In The News

Tax Update  July 24, 2014
Many non-profit organizations are apprehensive about getting started with cloud-based technologies due to concerns related to data security and migration costs. However, the main obstacle to implementation is a lack of knowledge about this technology. Read More

NFP E-News Update  July 17, 2014
Workplace giving is a critical part of the nonprofit sector. Almost 4 billion dollars in donations are given to nonprofits every year via workplace giving. However, continually shifting trends in donations indicate nonprofits must figure out ways to ensure employees will keep giving. Read More

NFP E-News Update  July 3, 2014
For those non-profits willing to put in the necessary research, crowdfunding may be an ideal addition to normal fundraising efforts. Read More


Industries [ Entrepreneurial / Emerging Businesses ]


Our propensity to think big attracts unique and innovative business owners from a wide range of industries. Whether you are seeking advice for a high-tech startup or you are ready to take a family owned business to the next level, our professionals have the experience and dedication to help you achieve your goals.

Our clients are comprised of individuals and organizations from a variety of industries, each with its unique challenges. Our experienced staff will assist you as you grow your business and continue to move towards your financial goals. We have assisted public companies, family-run businesses, high net worth individuals, and newly-formed operations in setting up their systems and conducting their operations to achieve financial success.


Our services to entrepreneurs and emerging businesses include:


- Mergers and acquisitions
- Tax projections and planning
- Estate tax and estate tax planning
- Regulatory compliance consulting

- Financing/Capital expansion
- Employee benefit plan development
- Risk management services
- Information technology solutions including infrastructure review and planning