Business Consulting

Because of our expertise in corporate management, we offer specialized consulting with privately owned businesses with fee’s charged on an hourly basis. Our consulting includes but is not limited to peer group and industry analysis, cash flow budgeting, cash management and industry best practices. Our goal is to assist you in maximizing the value of your business. We also offer estate and generational asset transfer services through our Private Trust Company, a wholly owned subsidiary of our broker dealer, LPL Financial.