Our Approach
What We Do
Our sole focus is helping serious entrepreneurs succeed. We use our experience and tools created over our 30 years of practicing as a CPA and confidant to entrepreneurs to craft a unique solution to your situation. We do not work with lifestyle businesses.
Basic Tenents
- Our service is fee based; determined in advance
- We are independent; we accept no referral fees
- We maintain strict confidentiality.
- Our advice is objective and actionable.
- We provide a free assessment period.
Solutions
Emerging Businesses
Established Businesses
Emerging Businesses
Guidance on company / equity structure
Business plan development
"Pitch deck" reviews
Compensation alternatives
Service provider selection
Advisory board services
Growth Businesses
Established Businesses
Emerging Businesses
Entrepreneur mentorship
Equity ownership options
Advisory board services
Financing source guidance
Transaction and diligence readiness
Deal team selection
Informal owner dispute resolution
Board formation
Executive compensation strategies
Established Businesses
Established Businesses
Established Businesses
Business exit planning
Succession planning
Equity compensation plans
Family owned business advice
Advisory board services
Buy / sell agreement structure