Business Advisory & Consulting
Practical guidance to help Michigan businesses make informed decisions and plan for what’s ahead.
Your Trusted Advisor
One plan. Every decision in view.
The success of our firm lies in our commitment to the businesses of West Michigan, large and small alike. Our CPAs and professionals work to be the people you consider your trusted advisor, and our combination of knowledge, training, experience, and broad industry reach lets us customize forward-thinking strategies for your changing needs.
How We Work
01
Establish Goals
Working alongside you to define what success looks like.
02
Build the Strategy
A clear plan and a suitable timetable to reach your objectives.
03
Measure & Report
Systems that assign accountability and keep every goal on track.
Business Services
Going beyond the basics.
A broad range of consulting services to help you overcome intricate challenges, seize opportunities, and shape a more resilient business at every stage.
01
New Business Formation
Choosing the right entity structure and putting the financial foundations in place so your venture launches on solid ground.
02
Start-Up Foundations
Establishing a solid operational and financial footing for start-up organizations, so growth has something dependable to build on.
03
Mergers & Acquisitions
Managing merger and acquisition transitions so value is preserved and the path forward stays clear for everyone involved.
04
Management Support
Hands-on guidance for owners and leadership teams navigating the day-to-day decisions that move the business forward.
05
Performance Measures
Identifying data analytics and key performance indicators that support your business objectives and encourage genuine employee participation.
06
Workflow Improvement
Streamlining and improving workflow processes to remove friction and improve how work moves through your business.
07
Risk Advisory Services
Surfacing and mitigating the risks that threaten continuity and growth before they become costly surprises.
08
Business Valuations
09
Succession Planning
Preparing for the ownership and leadership transitions that protect what you have built for the generations to come.
With you at every stage
Just starting out, or generations in.
Wherever you are in the business cycle, our advisors go beyond the basics to help you through each phase, standing alongside you as the challenges, opportunities, and goals evolve.
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Overcome Challenges
Working through the intricate problems that stand between you and your next milestone.
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Seize Opportunities
Spotting and acting on the moments that move your business meaningfully ahead.
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Build Resilience
Shaping a stronger, more resilient business that can weather whatever comes next.
