In The News

NFP E-News Update  August 21, 2014
The concepts of private inurement and private benefit in the exempt organization world are oftentimes the silent killer. Most exempt organizations must be organized so that no part of earnings benefit any private individual. Read More

NFP E-News Update  August 14, 2014
Whether you are a newly formed organization looking to take your first step into the investing arena or your organization is a seasoned professional, there are certain items to take under consideration when a tax-exempt organization invests. Read More

NFP E-News Update  August 7, 2014
Serving on the board of a nonprofit organization can be an honor; however, it is important to keep in mind that board members can be held accountable for the organization’s actions. Due to the federal government’s increased emphasis on regulatory compliance and False Claims Act enforcement, this responsibility should not be taken lightly. 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