Business Advisory Services


Businesses that are proactively contemplating their post-COVID-19 futures and are making plans accordingly will be better positioned to thrive in any crisis and beyond. Many companies are making those plans now. Our lead expert, Bill Fenske, has proven success with over 25 years of C-suite leadership and experience. Our Business Advisory Services team provides solutions-based services in the following areas.

Business Advisory Packages

Financial and Accounting Services
  • Financial Planning/Budgeting/Forecasting
  • Cash Flow Planning and Projections
  • Capital & Debt Structure Optimization
  • Acquisition or Divestiture Analysis
  • Fraud Analysis
Finance Executive Retainer
  • Consulting and Access to CFO
  • Strategic Projects and Analysis
  • Mentoring and Coaching
Tax Strategies
  • Tax Law Changes and the Impact on Your Business
  • Net Operating Loss Tax Planning
  • Assessment and Recommendations on Opportunities
Benefits Planning
  • Health Benefits or Retirement Plan Design
  • Assessment of Current Plans with Trends
  • Strategies to Enhance Employee Retention
  • Alternate Funding and Plan Design Changes
CFO or Controller Assessment
  • Assessment Analysis
  • Traits Checklist
  • Goal Setting Recommendations
  • Mentoring and Coaching

Let us exceed your expectations!  Call Bill at (888) 388-1040 to learn more.

Our Firm at a Glance


View All Consulting and Planning Resources