Consulting Services

Businesses:

  • Business plans
  • Entity selection and set-up
  • Budgeting, modeling and forecasting
  • Compensation plans
  • Employment contract negotiations
  • Transaction consulting
  • Practice management consulting
  • Personnel searches
  • Business succession planning
  • Mergers, acquisitions and reorganizations
  • Capitalization and equity transactions
  • Individuals:

    • Personal financial planning
    • Balance sheet management
    • Education funding
    • Retirement funding
    • Risk management
    • Debt structuring
    • Family gift and estate planning
    • Charitable gift planning
    • Transaction planning