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Business Advisory Services

Better. Stronger.

We looked up the definition for consulting and didn’t really like it. So, here’s what we mean when we say consulting: making lives better, businesses stronger. And there’s a lot of forward-looking ways we can help do that for you:

  • Business Valuation

    An official valuation report financially analyzes your business and can help you sell, obtain financing from a lender, perform estate, gift or tax planning to protect your wealth or update a buy-sell agreement for your business.

    Bethany Andrew

    Meet Bethany.

    She's a partner that specializes in Business Valuations who, with the help of her husband, enjoys keeping their busy daughters entertained.

  • Merger & Acquisition Support

    We work with clients on both buy-side and sell-side transactions, including making sure your business is well-positioned for a transaction to maximize integration value and effectiveness. It’s our pleasure to walk alongside our clients to look ahead, plan for the future, and be as ready as possible for these significant events. We have a team that can support through all phases, including entity pre- and post- transaction structuring, due diligence, financial and accounting preparedness and tax efficiency planning.

    Meet Kyle.

  • Marketing Consulting

    Marketing is about more than just visibility—it’s about building a meaningful connection with your audience. With our Marketing Consulting Services, we’re here to guide you through the complexities of modern marketing, helping you craft a strategy that sets your organization apart. Whether you’re struggling to find marketing support or need a clear plan to follow, we’ll provide expert insights and strategic advice to put your business on the path to success.

    We don’t just give you ideas; we help you build a roadmap to bring them to life!

    Jaemi Allen

    Meet Jaemi.

    She's our Marketing Manager and a coffee lover with a penchant for losing herself in a good book.

  • HR Consulting

    Our services can be provided in a variety of ways to fit your unique needs. We understand some businesses have HR needs that are ongoing and repetitive, while others may be seeking project-based service to fulfill a specific gap. Once we learn more about what you’re looking for, we begin to collaboratively shape how the service is delivered and on what frequency. This ensures you receive exactly what you need, no more and no less

    Meet Janet.

  • Board Facilitation & Training

    You likely have a group of extremely qualified and passionate individuals who have volunteered to serve on your board. But they may not know what it means to serve as a board member or how to facilitate collaborative conversations with each other around the organization’s mission and financial position. We understand that board members sometimes need facilitation and training on how to properly serve in this important role, so we offer board facilitation and training to help guide key discussions and provide education around role responsibilities.

    Rachel Myers

    Meet Rachel.

    She's our Employee Engagement Manager who brings 20+ years of Philanthropic Advising experience to the table.

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