Business Advisory Services

Business success is fueled by fresh information, sound insights, and the right solution. Our consultants can help clients enhance their operating efficiency and improve the financial performance of their companies.

Business Entity Consulting

Business Planning

A well thought-out business plan is essential to the development and management of every business. The preparation of a business plan requires an analysis of the company's current situation, management's vision, length of time to achieve it, the costs involved in realizing it, and the company's current and projected financial condition. The business plan provides a solid foundation for management decisions, raising capital, budgeting, cash flow planning, marketing and operations. We consult with management about the company's current status and plans, examine the company's present situation, review and analyze the company's industry and create a comprehensive business plan addressing: management; personnel; capital investment; financing; products and services; industry dynamics and trends; competitive and strategic positioning; technology; marketing and sales; business development; and revenue, expense, cash flow, profit and value projections. With a business plan, management is able to accurately assess the performance of the company using the plan as a benchmark and will have the information needed to strategically direct the company.

Management Consulting

Our management consultants help our clients solve a wide range of business issues. After assessing a client's needs, we assemble a team of specialists experienced in resolving its specific issues. Our consultants evaluate the company's concerns and goals, carefully assess the current situation, and devise comprehensive, practical and specific solutions appropriate to the company, industry and market. We prepare comprehensive assessment reports of the company's strengths and weaknesses, performance, opportunities, management, market and competition, capitalization, debt structure, revenue, costs, cash flow, technology and personnel. Upon completion of our assessment report, we prepare an enterprise-wide, flexible plan for resolving issues, utilizing opportunities, minimizing costs, improving cash flow and profits and increasing the value of the company.

Federal and State Regulatory Compliance Services

We ensure that our clients' businesses comply with all aspects of state and federal regulatory rules. We assess, and if necessary revise, existing financial, operational and compliance processes.