Advisory Services

We prefer to be more than just a scorekeeper for our clients. Our clients look to us to provide forward-thinking solutions to problems they face in managing their businesses. By knowing your business and ours, we can provide advisory services in the following areas:

• Business succession planning
• Buy-sell agreements
• Business plans and acquisition analysis
• Due diligence
• Estate and gift tax planning
• High net-worth planning
• Incentive compensation plans
• Industry benchmarking
• Mergers and acquisitions
• Operational reviews
• Profitability studies
• Retirement needs analysis
• Strategic planning
• Succession planning