Consulting Services

We live in a complex world. Sometimes you do not have the time or resources needed to help make decisions that positively impact your business. Our team can provide you with the tools necessary to reach your goals. We offer a variety of consulting services, including:
  • A plan to distribute your wealth according to your most important goals, all within the broad context of personal and family needs
  • Board Assessment and Development
  • Budgetary Systems
  • Cash Forecasts and Management
  • Cost and Expense Reductions
  • Developing, Monitoring, and Assessing Internal Controls
  • Organizing Business Structures
  • Responding to Governmental Agency Inquiries
  • Risk Assessment
  • Strategic Planning
  • Non-Profit and Foundation Services