Advice

We work closely with select clients to help them make more informed decisions, grow their businesses, and achieve quality life goals. Profitability and growth consulting engagements are individualized but may include some or all of the following.

• Business entity type analysis
• Budget creation and review
• Cashflow analysis
• Forecasting
• Key performance indicator identification
• Tax planning
• Financial performance review
• Industry benchmarking
• Quarterly action plans
• Major purchase evaluation