Whether you are looking to start a new business, buy an existing business or obtain a small business loan, long or short-term financing or a mortgage, we can provide useful and objective analysis to assist in making the right decision. Our relationships with many of the area’s leading financial institutions are strong. We can help clients research business financing options, secure a loan, review a funding proposal, negotiate an offer letter or help in the valuation, structure, purchase or sale of a business.

At whatever stage in the business cycle, our consulting services can be essential to getting our clients on a firm footing. Our business valuation services can help determine the accuracy and fairness of an asking price or identify potential financial health issues proactively.

Ask us about whether a financial physical might be right for an enterprise you are considering. A full financial physical is an essential tool in evaluating the viability of any going concern. Additionally, clients often look to us for referral to experts in the legal or estate arena.