Business Advisory Services

Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.

  • Management Consulting
    Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more. See also Level 5 Services.
  • Business Coaching
    We guide our clients to achieve their business as well as their personal goals utilizing tools and systems designed specifically for that purpose. Clients also have the opportunity to participate in omline as well as live seminars to enhance their management skills.
  • Cash Flow And Budgeting Analysis
    We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.
  • Incorporation And New Business Analysis
    Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.
  • Financial Statements
    We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business's full profit potential.
  • Buying And Selling A Business
    Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
  • Business Succession Planning
    Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.