By collaborating with you and learning your industry, our Consulting & Advisory professionals assist you in adopting best practices and ways to improve business performance. We deliver insightful tax and business advice and long-term, growth-oriented planning in tandem with practical, day-to-day solutions that add value to your business.

Pivotal Perspective

Practical & Proactive
Our hands-on Consulting & Advisory approach broadens our deep industry knowledge, providing you with a pivotal advantage in the decision-making process. Because we have built our expertise from real-world experience, we are able to incorporate the best practices and leading ideas from the marketplace in our process. We work with clients operating in a variety of industries, at all stages of the business life cycle, to identify effective solutions and tailor them to specific situations. As impactful trends arise, we reach out to you early so that you are always prepared to overcome obstacles or take advantage of opportunities.

Open & Ongoing Dialogue
We believe that ongoing communication is essential to delivering valuable Consulting & Advisory services. We encourage our clients to contact us whenever they have a concern or need guidance. We become an integral member of your team by asking insightful questions to get to the core of your needs and helping you identify and examine any additional factors that may impact your decision-making process. By forging close client relationships, we develop an in-depth understanding of your business so that we are well-positioned to help you make the big decisions when they arise.

Primary Services

  • Transaction structuring and analysis
  • Management advisory services
  • Succession planning
  • Due diligence
  • Systems and processes
  • Budgeting and forecasting

Meet Our Team

Consulting on tax and business issues is one of the most gratifying things we do for our clients. By working closely with them, we become an integral part of their business, are able to guide them on how best to take advantage of the opportunities that are out there for them, and can truly share in their success.
David S. Untracht

Our consulting clients come to us for a variety of reasons. Whether they’re starting a new business, interested in expanding an already established one, or thinking about succession planning that will take them into the next generation, we work with them to help them make the big decisions that will ultimately transform the face of their business in an impactful and positive way.
Tracey B. Early