Our services.

  • Compliance & Risk Management Advisory

    We provide full-service compliance and risk management for businesses across industries — including construction, logistics, retail, and professional services. Our team handles regulatory compliance (OSHA, DOT, ADA, FLSA, data privacy, and more), conducts internal audits, and develops policies tailored to your operations. We also manage third-party compliance accounts such as ISNetworld, Avetta, Veriforce, and NCMS, ensuring your business stays qualified and audit-ready for client and government requirements. Whether you run job sites, storefronts, or offices, we maintain your certifications, submit documents, track renewals, and support your operations with proactive risk controls that meet both legal and industry standards.

  • Strategic Advisory

    Our Strategic Advisory service supports leaders of businesses, nonprofits, and mission-driven organizations in making informed decisions, setting clear goals, and creating long-term strategies that work in the real world. Whether you're planning a new initiative, navigating a critical transition, or aiming to grow your impact, we help you define your direction and take action with confidence.

    We work closely with founders, executive teams, and boards to assess where you are, where you’re going, and how to get there. This includes organizational strategy, business model design, financial planning, team structure, and community positioning — all tailored to your unique mission, size, and stage of development.

    Whether you're profit-focused or purpose-driven, our goal is to bring clarity, structure, and momentum to your vision so your organization grows stronger, smarter, and more resilient.

  • Technology Advisory

    Our Technology Advisory service helps small and medium-sized businesses modernize their operations by selecting and implementing the right digital tools to boost efficiency, security, and growth. Whether you’re still using outdated systems, struggling with manual processes, or unsure how to leverage technology to compete, we guide you through every step of your digital transformation.

    We assess your current technology setup, identify gaps and risks, and recommend practical, affordable solutions—from cloud computing and cybersecurity to automation and customer relationship management (CRM) systems. We also provide hands-on support with vendor selection, system integration, and staff training to ensure your new tools work smoothly and deliver real value.

    Our goal is to help SMBs move past technology frustration and make smart investments that simplify daily work, improve customer experience, and support scalable growth.

  • Financial Advisory (non-Investment) / CFO Outsourced

    Our Financial Advisory service helps small and medium-sized businesses gain control over their financial health without the complexity of investments. Whether you need help setting up budgets, managing cash flow, improving profitability, or preparing for tax season, we provide practical guidance and hands-on support tailored to your business needs.

    We offer fractional CFO services that deliver expert financial leadership on a flexible basis—helping you with financial reporting, forecasting, expense management, and system setup. By improving your financial processes and clarity, we empower you to make smarter decisions, reduce risks, and plan confidently for growth.

    This service is ideal for businesses that want strong financial management without the full-time CFO cost or focus on investments.

  • Startup Advisory

    Starting a business can be overwhelming, but you don’t have to do it alone. Our Startup Advisory service guides new entrepreneurs and small business owners through the essential steps to launch successfully and build a strong foundation for growth.

    From choosing the right business structure and registering your company to developing your first business plan, setting up financial systems, and navigating regulatory requirements, we provide hands-on support every step of the way. We also help you identify market opportunities, develop pricing strategies, and prepare for your first customers.

    Whether you’re turning a hobby into a business or launching a new venture, our goal is to simplify the startup process so you can focus on what you do best — growing your idea into a thriving business.

  • Exit & Succession Planning

    Planning for the future of your business is critical to protecting your legacy and maximizing its value. Our Exit & Succession Planning service helps business owners and nonprofit leaders prepare for ownership transitions—whether that means selling, passing the business to family or partners, or winding down operations.

    We work with you to develop a tailored roadmap that addresses valuation, tax considerations, legal requirements, and stakeholder communication. Our goal is to minimize disruption, preserve relationships, and ensure a smooth transition that aligns with your personal and organizational goals.

    With careful planning and expert guidance, you can confidently navigate this important chapter and secure the long-term success of your enterprise.

  • HR & Talent Management

    Attracting, developing, and retaining the right talent is essential for business success. Our HR & Talent Management service helps small and medium-sized businesses and organizations build strong, motivated teams through effective hiring practices, clear policies, and ongoing employee development.

    We assist with recruiting frameworks, employee handbooks, compliance with labor laws, performance management, and leadership coaching. Additionally, we help implement recognition programs that celebrate achievements and foster a positive workplace culture, boosting engagement and reducing turnover.

    By aligning your human resources strategy with your business goals, we support you in creating a workplace where employees thrive and your organization grows stronger.