Advisory Services
Developing solutions and creating pathways to success with the challenging situations business owners face.
For any number of needs from situational to long-term planning, our strength is in our understanding of business operations, unique transactional situations and in planning for personal and ownership legacies.
Bankruptcy & Turnaround Consulting
Providing personalized solutions to help businesses overcome financial challenges, achieve long-term stability, and navigate the complexities of bankruptcy with confidence.
Learn MoreBudgeting & Forecasting
Gain a clear financial roadmap for your business with budgeting and forecasting services, ensuring you have the resources and insights to achieve your strategic goals.
Learn MoreEmployee Stock Ownership Plans (ESOP)
Building your Employee Stock Ownership Plan (ESOP) from strategy to implementation, our team helps you understand the transaction from all angles as well as helping to execute the transaction.
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Fraud, Forensics, Internal Controls
Protect your business against fraud and ensure financial integrity with our comprehensive suite of forensic accounting, fraud investigation, and internal control services.
Learn MoreCapital Sourcing & SBA Assistance
Unlock your business’s full potential with guidance in securing funding, from crafting compelling financial statements and SBA loan applications to developing comprehensive business plans.
Learn MoreLitigation Support
Something has gone wrong and a major disagreement, often involving money or control, is approaching or has reached litigation. our team understands the challenges involved with litigation and how best to prepare clients for resolution.
Learn MoreOperations Consulting
Optimize your business operations for maximum efficiency and profitability with our expert consulting services, including operational assessments, process improvement initiatives, KPI development, and cost reduction analysis.
Learn MoreOutsourced Accounting & Finance
Outsource your accounting & finance to free up your time to focus on growth while ensuring your financial records are accurate and your business is compliant.
Learn MoreStrategic Financial Modeling & Planning
Gain a competitive edge with data-driven insights through our strategic financial modeling and planning services, empowering you to make informed decisions, optimize operations, and achieve sustainable growth.
Learn MoreSuccession Planning
We help businesses navigate the complexities of succession planning, ensuring a seamless transfer of ownership and leadership. Our comprehensive approach addresses financial aspects, tax implications, estate planning, legal compliance, and post-succession support.
Learn MoreTransaction Advisory
With more than 1,000 deals served, our approach to mergers & acquisitions and transactional support mitigates risk, ensures maximum value and helps prepare for post-transaction realities.
Learn MoreValuations
Gain clarity and confidence in critical business decisions with expert valuations derived from data-driven insights that can help you navigate complex challenges and unlock your full potential.
Learn MoreMarkets We Serve
Explore the industries we serve for small- to middle-market companies nationwide.