Everything we do challenges business owners to create the results they’ve always dreamed for themselves and their families. The way we pose the challenge is with our special Outsourced CFO relationship employing our brand of street smarts, fiscal management and practicality – very different from traditional accounting and not necessarily right for everyone. Those we are right for learn and use strategies to bring themselves and their families into a world where their stress and burden of management are reduced and their quality of life improves with increased net after-tax cash flow far exceeding their investment in our relationship.

For family business owners, that means gaining End-To-End Control of your business to create and drive results to dramatically increase the salable value of your business. Because whether you are going to pass the business on to future generations, even sell to your employees or divest to a third party, it can and should be very financially rewarding for you and your family.

We understand the financial challenges of raising a family into the 21st century while building for a financially independent retirement. Our passion is helping families like yours meet those challenges with the same sound financial strategies & tax planning to maximize profitability, minimize taxes and optimize the value of your business to create a successful family legacy.

So if you too want to challenge the status quo to create the results you’ve always dreamed for you and your family, call us directly at: 516-449-2852. It could bring your business to the very top of your industry.

                                                                                                 Your Team at