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

Contact Us

200 Northland Boulevard
Cincinnati, OH 45246
Fax: 513.326.7640

Office hours:

Monday through Friday
8:00am to 5:00pm