Management Advisory Services

Our staff is a team of highly-motivated professionals with mature judgment, experience and strong motivation. We hire skilled professionals; our clients are not the training ground for technical proficiency.

We are a service-oriented firm, providing a full range of quality services. We understand the obligation we have to earn your patronage continually through responsible service and constant attention to your needs.

Management Advisory Resources

We offer management advisory services for small to mid-size businesses in a wide variety of industries including:

Health Care
Construction
Real Estate
Manufacturing
Technology
Professional services

General Services Offered

• General business consultation and planning
• Corporate financial planning – banking and financing
• Cost control methods
• Long-term financial planning
• Expansion planning
• Information (accounting) system evaluation and recommendations
• Accounting System/Bookkeeping operations review
• Financial personnel search and evaluation
• Cash flow projections Consultation on business valuations
• Business startup and liquidation planning

Medical Group/Physician Specific Services

• New practice formations
• Physician compensation calculation and analysis
• Profit allocation methods for doctor’s salaries
• I.P.A. formation consultation
• Practice merger, purchase and sale consulting
• Practice valuation
• Accounts receivable consulting for billing and collections
• Third-party payor analysis and education
• HMO/PPO performance evaluation and negotiation
• Assistance with development of office personnel manuals

Real Estate, Construction and Manufacturing Specific Services

• Entity formation and structure
• Real estate acquisition and development
• Consultation regarding equity and working capital requirements
• Fixed asset and inventory planning
• Debt and financing consultation
• Bonding advisory
• Financial ratio analysis
• GAAP cost accounting methods and allocations
• Consultation for industry specific information systems
• Business merger, purchase and sale consultation
• Business continuation, succession planning and exit strategies
• Claims consultation

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