Talent will be the most significant line item in your operating budget and a key investment in your retirement. We help you make sure your talent development and training produce measurable returns, to sustain growth and create a new generation of ownership.
Along the way, we provide:
- Employee stock ownership programs
- Key-man life insurance assessments
- Buy/sell agreements
- Partnership disputes and dissenting shareholder actions
- Fairness opinions and valuations for mergers, acquisitions and divestitures
- Partner withdrawal and retirement
We offer the following certifications to demonstrate our sound judgment and commitment to long-term relationships:
- Certified Public Accountants
- Certified Fraud Examiners
- Certified Valuation Analysts
- Chartered Financial Analysts
- Accredited in Business Valuation
- Certified Anti-Money Laundering Specialists
- Certified Insolvency and Restructuring Advisors
You emphasize customized client service, so you expect the same from your service providers. We customize a wide range of resources and advisory services to meet your changing needs, with a partner to manage our relationship with your firm.