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Consulting Services

Business Advisory Services

Our traditional accounting, auditing, and tax services are supplemented by our proactive and innovative consulting approach. Our skilled team assesses your business operations and suggests ways to improve your long term financial success.

We adhere to the adage, "You can manage what you can measure.” and we assist our clients in developing systems to do just that. Through our dedication to becoming close business advisors, we are ready to help you with any unforeseen situations that demand professional attention.  Business advisory services we provide include:

  • Business plans
  • Entity selection and formation
  • Merger and acquisitions
  • Valuations
  • Start-up planning
  • Forecasts and projections
  • Financing acquisition
  • Succession planning
  • Business development programs
  • Exit strategy planning

Please contact (414) 273-0500 for more information.

Barry S. Sattell, CPA/PFS
William Heilbronner, CPA
Leanne Buttke, CPA