Specialized Business Consulting

Many of our clients are business owners and entrepreneurs who have ownership in single or multiple business enterprises. Drawing from over 50 years of combined experience from the fields of entrepreneurship, business acquisition & growth, partnership buy-sell agreements, financial analysis, commercial banking and corporate leadership, we are able to offer specialized business consulting in the following areas:

  • Business Strategic Planning
  • Commercial Loan Analysis
  • Business Retirement Plans
  • Business Succession Planning / Buy-Sell Agreements