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CONSULTING

Thru our business investment and boots on the ground we have gained valuable experiences about business processes at all levels. Our clients have recognized this and have requested consulting services to minimize their risk. Buyers and sellers of businesses can engage our firm on a strict confidential basis for any of the following services:

    M & A - Post Merger Integration
    Business sale negotiation consulting
    Seller Exit Strategy Development
    Business Plan Preparation
    Business Valuation Consulting
    Business Development Consulting
    Turn-Around Management
    Business Leadership Consulting
 

INVESTMENT SERVICES

We seek out existing and new business opportunities with high potential and strategically develop these business opportunities. Upon successfully developing these businesses in a strategic time period, we execute our exit strategy thru franchising, licensing or divesting. In the process we create investment opportunities for accredited investors to earn a higher return on their investment or capital gains thru equity participation, debenture holdings or conventional business loans. Our focus is on small capital funding needs of less than one million dollars.
We can also assist with post retirement income planning.  


 
Microsoft DYNAMICS AX ERP

    Functional requirement gathering
    Project planning & PMO
    Business analysis and Solution architect and designs
    Development
    Training and Testing, CRP, UAT, QA and Go-Live 
    Project staffing and consultants
            

​ACCOUNTING & FINANCIAL SERVICES


As professional and certified accountant, we can put our 30 plus years of accounting experience and knowledge on your side to deliver to you accurate and on-time financial statements, tax returns and other business services. We can help you in your business analysis identifying for you cost saving opportunities and business growth opportunities and to provide you helpful guidance in managing your business more efficiently, all at no additional cost to you. We focus our services to specially meet the needs of Doctors, Medical Offices and Hotels. Business owner's from many industries count on us for the following services:

   Accounting and Financial Management Consulting
   Special Financial Reports (Income Guarantee Statement)
   Sales Tax Audits
   Personal Taxes (1040)
   Business Taxes ( 1120, 1065, TX Franchise Report)
   Lease/Buy Analysis
   Business Incorporations
   IRS Audits

Please contact us to further discuss all our investment opportunities or consulting services.



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