnership, or LLC, we
will advise you on the advantages and disadvantages of the
different types of entities you can choose, and guide you
through the process necessary to get up and
running. Our
firm can assist in market evaluations for new business and
business valuations for the purchase of an existing
business.
Financial
Forecast And Projections
We provide complete financial and business forecasting
services, including pro-forma projections. We can also create
customized “What If”
planning scenarios to help management foresee and plan
for unexpected business contingencies.
Personal
Financial Planning
Our firm offers a complete array of financial planning
services and will work closely with you to help you achieve
your financial goals. Whatever the state of the economy, we
are deeply concerned about the personal financial status of
our clients.
To help you invest wisely, put aside what you’ll need for retirement, fund the kids’ education, keep yourself out of debt, and plan your estate, we work with a team of financial planners and attorneys who can guide you towards the best decisions depending on your time horizon, your tolerance for risk, and your current and future financial goals.