BUSINESS CONSULTING SERVICES 

We help small to mid-sized businesses and family enterprises make confident, informed decisions. Our team offers expert guidance in succession planning, business valuations, financial forecasting, and transition strategies—customized to meet your unique goals. Whether you’re preparing for growth, planning a sale, or navigating complex changes, our advisors deliver practical solutions that drive long-term success.

BUSINESS VAUATIONS

Knowing the value of a business has significant benefits in the finance, insurance, succession and income tax areas as well as in buy/sell transactions. Our Valuation team has the professional expertise to advise you regarding the value of your business whether you need an objective third-party value calculation or need support at the negotiation table.

CASH FLOW ANALYSIS

Without a Cash Flow Analysis, you might be guessing. That can be a very dangerous choice given what is at stake: healthy profit, completing a project, or worse yet, a total loss. While sales are the muscles of a business, cash flow is its life blood. Cash flowing regularly into a company is necessary to pay salaries, buy materials, and keep the lights on and the doors open. Many companies are forced to slow their growth simply because they lack the cash inflows necessary to support cost outflows.

BUSINESS ANALYTICS

Small business owners often struggle to find the tools to assess if their business is operating at its greatest capabilities. At all stages of the life of a business time needs to be scheduled to complete strategic planning. Our team of advisors offer tools that assist clients with identifying areas of strength & weaknesses in their business operation. This allows you, the business owner to focus on items that could have an impact on the profitability of your business.

ACCOUNTING SOFTWARE TRAINING

We recognize that providing knowledge to your organization is important. Whether it be helping with new financial software or offering training related to existing product upgrades, we provide appropriate training solutions.

We provide training in the following programs:

• Quick Books desktop & online
• Sage 50 desktop & online
• Citrix ShareFile
• Easy Pay