Business Consulting and Advisory Services

Business Advisory, our unbiased expertise, reflected by dot graph

Your business, our unbiased expertise.

We help you make sense of your business.

Our multi-industry experience and passion for continued learning distinguishes us from other financial advisors. We are able to explain our ideas and concepts in terms that relate to your day-to-day life.

We provide business advisory and consulting services in:

Schedule a Meeting

– Business entity structure

– Ownership transactions

– Buy/sell agreements

– Liquidity events

– Retirement and pension plan design and implementation

– Real estate consulting

– Financial statement review

Retirement for Small Business Owners 

Visit our dedicated page with information on preparing for your next chapter in life – retirement.

Learn More

Ready for your personalized approach?

Call us today:
(770) 368-9919

Download our 2024 Financial Planning Guide