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Strategy &


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:

  • 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

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