Management Advisory Services

When you need more than a ballpark estimate of your business’s value, our credentialed valuation analysts will provide a carefully researched, well-substantiated valuation.

Whether you’re retiring or selling your business, we'll help you set personal goals, determine your business’s value, get the business in top financial shape to maximize its value, and minimize the tax impact of a business sale or transfer.

Successful leaders know strategic planning is important, but don’t always make time for it. Working with one of our strategic planning facilitators can help lessen the load.

Our CPAs and wealth management advisors can help you grow and future-proof your endowment.

On average, organizations lose 5% of revenue to fraud. Our Certified Fraud Examiners can determine whether fraud occurred, investigate how it happened and setup preventative controls for the future.

Support the causes you believe in while maximizing your tax and estate planning benefits.

When you’re deciding how to compensate key executives at your business, we’ll help develop and structure an executive compensation plan that fits your business and financial goals.

Finding and retaining good employees is one of the toughest challenges you’ll face. You can rely on our HR experts for help with hiring, creating employee policies and procedures, and making termination decisions.

Together we’ll help you improve the quality of your product, increase efficiency, reduce costs and accelerate schedules.