We bring an innovative perspective to your business and we challenge you to take full advantage of all opportunities.

As a valuable member of your team, we will assist you in defining strategic changes that will keep your company growing. We help you identify growth opportunities and monitor your growth with systems that evolve as you grow. We develop measurement criteria and systems to gauge the success of your business.

In a start-up situation, we work closely with your attorney to assist you in choosing the type of structure (C-Corp, S-Corp, LLC, LLP, and Partnership) that will best fit your overall business and tax needs. We help you design methods for rewarding investors while holding onto a reasonable share for your own efforts.

Our assistance in preparing and analyzing forecasts for your business can provide for a more successful start to your enterprise. We can help you shorten the financing process through our contacts with bank loan officers, mezzanine lenders, and other sources of loans and equity investments.

As you grow, you will appreciate our assistance in helping you structure management incentives including compensation plans, stock options, phantom stock plans, and management buyouts. We also provide assistance regarding personnel needs, compensation, and fringe benefits. We help you with the implementation of qualified and non-qualified profit sharing plans and we assist you in setting up Cafeteria Plans.

We help you restructure your financial statements to reflect product lines, locations, commonly managed profit centers, incremental contribution margins for new and mature products, overhead costs, and cost centers that will help you gain a better understanding of your business.