Business Entity Selection

  • An important first step in starting a business is to determine which type of entity best suits your situation and goals. All factors are considered, allowing you to grow your new business.

Business Valuation

  • Using a prescribed set of procedures, we estimate the economic value of an owner's interest in a business.

Buying a Business

  • We review the potential business consideration to assess your options.

Selling a Business

  • We help you decide the approach to be taken. We provide assistance with writing a company description and utilize business valuation procedures in determining what your asking price should be.

Succession Plan

  • This is a process for identifying and developing internal people with potential to fill key business leadership positions.
  • We  assist with business restructuring, identify tax consequences and projections, as well as retirement options and projections.

Document Management Systems

  • Our office is a paperless environment. We will utilize our experience to structure your system to fit your document management needs.

Sage Advising

  • We will set up your system so programs are fully integrated and provide technical guidance on usage as needed.

Our goal of going beyond the numbers is expected and  observed through our consulting services. Our vast years of experience give us the knowledge needed to assist in the following areas: