Privately-Held Business

Mergers & Acquisitions
Human Resources
Succession Planning
Tax Planning
Strategic Planning
Should you merge? Is your Human Resources team weighed down and unable to provide quality recruiting? Is your ownership structure and succession planning sound? Would you benefit from a more formalized approach to your financial record keeping and strategic planning?

There are times during a business’s growth when it’s critical to step back and take a comprehensive look at operations and finances. Our consultants and CPAs can assist you during these times and beyond. We’ll harness decades of experience as we explore your unique situation. Then we’ll provide customized solutions to help leverage your business for maximum success.

If your needs are more specific, we can help with those, too. Through our consulting and related services, we can be an extension of your staff. We may not be physically down the hall, but our response time is just as good and often better. The list below summarizes the more frequent types of support we provide businesses.

Ongoing services

Typically, after our initial assessment, businesses continue to rely on our ongoing services to keep them competitive and on the right track, benefitting from our year-round support team.

A partner for the long term

Many of our business clients have been with us for 10 years or more – a true testament to the value of our services and abilities. We look forward to helping you achieve your goals for personal and financial success.

One number to call. One firm accountable. That’s The Power of ServiceSM.

Contact Us

200 Northland Boulevard
Cincinnati, OH 45246
Fax: 513.326.7640