From start-ups to established enterprises, businesses at every phase need sound advice to navigate operational challenges, succession planning, and an ever-changing regulatory landscape.

Our business advisory services include:

  • Business entity selection and formation
  • Succession planning
  • Transaction strategy and due diligence (buying, selling and restructuring a business)
  • Business valuations
  • Federal and state tax incentives, grants and loans
  • Financing and banking assistance
  • Debt restructuring
  • Accounting software consulting
    • Selection of optimal software platform
    • Setup and installation
    • Training and ongoing support