Steve has a passion for helping closely-held and family owned businesses make good decisions and grow and protect their businesses.
Steve is best working with businesses that have up to $ 25 million in annual revenue or up to 49 employees.
Our Team of Trusted Advisors
Picture your business as a fine piece of interwoven fabric. Every thread is an integral part of your business yet we all have experienced that certain ones can start to unravel in various areas. We look to various trusted advisors to assist us when these unraveling situations arise. We are confident you can understand the importance of working with multiple trusted advisors who are each an expert in their field to help you solve specific problems in your business.
Steve has assembled a team of trusted advisors who he has personally vetted. Steve will be pleased to introduce these professionals to help you in the following areas:
- Business and corporate tax
- Finance, equity and borrowing
- Accounting, controls and bookkeeping
- Operations and management
- Land and real estate purchases and leases
- Marketing and advertising
- Employment, recruiting and payroll
- Identifying and improving value drivers
- Employee and management team retention and incentives
- Succession and exit planning
- Selling and buying a business
- Computer technology and communications
- Insurance
- Employee benefits
- Wealth accumulation and preservation
- Business valuations
