We offer a wide array of services to the businesses we work with. Since inception we have worked with pharmacies, salons, consulting firms, marketing/PR firms, and engineering firms; ranging from small privately held business all the way up to public companies. Regardless of similarities we may find in specific sectors we understand that each business is unique in many ways and we take pride in obtaining an in-depth understanding of each business we work with. Knowing how each business operates allows us to provide insight and recommendations to our clients that will help them differentiate themselves in their respective industry, thus giving them a competitive advantage to their peers.

Below is a list of services we offer to businesses:

  • Benefits Analysis and Implementation
    • 401(k), 403(b), and profit sharing plans
    • Executive benefits
    • Executive bonus plans
    • Health, dental, and vision
    • Life insurance
    • Long-term care insurance
    • Long-term disability
    • Short-term disability
  • Business Planning
    • Business continuation and succession planning
    • Business valuation
    • Buy/Sell agreements
    • Key-man insurance
    • Outsourced CFO
For more information on a specific topic please contact us.