Business management teams and individuals need trusted advisors to convert insights into actions, and this is our passion. We listen, we think, and we recommend solutions. When a challenge arises, we outline a clear plan, and then design a proposal to produce tangible results.
Guided by professional standards, independence, and agreed-upon defined tasks and projects, we will custom-design engagements to focus on short-term operational challenges, financial performance, or long-term strategic plans. Deliverables include digital and paper reports and correspondence, meetings, and advanced communications to support implementation of engagement recommendations for the following engagements:
- Key Performance Indicators, Analytics, Trends, Ratios, Loan Covenant Testing
- Entrepreneurial, Start-Up, and Micro Business Planning and Entity Choice
- Financing Proposals, Business Plans, Equity Funding
- Merger and Acquisition Negotiations and Business Valuation Coordination
- Litigation Support and Forensic Accounting
- Succession, Estate and Personal Financial Planning, Exit Strategy
- Personnel Recruiting Assistance, Management Team Candidate Evaluation