Advisory Support

Developing solution to address opportunities that arise and unexpected obstacles that sometimes come up.

Objective Insight

One of the biggest challenges in any business is gathering objective feedback. Our team provides that outlet to let you look at your business with a fresh set of eyes. Owners can share ideas with us and discuss problems without generating concern among their employees that there is trouble or some other issue that might jeopardize their job. Even your senior management team can get concerned about their future if an idea is brought up or steps to overcome a business downturn need to be discussed. Examples include changes in benefit plans, buying or selling a business, exit and succession strategies or profit enhancement ideas which might be related to down-sizing or right-sizing a company.

What if Your Management Team is Part of the Problem?

You can freely talk and plan with us without negative kickback or harsh conversation. Using us as a filter to talk through the root of a problem and if needed to plan the outline for a tough conversation with a senior person is something we do for our clients. Talking through an issue before confronting the potential source of the problem is great a way to put issues in perspective and develop a logical plan to resolve them and move forward.

Some Advisory Services Include:

Growth Planning
Goal Setting & Budgeting
Financial Forecasts & Projections
Cash Flow Analysis
Mergers and Acquisitions Transaction Support; Due Diligence
Exit Planning & Family Successions
Buy vs Lease Analysis
College, Retirement & Financial Planning
Bankruptcy Support

Comprehensive Thinking

We look at all aspects with the end goal of helping you achieve your goals. That might be increasing profits, working less, aggressive growth, buying or selling a business, developing a succession plan, creating corporate goals, setting compensation plans or some other opportunity or concern. We help you look at all aspects of a potential situation to get to the right answer.