Business Consulting

As a business owner for almost 15 years, I know firsthand how challenging it can be to balance building a successful company with managing personal financial goals. Together, we identify opportunities and address gaps that may impact your short- and long-term goals, then design strategies and tactics to maximize results. Through a collaborative process, we develop sales targets and profit margins, evaluate and optimize cash flow, and create budgets that support sustainable growth.

We can help evaluate the benefits of selecting and implementing a retirement plan for you and your employees. And should you be preparing for a sale or internal transfer of ownership, we can help you sort through the alternatives and formulate a plan to maximize the value of the business and extract the wealth in a tax-efficient manner. And if you are considering a merger or acquisition, we provide an unbiased evaluation of the opportunity so you can make confident, well-informed decisions.