A company’s enterprise value is sometimes not fully understood by its stakeholders. We can identify what’s keeping you from maximum profitability and develop a roadmap for increased value. Our analysis will clearly lead to an open discussion on improving performance, value, or increasing the likelihood of a successful transfer down the road.

Our team of consulting professionals will navigate you through the many complex issues you face with both your personal financial situation and your business. We see each engagement as unique, and we develop customized solutions that truly address your specific needs.

We help you measure the strength and integrity of your business engine and its ability to deliver future revenue and profit. In doing so, you discover if your company is positioned to grow, sell, attract capital or quality employees, or simply run efficiently. Our professionals can help you identify the value gap – the difference between what your business is worth and what you are leaving on the table.

We identify critical business drivers that help start the conversation around building a more valuable, sustainable and transferable asset, which is your company.

We also provide interim executive leadership for companies in transition. We can step in as your chief financial officer or controller and assist you with the interviewing and hiring process for these key positions.

• Bankruptcy and reorganization
• Business strategy and planning
• CFO interim leadership and special projects
• Financial projections and budgets
• Elder care services
• Estate administration
• Financial aid planning
• Financing
• Forensic accounting
• Fraud examination
• Litigation support
• Mergers and acquisitions
• Profitability analysis for businesses
• Software applications for accounting
• Succession planning and exit strategies
• Trust and estate taxes and planning
• Wealth management through our affiliate, Investmark Financial Services