S E R V I C E S
Management Advisory
When it comes to business management, a team of professional advisors can be a key component for avoiding pitfalls. As your trusted advisors, we provide a breadth of knowledge and experience to help facilitate the success of our clients.
Devising a Master Plan
We can help you develop a solid business plan, institute financial controls to safeguard and maximize the return on your financial assets, consult with you on decisions related to your financial management systems and staff, address succession planning, and provide coordination for your legal, insurance, banking, and other professional relationships.
Let us assist you in initiating collaborative, efficient, and effective management tools, and monitoring the results over time.
Nonprofit organizations face a unique set of operational risks that can significantly impact their ability to serve their communities and achieve their mission. These risks, if not properly managed, can…
In the fast-paced world of government contracting, particularly for technology firms, managing intellectual property (IP) can be one of the trickiest aspects of doing business. While securing a government contract…
Nonprofits operate in an environment where external factors—often beyond their control—can significantly impact their ability to serve their communities and achieve their mission. From economic downturns to political shifts and…
This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth…
