New for 2022: Introducing SafeSend Returns for our clients.

Learn more


Offering a robust line of productsto meet your personal and business needs

Select a product

From start-up to succession planning, let us guide you in the right direction

A woman in glasses talking with another woman.

As a business owner you don't have to go it alone. All businesses are dynamic; they have a life cycle that spans from start-up phase to an exit or succession. We can help you at any stage. Whether you're just getting your business started, managing growth, running a successful operation, or preparing an exit strategy, you can rely on us to help you make smart, informed decisions.

Business Start-up Advice

Starting a business is hard. The list can be daunting: whether choosing the best entity type for your business, implementing an accounting system, or dealing with tax issues, we can help you get your business started on the right foot. We also provide other types of advice: business processes, owner/investor education, business resources, technology, best practices, and more.

Business Consulting Services

Let our knowledge and experience go to work for you! If the support you need includes business management and operations, you may be interested in our business consulting services. We can help with budgeting, strategic planning, capital investment decisions, and a host of other business growth and success initiatives.

Mergers & Acquisitions

If your company is heading toward a merger or acquisition, you'll undoubtedly face a whole new maze of decisions to make. We can help you navigate the many facets of the process: due diligence, analyzing reports, planning and managing transitions for people and policies, as well as provide financial insight on the merger or acquisition deal itself.

Retirement & Exit Strategy

Do you have a retirement or exit plan for your business? Most business owners don't. The time to strategize should start years before the exit event, not months or days. Perhaps you need help establishing a succession plan and next steps to your retirement. Or, you may need help to establish a business valuation in preparation to sell. Whatever your situation, you can rely on us as a trusted advisor to provide sound advice and direction.

Our Professional Network & Yours

You have business advisors; we have a professional network of advisors. When you have a situation that calls for interaction between advisors, we can be the point person to help make your communications and dealings easy. We work with banking institutions and lenders, attorneys, financial advisors, insurance agents, real estate agents, or Third-Party Administrators (TPAs). If you're looking for a referral, we'll put you in contact with the right professional(s) in our network.