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Our Services

We offer a variety of services to specifically help your business solve it's most pressing problems while also capitalizing on its most exciting and lucrative opportunities. We can create a customized package to fit your needs, and adjust it as necessary moving forward.


  • Audit Preparation and Readiness

  • Budgeting and Strategic Planning

    • Cash Flow, Budget and Long-Term Projection Modeling    

    • Cash Management

    • Cost/Expense Management


  • Valuation Analysis (Business, Asset, or Real Estate)

  • Capital Structure and Cost of Capital Optimization

  • Fundraising Advisory

  • Capital Structure Optimization

  • Debt Finance Sourcing

  • Banking Relationships

  • Investor Relationships and Reporting

  • Personal Financial and Family Office Planning


  • Systems and Automation Optimization

  • Oversight and Review of Staff and Data

  • KPI Development

  • Process Improvement

  • Staffing and Compensation/Benefit Plans and Programs

  • Recruiting and Training High Quality Accounting and Finance Team Members


  • Acquisitions and M&A Advisory

  • Due Diligence

  • Tax Structuring

  • Risk Management

  • Tax, Legal and Regulatory Compliance

  • Succession and Estate Planning

  • Diversification Strategies

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