General Info

Turn to us for the specific financial advice and planning services you require as an owner, entrepreneur, or shareholder of a middle-market firm. Benefit from our services to implement growth strategies, devise liquidity strategies, and more. Let us help you reach your objectives through careful planning of long-term financial goals and objectives. By partnering with our team, you can create a plan to help you meet personal goals while growing your corporation and preserving your business endeavors' future value. Your middle-market business is vital to creating wealth and new ideas. As a business owner or senior management team, you can ensure your business is successful with our careful planning. Have confidence in our ability to plan, prepare, and execute strategies based on your unique business needs. Let us help you get where you want to go with strategic financial planning services! Get the strategic planning and positioning you need to discover and explore your value. We understand the connection between middle-market ownership and corporate net worth, so we make your ownership objectives our first priority! Trust our professional negotiation services to deal in your favor and provide the best outcome for your specific situation. Benefit from our circular strategy that first assesses your personal and corporate needs then uses a SWOT analysis and valuation to form strategic planning objectives and a project execution plan. You can trust our experienced team who is well-versed in professional negotiation techniques and middle-market transactions. Get the helpful, courteous service you deserve from our chairman and president, Bill O'Callaghan. Find the advisory and transaction services that your middle-market ownership team needs with our help. Our clients cover a wide variety of industries, including health, government, manufacturing, consumer products, and more! Learn how we can help you as well!