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Business Consulting

Accurate and timely financial information isn’t enough. You also need understanding and insight to make financial decisions that will maximize your success. Business becomes easier, decisions clearer, and success more readily achieved when you have the right partners on your side.


We develop a fully encompassing understanding of your business and personal finances to provide the comprehensive, creative, and timely advice you need to achieve your goals. Cultivating these advisory relationships with our clients is grounded in knowledge of how your business works and who you are and what you hope to attain.


We have over 30 years of in-depth experience across a wide range of clients, businesses and industries so you can have confidence in knowing that the advice you receive is backed by expert knowledge. Our experience enables us to identify a range of opportunities open to you, to help you understand the benefits, and to assist you in making the right decision with confidence.


Your financial situation influences and is impacted by business decisions. Accordingly, we provide a wide range of consulting services, including the following:


  • Business planning and budgeting
  • Capital expenditures
  • Merger, acquisition, and sale of businesses
  • Divestiture of assets or divisions
  • Pension and profit sharing plans
  • Succession planning
  • Business entity selection and structure
  • Assistance with financing
  • Managerial accounting information and controls