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Consulting & Advisory

Forward-thinking individuals and successful organizations understand the need to embrace a big picture mentality. Our specialized advisory services bring strategy and opportunity together to improve business performance and help individuals better plan for their current and future financial needs.

Business Valuation

Many financial, legal, and tax situations warrant a business valuation. Our team of Certified Valuation Analysts (CVAs) is experienced in applying recognized valuation approaches to perform credible business valuations for a wide variety of clients.

Business Valuation Services:
ESOP Reporting
Estate and Gift Tax
Litigation & Damages
Mergers and Acquisitions
Shareholder Disputes
Forensic Accounting

Our forensic accounting services include litigation support, business consulting, management advisory services, and investigation of fraud that impacts your business or personal financial well-being.

Healthcare Consulting & Management

Running a medical practice under the umbrella of the current health care environment is not without challenges. Our medical practice management team provides critical guidance to independent physicians, physician groups, and other health care providers.

Retirement Plan Services

You need a qualified retirement plan that is cost effective for you and attractive to your employees. Our skilled employee benefits department can help you design, implement, and administer a plan that fits your needs.

Virtual CFO/Controller Services

As your trusted business advisor, we can provide you with the top-tier management support that a CFO or controller offers – on an interim basis and without the added overhead of hiring a full-time CFO or controller.

Wealth Management

We work to help you protect your future by creating an investment or risk management strategy that is tailored to your current financial situation, but will adjust as your needs – or market conditions – change.

Questions? Need assistance? We can help!