Our Services

Services for Accounting and Professional Services Firms

done_all Mergers and acquisitions for accounting firms including:

double_arrow Identification and introduction of pre-qualified potential candidates

double_arrow Assistance with negotiations

double_arrow Due diligence

double_arrow Assistance with merger agreements

double_arrow Post-merger advisory services

done_all Outsourced labor and related solutions

done_all Succession planning and partner retirement issues

done_all Strategic planning

Services for Family Offices

done_all Strategic planning and advisory services

done_all Succession planning

done_all Coordination of accountants, attorneys, insurance, and investment professionals

done_all Introduction to qualified professionals

done_all Due Diligence

Services for Cannabis / Psychedelics Companies

done_all Inception planning

done_all Capital introduction

done_all Operational advisory services

done_all Due diligence

done_all Strategic planning

Board of Directors Representation

done_all Experienced independent representation

done_all Growth/succession planning

done_all Strategic market planning

done_all Mergers and acquisition planning

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