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What We Do For You / The Four Pillars

Our firm specializes in companies that have:

  • Finite Time & Resources
  • Sales Back Log
  • Static Revenue
  • Growth Limitations

We offer a suite of expert services to boost your sales and profits not comparable anywhere else. 

We understand the many challenges of today and know the biggest concern for many is increasing your business free cash-flow. 

We focus on business development to boost the top line of your company and capital structure efficiency to maximize your bottom line along with operational and financial improvements through specific & technical audits.  

The end results are everlasting business infrastructures in key areas and maximum value of your company to transition your business at top dollars to a third party buyer or family member, with the least tax impact. 

Please take the time to explore our website and the wealth of information we offer.

Investment Advisory

Asset Allocation

Portfolio Management

Pension & Retirement Plans Consulting

Business Treasury Optimization

Management Consulting

Strategic Planning  & Valuation

Corporate Governance 

Business Development 

CFO, Controller, & Treasury Services

Wealth Management

Financial Planning

Asset Management

Estate & Philanthropy Planning

Protection Planning 

Risk Management 

Life Insurance

Disability Insurance

Long Term Care Insurance

Business & Property Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (973) 500-6660