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