Advisory Services

You’re looking to fine tune your business to become more competitive. Should you start with Technology, Process Improvement, Human Resources, Financial Management or Strategy? You can rely on us to prioritize and work through your specific business needs.

We work with companies to add value through efficiencies, financial modeling and highlighting what you do best.

Strategic Planning

Is your company’s strategic plan resulting in more efficient business operations and synchronized efforts? We provide an intelligent strategic planning solution to get your company back on track with your goals and objectives allowing you to be in control – steering your company’s growth.

We use The Balanced Scorecard, defined by David Norton and Robert Kaplan at Harvard Business College, and introduced in a 1992 Harvard Business Review article. The philosophy is that an organization’s strategy must be translated into terms that can be understood and acted upon. A Balanced Scorecard uses the language of measurement to more clearly define the meaning of strategic concepts like quality, customer satisfaction and growth. A scorecard that accurately describes the strategy will serve as the organizing framework for the management system.

Business Succession Planning

You’ve invested the majority of your time ensuring the business stays healthy and grows to the maximum potential. Now it’s time to explore all your options before handing the business over to someone else.

We can work with you to sell the business outright, transfer the business internally or pass on to the next generation in the family. We work with business owners through each critical step of succession planning focusing on strategy, structure and implementation.

Federal and State Contracting Services

Do you need help filing reports due to government agencies requiring annual renewal of contracts? We focus on helping companies navigate the Federal and State Contracting process.

We specialize in Department of Transportation overhead rate calculations and have worked closely with the Wisconsin DOT and the Indiana DOT. In addition, we oversee annual DOT audits. We also provide services in Wide Area Work Flow (WAWF), an electronic invoicing system used by the Department of Defense and other federal agencies.