Our Services

We love challenges.

We Review Your Requirements

The first step is to get a detailed understanding of what you need and when. We know everyone is in a different situation.

Develop A Strategy

Most sources of capital are not suitable for your needs. This step maximizes the chances of success.


Help you close

Getting approved does not mean closing. There’s a lot of work to do before you get your cash and we will help you every step of the way.

Since inception, we have served the business community with a comprehensive range of professional services. Thoroughly attuned to the issues and challenges facing today’s business owners, we anticipate the needs and provide timely, accurate advice and services tailored to a particular situation. We have a team of experts to provide business valuation services as follows:

  • Business valuation experts
  • Accountants (CPAs)
  • Business brokers
  • Investment bankers

Each group of professionals brings something different to the practice of business valuation. Each group has its own advantages and disadvantages. Business valuation experts are generally better educated in business valuation and usually have superior accounting skills. Business brokers have a superior knowledge of the market. Accountants (CPAs) have several advantages in rendering business valuation services and they are educated in financial concepts and terminology so can explain them to you in a simplified form. A strong understanding of Finance is extremely beneficial as well.

We uniquely combine the advantages of all of the above with our knowledge and academic education in valuation, accounting, and brokerage. Furthermore, the firm has direct access to the resources of mergers & acquisitions firms and business brokers, which enables us to assist our clients with superior market knowledge. We are also affiliated with commercial lending firms that provide financing. Thus, we are able to assist clients who are looking for selling or acquisition opportunities.


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