Business Advisory

Strategic guidance on operations, profitability, and growth. We work alongside you to solve problems and find opportunities.

What Business Advisory Looks Like

You don't need someone to tell you what you already know. You need someone who can help you see around corners, pressure-test your assumptions, and figure out what's actually holding you back. Our business advisory work is hands-on, practical, and built around your specific situation.

What We Do

1

Strategic Planning

Defining goals, priorities, and the path to get there.

2

Operational Improvement

Identifying inefficiencies and implementing changes that stick.

3

Profitability Analysis

Understanding what's driving margins and where you're leaving money on the table.

4

Growth Advisory

Evaluating opportunities, markets, and expansion strategies.

Who Is This For

  • Business owners who want a sounding board for big decisions
  • Companies facing operational challenges or stalled growth
  • Leadership teams preparing for a major transition
  • Organizations that need outside perspective on strategy

Meet the Team

Our business advisory team brings real-world experience to help you navigate challenges and capitalize on opportunities.

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Ready to Get Started?

Let's talk about what you need and how we can help.

Related Resources and Insights

Stay informed with our latest articles on business strategy, operations, and growth.

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