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Business Consulting

Our Business Consulting arrangements empower entrepreneurs and their businesses to grow the value of their company, protect and reward key people and eventually transition out of their business efficiently and successfully. 

Client Centered

Business Valuation

Are you thinking about selling your business or considering bringing on new investors? Or perhaps you just want to know the value of your company for personal or strategic planning purposes. Whatever the reason, a business valuation can provide valuable insight.

Client Centered

Exit/Succession Planning

When it comes to succession/exit planning, it's important to have a plan in place to ensure that your business can continue to thrive even if key members of the leadership team leave or retire. We work with you to carefully address all of the necessary details, including transferring ownership, distributing assets, and identifying successors.

Client Centered

Key Person Planning

Key person planning is crucial for any business that relies on key individuals to drive success. We can help you identify these vital team members and develop a plan to protect your company in the event that they are unable to work.

Client Centered

Executive Compensation 

Attracting and retaining top talent is crucial for any business, and that's where executive compensation comes in. We work with you to create customized compensation packages that are competitive and aligned with your company's goals. This can include salary, bonuses, stock options, and other forms of compensation.

Client Centered


We operate on a monthly subscription pricing model. This approach provides you consistent, ongoing business consultation services without the worry of hidden costs. It promotes transparency, holds us accountable, and is designed to adjust to your evolving financial needs. It's not just a price—it's a commitment to your long-term financial success. With us, you're investing in a partner dedicated to your financial journey, every step of the way.

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