We can add value to any business. Feel free to reach out with questions about topics like:
We bring over 45 years of experience and involvement in accounting and income tax planning and compliance.
We have been providing independent trustee services for Employee Stock Ownership Plans since 2004 and now serve over 18 continuing trustee clients and have helped with several dozen ESOP acquisition, sale, or problem-saving engagements. We can bring together a team of highly qualified professionals to make an ESOP a reality for your company.
Most successful businesses will tell you they could not have accomplished their goals without help. Our core principles and strong mission shape our efforts to help you.