Strategic Advisory Services
Helping owners grow their businesses and achieve their life plans
We leverage our training and personal entrepreneurial and business owner experiences with a people-focused approach to provide the following best-in-class strategic advisory services:
Growth Planning
Bringing the strategic growth activities of professional investors to middle market companies to maximize value.
Wealth Advisory
Fee-only advisors offering long-term financial and estate planning built on trust, integrity and meaningful relationships.
Transition Planning
Helping owners prepare for the transfer of ownership of their largest asset, their privately held business.
Business Valuation Services
Expert business valuation services to support the successful transfer of ownership and informed decisions.
Mergers & Acquisitions
Coordinated growth and transition planning to ensure the most successful middle market business transactions.
Outsourced CFO Services
Directing outsourced services to ensure owners have the timely financial information they need to make informed decisions.