Consulting
that.
- Retirement and estate consulting
- Advising on shareholder agreements
- Contracted CFO services
- Purchasing or selling a businesses
- Restructuring operations
- Comparing financing alternatives
- Recruiting accounting staff
-
Strategy & Planning
Growing or divesting your business?We handle the details and provide solid solutions.
-
Financial Management
Need a hands-on part-time CFO?Our CFO services are designed around your needs.
-
Human Resource Solutions
Looking for help recruiting internal accounting staff?We can assist you with finding the right candidates.
study
CHALLENGE
This company was owned by a long-standing businessman who wanted to pass the family business along to his children.
OUR SOLUTION
We developed the framework for an intergenerational transfer of the private company. The succeeding generation took the company to the next level through vertical integration when they purchased their supplier. We assisted in the structure of this acquisition and the due diligence process. We have additionally assisted this company with litigation support and the provision of a temporary company controller.
