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What We Offer

Our Services

Business Growth

We will help you understand the recruiting process and hire your first employee. We will ask those hard questions to ensure your organization is resilient to the economic upturns, economic downturns, and government shutdowns. We will help you planning and expand your existing information systems to prepare to compete for more business.

Financial Advice

We will take a look at your accounting and finance bookkeeping. We will help you get started on the best financial packages, banks, and any other credible organizations to help. We will review and make recommendations according to Generally Accepted Accounting Principles (GAAP), federal law, state law, and tax laws. We will not do the books for you. We do not open accounts for you. Our financial professionals are Certified Public Accountants (CPA), Certified Financial Planners (CFA), Series 7 certified, Chartered Financial Consultant (ChFC), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Financial Modeling & Valuation Analyst (FMVA), and Chartered Alternative Investment Analyst (CAIA).

Business Consulting

We will discuss with you regarding your ideas and concepts.  We will provide the paths on how to get servicemarks, trademarks, and copyrights.  We will discuss how to manage your business from one employee to hundreds or thousands of employees.  We will provide transparency on hire rates for certain professionals that you can purchase for one day, a week, or a month.  We can discuss internal or external operations.  We can discuss the mental health of employees from the C-Suite or executive suite to the entry-level employees.  We can discuss how to transform your business for the next level or transition from a startup to steady state, or transition from steady state to exit strategy.

Market Research

We will help you understand how to gather information surrounding your market geographical area and demographics.  We will help in feasibility analysis.  We will help you gather information for mergers and acquisitions.

Investment Banking

We will help you select the right investment banker.  We will provide the basic training and understanding of the investment market.  We will help you purchase your first investment tool and educate you how it works in the big picture of the economic conditions.

Project or Program Management

We will provide the appropriate methodologies to ensure your project or program is planned, provide proof of concept, development, implementation, training, support, turnkey, vendor management, lesson learned, backlog, and post management for your application, physical expansion, or work from home solutions.

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