"You'll find that we can take much of the worry and stress out of your financial life."

Business Consulting

Starting a business can be complex, but it doesn’t have to be. We’ll help you cover all your bases by working with you to select the proper organizational structure and set up your financial record-keeping systems. We will work with you and your other advisors to create a plan and process that fits your business needs.

We can help you take the complexity out of starting and operating your business by assisting with:

  • Evaluating financing packages
  • Pricing your products or services
  • Developing credit policies
  • Understanding cash flow
  • Implementing cost controls
  • Supporting with your other business needs

Selling, restructuring, or transitioning your business to the next generation can be very stressful and can strain family relationships.  We can help you with this conversion by:

  • Evaluating the tax and financial implications
  • Evaluating the viability of selling or transitioning to the next generation
  • Assuring there is a solid strategy in place
  • Valuing the business