As experienced entrepreneurs and financial advisors, we are dedicated to delivering effective strategic services to organizations and individuals that share our principles and commitment to growing organizations and enhancing their value.

We’ve been involved in the sale and restructuring of numerous privately held entities. We’ve also been trusted as interim leaders and consultants during complex and difficult transitional periods. Our experience and knowledge will allow us to plan and guide your organization through times of change.

Our consultants have unmatched, multi industry business knowledge coupled with technical expertise. Our experience encompasses the full scope of valuations, including Business Enterprise Valuations, Gift & Estate Tax, and Employee Stock Option Plan (ESOP).

Our consultants have held leadership positions in hospitals and physician practices and have certified expertise in business enterprise valuation. We combine these bodies of knowledge to provide superior financial solutions when buying, selling, or expanding your healthcare practice. 

Expert witnesses and litigation consultants with technical expertise and trusted to provide sound testimony under pressure.