CEO & CFO Services

Businesses have different needs depending on a companies life cycle stage. Whether you need interim CFO services due to growth or a buy-sell agreement and succession planning services, we can help.

CEO Services

A carefully crafted Succession Plan ensures that you can leave your business when you want to without interrupting your income stream, while also ensuring your and your family’s financial security.  We are skilled in all aspects of exit planning, part of which will often include a Buy-Sell Agreement. We always conduct a thorough analysis of the tax effects of such a transaction. If you have ever asked yourself any of the following questions and the answers are not readily apparent we can help.

  • Can the business survive without me?
  • How will I control who will become an owner if a Partner or Associate should die?




  • How can I minimize the taxes on my business interest if I die?
  • How can I motivate my executive team?




  • Can we compete for needed executive talent without offering an ownership stake to them?
  • Will my estate be on solid ground when the IRS challenges the value of the business included in my estate?

Buy-Sell Agreements

The buy-sell agreement allows the holder of a business interest to enter into an agreement that will provide for the future sale of that interest should death, disability or retirement occur. Having a formal agreement can define a desired exit strategy and ownership succession plans and avoid negative legal and tax implications that may occur without one.

CFO Services

Growing businesses often reach a point where they need professional financial advice, but cannot afford a full-time CFO or controller. If you’re fortunate enough to be in this position, then we have the perfect solution for you. Our CFO Service Team provides you with a professional financial manager who works with you to help guide your business to success.

Our CFO Services Provide

  • More time to focus on new services, new customers and other core business issues
  • Better understanding of the financial side of your business, so you have less surprises and more control over your money
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans
  • The comfort of knowing that a professional is overseeing, protecting, and constantly improving the financial side of your business
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits
  • Training and managing your accounting staff
  • Improved quality and timeliness of financial information
  • Budget preparation and monitoring
  • Profitability analysis by service or product line
  • Tax saving strategies
  • Trend analysis
  • Assistance in defining long-range plans and the quantification of goals
  • Cash management
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations
  • Review/negotiation of insurance policies
  • Development of company accounting procedure manuals
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance
  • Custom designed collection policies and procedures

Contact Us For More Information