Utilize the Preferred Suppliers below to operate more cost effectively, gain competitive advantage, boost profitability, and maximize your business.
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Utilize the Preferred Suppliers below to operate more cost effectively, gain competitive advantage, boost profitability, and maximize your business.
Business Transition, Transaction and Valuation Advisory Services helps overcome the common issues associated with any given transaction, including: inaccurate accounting, state tax compliance, performance management, and incomplete due diligence. It provides advice on transaction structuring, closing assistance, purchase price allocation, integration, tax planning and financial statement audits.
Executive Search Assistance offers assistance with succession planning or the unexpected departure of a key team member that requires executive recruiting with a full scope of resources.
Risk and Regulatory Management helps identify and assess internal and external risks from occupational fraud, cyberattacks, etc. The regulatory solution identifies and assesses compliance with national, state and local regulatory bodies.
Wealth Planning and Management program offers clients a unique wealth management experience, combining the highest ethical standards with truly caring, highly experienced investment professionals with award winning investment methodology.