Advisory & Advocacy

 

Advisory services are services that involve providing strategic guidance and advice on various aspects of your personal or business finances.

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In simpler terms, we look at your situation and make recommendations for your consideration and decision making.

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What does this look like? Some examples include:

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We can help you create and monitor a comprehensive plan for your income, expenses, savings, investments, retirement, and estate.

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We can help you determine the fair value of your business or a potential acquisition, and assist you with the due diligence, negotiation, and closing processes.

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We can help you identify and mitigate the potential risks and threats to your business, and design and implement effective policies and procedures to ensure compliance and efficiency.

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Feel free to contact us for more information or for help setting up an appointment.

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For more information on pricing, click here.