We specialize in handling the needs of closely held and family businesses. Whatever your challenge; expanding your business, planning for the next generation, or simply maximizing profitability, our team of specialists and business advisors is here to help.

In addition to handling all of your tax and accounting needs, we’re here to be your trusted partner, offering proactive advice as you and your business require. We assign an account manager to each business client to provide timely guidance to you. This structure puts an experienced business adviser at your fingertips. All of our account managers are CPAs with a minimum of 18 years of experience.

Some of the Business Advisory Services we provide include:

• Valuing a Business
• Purchasing or Selling a Business
• Buy-Sell Agreement Development
• Succession Planning
• Employee Benefits Planning, including Health Savings Accounts
• Management Reports Development
• Information System Consulting
• Development of Key Performance Indicators
• Forecasting & Budgeting
• Product Costing & Price Analysis
• Strategic Planning
• Business Leader Coaching