Practice Areas

CFO Services

Our CFO service gives you a professional financial manager who works with you to help guide your business to success.

Audits

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs 

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Valuation

 Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income

Strategic Business Planning

 Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits. Preparing a strategic plan can help you clarify your company's direction.

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan now and reap the benefits later.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

We offer a broad range of services to help clients secure a sound financial future

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Recent News

February 22, 2024

Valuation’s Aren’t Just for Businesses

Whether you're in the process of making a retirement or estate plan or you…
January 10, 2024

Self-Directed IRAs Provide Both Flexibility and Risk

Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what…
October 10, 2023

Buy-Sell agreements Require Careful Planning

Does your business have multiple owners? If so, you need a buy-sell agreement. This…
August 31, 2023

Minimizing Capital Gains Tax on Sale of a Home

If you're looking to sell your home this year, then it may be time…
July 30, 2023

Small Business Financing: Securing a Loan

At some point, most small business owners will visit a bank or other lending…

Corporate Finance

Bank Financing
Mergers & Acquisitions
Cash Flow Management