All the services we provide have two essential elements as their basis:

• The creation and implementation of solutions to business problems, and
• Being an objective sounding board to business owners for the key decisions they need to make.

  Some of our key services are:

Services related to key decision-making:

• Participate in the development of strategic vision of company
• Recommendations on areas for improvement or future growth
• Product and market migration and strategy
• Risk analysis and reduction
• Support executive, marketing, and administrative projects

Services related to operations:

• Business process review
• Internal control improvements and implementation
• Program and project management
• Outsourcing coordination and management
• Recommendations on how to reduce overhead
• Recommendations on how to improve marketing
• Supervision and development of marketing staff

Among other services are:

• Merger and acquisition review and analysis
• Succession planning
• New business development
• Consultation on exit strategy for business owner

  In addition, clients often ask that we:

• Pre-screen banks and bankers for commercial loans
• Act as a central resource for other professional services they need; for example, accountants, pension professionals, financial planners, property/casualty and health insurance, attorneys, IT resources, etc.