We can assist in business start-up by helping you evaluate the most advantageous entity selection, help train staff, assist with revenue forecasting, provide cash flow analysis and assist in forming a business plan. New businesses often need a network of professionals. We can work with you in choosing attorneys, bankers, staffing agents and others that can help you be successful.

Looking to structure a succession plan? We can help with that as well.

Our staff is proficient in the unique requirements in forming a not-for-profit entity. We can guide you through the process of completing the application for tax-exempt status.