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Business Advisory Services

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Wilton White

  • Digital Employees and Robotics
  • Digital Employee and Robotics
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Trevor Patching

  • Customized Business Owner Benefit Plans and Employee Retention Plans
  • Buy / Sell Agreements Review
  • Employee Retirement Plans Review
  • Executive Compensation Plans
  • Key Person Coverage Review
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Trevor Arnold

  • Outsourced CFO Specialist ($3 mil. minimum business revenue)
  • CFO and Bookkeeping Outsourcing
  • Financial Forecasting
  • KPI’s
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Ted Lavin

  • Employee Retention Credits & Research and Development Tax Credits
  • Advanced Business Tax Strategies Review
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Sean Rogers

  • Fractional CFO/bookkeeping using Automation/AI
  • CFO and Bookkeeping Outsourcing
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Ron Elwood

  • Outsourced CFO Specialist
  • CFO and Bookkeeping Outsourcing
  • Financial Forecasting
  • KPI’s
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Randy Fox

  • Advanced Tax and Estate Planning
  • Advanced Business Tax Strategies Review
  • Advanced Personal Tax Strategies Review
  • Business Exit Planning Review
  • Buy / Sell Agreements Review
  • Charitable Planning Review
  • Monetized Installment Sale
  • Trust & Estate Planning Review
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Paul Latham

  • Client Business Advisory
  • 4 Ways to Grow Workshop
  • 7 Wastes Workshop
  • BIZ Diagnostic Review
  • Business Exit Planning Review
  • Customer Service Separation & Framework Workshop
  • KPI’s
  • Something Else
  • Value Proposition Workshop
  • Vision, Purpose & Values Workshop
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Noel Ciambotti

  • Merchant Processing Specialist - Credit Cards and ACH
  • Merchant Processing (credit cards) Review
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Michael Simms

  • Business Valuation (BizEquity)
  • Business Valuation
  • Investment Review
  • Life Insurance Review
  • Long Term Care Review
  • Retirement Review
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Michael Galdieri

  • Employee Retention Credits and R&D Tax Credits
  • Advanced Business Tax Strategies Review
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Mark Wagener

  • Outsourced Payroll and HR
  • CFO and Bookkeeping Outsourcing
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Loren Hollingsworth

  • Individual and business tax mitigation specialist
  • Premium Finance Review
  • Premium Funded Review
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Laurence Whittam

  • Outsourced Bookkeeping, CFO and Tax Professionals
  • CFO and Bookkeeping Outsourcing
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Kim M. Blaugher

  • ESOP Expert
  • Advanced Business Tax Strategies Review
  • Business Exit Planning Review
  • ESOP Review
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Josh Malancuk

  • Cost Remediation - Property Tax Reduction and Economic Incentives
  • Advanced Business Tax Strategies Review
  • Business Operational Costs Review
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