Cash Flow Services
Our 28 specialized cash flow audits reduce and recover operational costs and taxes and provide new revenues from methods you may already be employing and/or from methods you have not yet considered.

Business Capital
In addition to our highly successful business loan close ratio, we do venture capital, business brokerage, business acquisitions, franchise development, and more.

Business Exit Strategies
Our proprietary business exit and retirement strategies have been proven for over 20 years and stand greatly superior to other strategies.

Strategic Alliances
For CPA, P&C, and Law firms, we bring a wide array of programs to business owners that your competitors do not, and in most cases, cannot offer.  Our average business client receives over $282,000 in benefits.  Consider that your competitors do not put an average of $282,000 into their clients' pockets.