Professional Services

Our professional services clients are focused on providing the best service, building trust and relationships over time, and to do that they rely on our tools and support. We analyze key areas such as productivity, utilization and cash flow, and assist our clients in creating a culture that supports their most valuable asset: their employees. Whether you are a sole practitioner or a large group, we give our clients specialized services to anticipate challenges and implement effective solutions. Our highly skilled team services law firms, financial planning firms, insurance agencies and IT companies.

Services we specialize in for your industry:

• Retirement and succession planning
• Mergers and acquisitions
• Loan negotiations
• Business development
• Recruiting efforts
• Performance evaluations