Services

Management advisory services are customized and specialized service offerings. These services are intended to provide advice regarding the operations and finances of clients. The services may address any of the following areas:

Asset valuation. This involves analyses of client assets to derive asset values using several different methods. This service is useful for fair value analyses, determining the appropriate size of insurance coverage, acquisition valuations, and so forth.

Business strategy. This involves a review of the competitive situation of a business, given its market positioning and product line, along with recommendations for how to improve that position.

Computer systems and applications. This can involve several areas, including analyses of existing systems, searches for new systems, applications evaluation and implementation.

Fund-raise advisory: This can involve several areas, including due diligence on acquisition targets, and assisting with the integration of the operations of an acquired entity into those of the acquirer.

Organizational structure. This involves analyzing how a business is organized, and making recommendations to improve decision making and how responsibility and authority are shared.

Process analysis. This involves a detailed analysis of selected client processes, producing recommendations for more streamlined processes and/or the need for additional controls.

Risk management. This involves an analysis of the risks to which a client is subjected, and how they can be mitigated by implementing various recommendations.