Other Services


Business Startup Consultation
  • Entity Selection
  • Projections/Forecasts
  • Business Plans
  • Loan Packages
  • Operating Agreements/Shareholder Agreements
  • Buy/Sell Agreements

Business Consulting
  • Break-even and Profitability Analysis
  • Cash Flow Analysis
  • Industry Analysis
  • Ratio Analysis
  • Employer/Independent Contractor Issues
  • Retirement and Employee Benefit Plans
  • Research Tax Credit
  • Manufacturing Tax Credit (state)

Transaction Planning
  • Like-Kind Exchanges
  • Lease/Purchase Analysis
  • Mergers and Acquisitions
  • Sale of Business
  • Business Valuations

Specialized Services
  • Succession Planning
  • Personal Financial Planning
  • Estate Planning
  • Litigation Support