Objective Insight

A challenge many businesses face is getting objective feedback. An owner can become too close to a situation or internal management may be reluctant to provide clear insight if they can be personally impacted by potential changes. For example, if benefit costs are rising, will you receive a positive reaction to reducing benefits and/or increasing the employee cost of those benefits? What if layoffs may be needed or the opportunity to join a larger operation is presented to you? You can freely talk with and plan with us and we are an outlet that looks at your business with a fresh set of eyes.

Some Advisory Services Include:

• Goal Setting & Budgeting
• Financial Forecasts & Projections
• Cash Flow Analysis
• Mergers and Acquisitions Transaction Support; Due Diligence
• Exit Planning
• Family Succession
• Buy vs Lease Analysis
• Retirement & Financial Planning

Comprehensive Thinking

We look at all aspects with the end goal of helping achieve your goals. That might be increasing profits, working less, aggressive growth, buying or selling a business, developing a succession plan, creating corporate goals, setting compensation plans or some other opportunity or concern. We help you look at all aspects of a potential situation to get to the right answer.

Keeping You Focused

We keep you focused on implementing the steps identified as vital to your organization. Those steps might be increasing profits, working less, aggressive growth, buying or selling a business, developing a succession plan or exit strategy, creating corporate goals or evaluating compensation plans. Sometimes to get to the right answer, you need to look at the financial pieces as well as the emotional impact of decisions.