Who We Serve

Private Business Advisory

As an entrepreneur, it makes sense for you to receive financial advice from experienced professionals who have assisted in the building and maintenance of similar ventures and who understand the challenges you face. We’ve built our private business advisory team by assembling professionals who know the ins and outs of starting, nurturing and successfully sustaining a business. As your trusted business partner, we provide you with the advice and services you need for your business to grow.

Karen Clark

Director Technology Services

Jeremy Klonowski


Jason Leveson

Director Technology Solutions

Charlie Naber


Steve Riddle


Jane Saxon


Tom Thieme


Steve Wessel


Downloadable Resources

The list below contains specialty services offered by our Private Business Advisory Team. To see a full list of our services, click on the button at the bottom of each of the service categories below.

  • Accounting method review
  • Business plan development
  • Cash flow analysis
  • Compensation planning
  • Customer and product profitability analysis
  • Executive coaching
  • Financial budgeting/forecasting
  • Financial reports design
  • Financing arrangement assistance
  • Management retreat facilitation
  • Merger, affiliation, joint venture, acquisition and divestiture analysis and negotiations
  • Operating strategies development/strategic planning
  • Projection and forecast preparation
  • Ratio analysis

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