Consulting Services

We offer a wide range of consulting services including financial forecasting, cash flow and budget analysis, and mergers and acquisitions. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Outsourced CFO Consulting

Services include technical guidance for complying with regulations, forecasting and analysis of financial statements, GAAP compliance and/or audit support, finance department leadership, management reporting, operational knowledge related to positioning your company for growth and profitability, M&A advisory services and due diligence, and assistance and support for reporting to board of directors, investors and lenders.


Business Consulting

We gauge our worth by the personal and business successes of our clients. Years of experience in assorted industries allow us to recognize areas in our client's business that can be improved in order to enhance profitability and cost management. We can help your business develop solutions that are practical and technically sound, in addition to acting as a sounding board for management.


Buying and Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.


Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.


Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.


Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.