Providing financial & strategic consulting services to entrepreneurs, family/private businesses, secured & unsecured lenders and law firms.


We win when our Clients win!​​​

Mike R, CEO:  they helped us assess our business strengths, weaknesses, opportunities, and core issues resulting in record profits!

celebrating 16 years of results!

Business Services:

  • Accounting (remote or on-site)
    • Full/part-time
    • CFO
    • Controller
    • Bookkeeper
  • Strategy & Vision 
  • Profit & Operational Improvement
  • Corporate Restructuring/Change Management
  • Management Assessment 
  • Executive, Management and Team Coaching
  • Succession and Transition Planning
  • Business Interruption & Lost Income Analysis
  • ​​Ownership Disputes

Financial Services:

  • ​Mergers & Acquisitions
  • ​Business Valuations
  • Healthcare Valuation & Consulting
  • Due Diligence
  • Forensic Analysis

Our team has a proven track record of success and expertise to assist throughout your business cycle.  We work side-by-side to develop strategic solutions to operational, financial and regulatory matters. Our mission is simple:

"to limit your risk while maximizing profitability & valuation."