Our expertise in the financial, family business and marketing areas enables us to counsel businesses on all tax saving opportunities, build a profitable business, and develop strategies that create visibility and identity in the marketplace.

Accounting, Tax & Business Consulting
  • Tax Preparation
  • Tax and Business Planning
  • Tax Strategies to Save Money
  • 2nd Opinion on Tax Returns
  • Full Accounting Services
  • Controlling Cash Flow
  • Buy/Sell Agreements
  • Budgeting & Projection
  • Business Valuation
  • Real Estate Appraisal
  • Forensic Accounting

Family Business Consulting
  • Succession Planning
  • Implementation of Systems — Creating Boundaries
  • Facilitate Family Business Meetings — Retreats
  • Team Building
  • Family Contract
  • Crisis Management
  • Dealing with the Key non family employee
  • Arbitration — Mediation
  • Family Member — Employee Incentive Programs

Marketing Consulting
  • Marketing Plans
  • Corporate Identity — Branding
  • Networking
  • Newsletters
  • Cross Marketing
  • Direct Mail Campaigns
 
 
Need a Speaker?  
Suggested topics:
Controlling Cash Flow - More businesses fail for lack of cash than for lack of profit. This seminar will explain the difference, demonstrate how to calculate cash flow and how to plan and forecast before it's too late.

Business Valuation:
What is Your Business Really Worth? - This seminar will demystify the process of how to determine the "true" value of a business.

War & Peace:
Which Comes First The Family Or The Business? - This seminar teaches family business owners how to work with family members and learn to "separate the bedroom from the boardroom."

Linking One Generation To the Next:
Transitioning The Business -Tips will be offered on how to leverage benefits unique to the family owned business for optimal success for both the business and the family.

High Impact Low Cost Promotion:
Marketing With Little or No Budget -This program will demonstrate how to create visibility, establish awareness and ultimately brand your business in the marketplace.

Networking:
A Blueprint for Business Success - This seminar will teach key steps on how to build your business successfully through networking.

Contact us for more information about our workshops and roundtables. Each of our programs are tailored to meet the needs of the attendees.

 
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