Our consultants and CFO-comparable associates provide a variety of strategic and advisory services to the small- to mid-size businesses we assist. Services include but are not limited to:

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• Counseling to small business entrepreneurs on the fundamentals of accounting

• Reading and interpreting a financial statement

• Understanding the budget process

• Gaining insight to profitability and positive cash flow

• Assisting in evaluating a business acquisition

• Evaluating whether to start-up or buy a business

• Determining when the right time is to start a business

  • Raising capital vs. Risking personal capital

• Guidance in positioning to sell the business

• Guidance with family business owners in succession planning