Broker Check

Small Business

At all stages of your business lifecycle, our team of certified accountants and financial advisors possess the experience and expertise necessary to guide and assist small businesses and non-profits with their financial consulting, tax, audit and accounting needs. 

Starting Up: As entrepreneurs at heart, we understand the excitement and risk assessment and analysis required to start your own business. Our experience and the market have taught us that those who spend the time building a thorough plan were more likely to succeed or to minimize their losses.  A business plan with risk assessment, SWOT analysis, cash flow review coupled with key metrics and milestones, should be in place and evaluated with an objective financial analysis to reveal potential pitfalls and to create safeguards. Entrepreneurs who invest in the proper planning up front help reduce the high fatality risk of their start-up business.

Business Growth: As the new business gains footing, it grows with new customers and revenue streams. Evaluating financing options to minimize the cost of borrowing or evaluating cash flow needs are critical. Likewise, implementing internal controls and performing audits can limit fraud. Designing management information systems that focus on key performance indicators can help budget and forecasting to help prepared for changing market conditions. Further, our relationship and understanding of your goals can help to plan for continual growth rather than crisis management, limiting potential.

Business Maturity: Once businesses have established a solid track record and created some financial security a greater focus is put on cash flow, business investments and minimizing tax liability. Our team is also prepared to assist in business continuity, preparing for both expected and unexpected challenges to maintain operations and market share. Begin with the end in mind.

Transition:  Creating a blueprint for an exit strategy will help determine financial decisions to effect business valuation and marketability for both outside buyers or family members.  For owners, the estate planning is key to minimize tax implications and to maximize their return.

Small Business Services: 

  • Business Start-Up Advising
  • Business Management
  • Succession Planning
  • Employment/Partnership Contract Review & Negotiation
  • Pension/Profit-Sharing Plan Design and Advising


  • Benefit Program Advising and Evaluation
  • Cash Flow Management
  • Business Continuity Planning
  • Business Valuation
  • Merger & Acquisition