Business Consulting

Our extensive corporate experience, including Chief Financial Officer of an insurance company with $350 million in earnings and President of a National Registered Investment Advisory Firm and Broker/Dealer with $3 billion in sales, has provided us with the expertise necessary to manage your financial affairs so you can focus on your expertise, running your business.

We provide the following Financial and Business Consulting services:

  • Cash Management Services
  • Business Succession Planning
  • Financial Planning and Budgeting
  • Cash Flow Models
  • Business Plan Development
  • Strategic Planning
  • Business Continuity Planning
  • Compensation Design
  • Tax Strategies and Planning