Cash Flow Management

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Business Valuation

Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Non-Profit Organizations 

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Internal Controls

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.