Professional Advisory Team


  • Financial records

  • Tax planning

Banks/financial specialists

  • Financing options for buyers

  • Business financing for growth

Business Brokers/Mergers & Acquisition specialists

  • Seeking out the best markets and potential buyers

  • Organizing purchase offers

  • Structuring options

Certified Business Valuators

  • Establish value of business based on market conditions, earnings potential and asset values

Family Business Counselors

  • Succession Planning

  • Conflict resolution


  • Personal and business tax planning

    • Estates

    • Trusts

    • Wills

Personal Financial Planners/Wealth Managers

  • Retirement planning

  • Personal investing