Rarely does one size fit all. Together we will define your goals and layout a plan to help you achieve them. 

Not one company is alike but many of the financial obstacles they will face are the same. Keeping this in mind - our team offers traditional and non-traditional financial services to help you exceed your goals.

Team Meeting


  • Assess and establish legal entities for startup and expansion.

  • Review, develop and assess contracts. Collaborate with legal counsel as required.

  • Evaluate and select external CPA Firm for reporting.

  • Determine external CPA report requirements. (Compilation, Review or Audit).

  • Develop and manage banking relationship. (Treasury & Financial Credit).

  • Confirm State & Federal registration and reporting compliance.

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Brainstorming Session

Business Planning

  • Develop and maintain business plan in harmony with VISION & MISSON of the organization and bring value to the stakeholders.

  • Facilitate Business Planning Sessions.

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Coworkers plan work

Financial Modeling & Reporting

  • Align financial modeling & business plan.

  • Develop bottom up revenue & product cost model.

  • Create budgets & cash flow models. 

  • Keep finger on the pulse of the financial health of the organization in order. 

  •  Make timely financial decisions.

  • Establish & Manage timely and accurate financial and operational package for Executive Management.

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  • Assess technology requirements.

  • Evaluate and develop disaster protection and redundancy policies and procedures.

  • Review and select document management systems.

  • Define software requirements (needs analysis). 

  • Align department requirements to technology solutions.

Checking Text on a Document

Risk Management

  • Review business activity and evaluate risk tolerance.

  • Develop risk management program including training, documenting policies & procedures, evaluating employee performance and mitigating gaps with legal documentation & insurance.

Go Team

Business Units

  • Align organizational goals and objectives with the following core business segments: Product Development, Marketing, Business Development, Logistics, Client Services, Operations & Finance, Technology & Human Resources. 

Legal Advice

Human Resources

  • Evaluate benefits plan. 

  • Keep competitive edge. 

  • Enhance employee retention.

  • Assess & maximize recruiting process.

  • Promote performance based compensation.

  • Develop employee handbook. 

Business Meeting

Succession Planning

  • Determine requirements to establish a SUSTAINABLE & SCALEABLE business model.

  • Work with Executive Management to determine potential succession planning options. (Family, key employees or outside resources).

  • Develop transition plans.

Coworkers plan work

Mergers & Acquisitions

  • Work with investment bankers during marketing and negotiating process.

  • Manage due diligence process.

  • Prepare buyer or seller for desired transaction.

  • Determine cash flow and networking capital requirements. 


ADDRESS: 1779 S. Pinellas Ave, Suite 100, Tarpon Springs, FL

TEL: 727-669-8006


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