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
Jeanne has over 25 years of experience as a CPA tax advisor and business consultant. She is also a Certified Business Valuation Analyst, Certified Mergers & Acquisitions Advisor, and Certified Exit Planning Advisor. She works with small and midsize businesses to manage their accounting, minimize their taxes, and help them manage their business efficiently and…
Jeanne's EXPERTISE
- Closely-held businesses
- Tax minimization strategies
- Strategic tax planning and compliance
- Certified Exit Planning Advisor (CEPA)
- Certified Mergers & Acquisitions Advisor (CM&AA)
- Certified Business Valuation Analyst (CVA)
- Certified Public Accountant
Write to Jeanne
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