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Consulting & Advisory

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:
Divorce
Estate and Gift Tax
Litigation & Damages
Shareholder Disputes
Mergers and Acquisitions
ESOP Reporting
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.

Healthcare Consulting & Management Services:
Revenue Cycle Management
Patient Billing & Support
Reporting & Analytics
Practice Consulting & Technology
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.

Retirement Plan Services:
Plan Design
Plan Administration
Compliance & Filing
Sponsor Support
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.

Wealth Management Services:
Retirement Planning
Estate & Legacy Planning
Financial Planning
Investment Consulting
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.

Forensic Accounting Services:
Fraud Detection & Investigation
Litigation Support
Dispute & Due Diligence
Risk Advisory & Prevention

Questions? Need assistance? We can help!