Advisory Services

Striking a strategic balance between opportunity and risk requires courage, insight, experience and timing. This is a challenge for today’s leaders. Collaborating with business owners, executives, managers and their teams, we supply invaluable advisory services and vital guidance across a spectrum of essential areas.

As a result, today’s leaders are equipped to devise more practical, actionable strategies, (a) to make critical business decisions more quickly and confidently and (b) to generate meaningful outcomes, sustainable achievements and future growth.

Our firm welcomes the opportunity to leverage our experience on behalf of those with a vision for their enterprise. From entrepreneurs to activists, executives to educators, we offer our assistance in the following areas:
• Valuation Services
• Management Advisory Services
o Compensation Review
o Forecasting & Business Planning
o Governance Reviews
o Grant Monitoring
o Information Reporting & Analysis
o Operational Reviews
o Organizational Structural Reviews
o Outsourced Accounting
• Risk Advisory Services
o Business Process Improvement
o Internal Audit Services
o Internal Control Risk Assessments
o Third-Party Vendor Risk Management
o Wealth and Retirement planning
• Transaction & Financial Advisory Services
o Contractual Due Diligence
o Forensic & Fraud Investigations
o Litigation Support
o Valuation & Appraisals