Business Advisory Services
Guiding our clients at every stage of business.
Wherever you see a successful business, you see where someone once made a courageous decision.
Facing Challenges, Opportunities and Goals
A fresh, objective perspective backed by expertise in your specific industry.
We help business owners address the unique challenges facing them and take advantage of new growth opportunities to accomplish their short and long-term goals. The essence of our business advisory services is to provide timely and useful information that leads to real and lasting solutions and help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters and problem solvers ready to help you achieve success.
What We Do
Business advisory services:
- Business succession planning
- Valuation services
- Benchmarking and financial metrics
- Acquisition and transaction support
- Organizational development consulting
- Business strategy and planning
- Operational reviews
- Board effectiveness and planning
- Business process improvement
- Benchmarking and performance criteria
- Financial projections, models and budgets
Meet Our Professionals
Joe Schneid has more than 30 years of experience in the built industry providing transaction planning, tax planning and compliance services. Joe works with businesses, ranging from architects through operating real estate entities. Architects, engineers, contractors, developers and real estate holding companies have all benefited from relationships with Joe. He works across the country assisting with…
Joe's EXPERTISE
- Construction
- Business succession planning
- Strategic tax planning and compliance
- Certified Construction Industry Financial Professional
- Certified Public Accountant
Write to Joe
XBusiness Advisory Insights
Should you sell your business now to take advantage of the hot M&A market or transfer it to the next generation?… t.co/p6rCCF7JqS
With the average #Oregon #farmer at age 60, over half of OR farms are likely to change hands in the next decade.… t.co/7MB59JICem
Is your #construction firm taking advantage of new #technology? Here are trends you should be aware of:… t.co/xEYDSQjDVG
A strategic plan, which shouldn’t be confused with a business plan, gives a company direction and provides an actio… t.co/cqR3tMO0uJ
