Consulting & Business Management Services

  • Organizational design
  • Business change development
  • Mergers and acquisitions
  • Cash management services
  • Business plan development
  • Personal financial planning
  • Lease vs. Buy analysis
  • Budgets
  • Buy-Sell agreements
  • Business startups
  • Accounting system review
  • Compiled financial statements
  • Audited financial statements
  • Credit Union supervisory services
  • Projected financial statements
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