Business Consulting Services

Strategic Solutions to Secure Your Financial Future

We are committed to your success, which is why we offer a full spectrum of business advisory services. We know that there are many aspects of running a successful operation, so we cover all the bases—offering everything from entity selection to succession planning. Our comprehensive, flexible strategies will deliver the necessary tools and guidance to accomplish your objectives and secure your financial future.

Take a moment to review our strategic consulting services:

  • Contracts and agreements
  • Entity selection
  • Succession/transition planning
  • Employee stock ownership planning
  • Private foundations, including formation, operations, requirements, and taxation 

Client Center

- Individual Clients
- Business Clients



Phone: 941.629.1197 • Fax: 941.205.5279