Advisory Services
Planning for the future is critical for achieving the vision of your enterprise.
While regulatory compliance and historical assessments are important to managing your affairs, true leadership requires thoughtful anticipation of your future course of action and options for resolving challenges of the market place. We excel at helping you do just that.

Here's a sample listing of advisory service projects and assignments with which we have experience:
  • New business start ups
  • Capital formation - debt and equity
  • Legal entity selection
  • Commercial financial planning
  • Accounting personnel placement
  • Remote Controllership services
  • Contract CFO services
  • Executive compensation
  • Retirement plans - design, implementation, etc.
  • Legacy planning - estate, trust, gifting
  • Business valuation
  • Succession planning
  • Buying/selling a business
  • Performance assessment, benchmarking, goal setting
  • Expert witness testimony
  • Litigation support
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