In addition to our valuation expertise, we provide these services:
- Outsourced "Chief Financial Officer" (CFO) services
- Business planning
- Forecasts and projections in connection with long-range planning
- Financing assistance (business capital structure consulting, lease vs. buy analysis)
- Strategic planning assistance
- Implementing gift and estate planning strategies
- Tax planning and compliance
- Elder care services
We respect situations where you already have an established relationship with another professional services firm, and will not infringe on that relationship.
We enjoy working as a team with you and your advisors.