The professionals in our advisory service are great resources when you need help with something that doesn’t fit perfectly into any other category. Our advisors can help you with a wide range of business needs, like:
- Managing your business’s retirement plan
- Building a succession plan
- Navigating a lawsuit
- Tightening operations
- Exploring a new business pursuit
- Considering a unique investment
To supplement our own experience, we have access to experts across the globe through our peer network with Moore Global Network Limited. We take advantage of these connections so that we can provide you with the expert services you need for your unique situation.
Accounting Software Consultants
Succession planning is often the most difficult challenge that business owners face. Many of our clients are 2nd, 3rd, or even 4th-generation businesses, so we have seen these challenges firsthand. We combine a keen sense of vision with financial practicalities when consulting with you on your business transitions. All options are explored, including key management members and outside investment. Many tools are available to assist in a transition, including qualified and non-qualified incentive plans; we have in-depth experience understanding the economic and tax implications of these tools.