For Business Owners

Maximize your business value

Working collaboratively with you (the CEO of your business) we serve as your financial advocate and in effect your CFO, offering proactive advice, evaluating strategic plans, and analyzing financial results to help you grow your business.  Our goals are to improve your after tax bottom line, to help you maximize the value of your business, and to achieve a successful sale of your business.

Your Financial Checkup: We start with a financial checkup of the health of your business and arrange for a market-based indication of value, a base line value for your business. As your financial advocate, we then work with you to design an exit strategy for the sale of your business that considers guidance on succession planning for your next generation or for the outright sale of your business to a strategic buyer.