Areas of Practice

Strategic & Management Consultants

We are strategic operatives providing part-time (fractional) contract C-Suite services and strategic and management guidance.

Strategic business planning to execute on the next phase of your business growth by asking the right questions, developing and executing plans to maximize profitability and wealth strategies for exit planning, liquidity events and beyond. The goal to drive growth and maximize enterprise value,

We identify and solve your business, operational and organizational problems that may stand in the way of growth. We define and improve processes, implement and execute on your growth and exit strategy.

Financial Operations

Fractional CFOs, Controllers

Our fractional finance professional services provide an excellent option for companies that aren’t quite ready for a full-time CFO but are in growth mode that requires a high level of financial, accounting and operational expertise. We have a team of CPAs, finance and operating professionals with the wisdom and oversight to maximize profitability and execution of your growth strategy.

Mergers & Acquisitions

Financings

Partnering with our Strategic Consulting services, our process starts and ends with you and the goals you have for your business and your family. The timing to sell your business is influenced by your timeline and also finding the right economic environment. It is one of the most important decisions in your lifetime and timing and strategy is critical. Unlike investment bankers, we have time. We will not rush you into a transaction to earn a commission, we are with you even if the right transactions is years away.

Our work is to support you throughout the process and partner with you to make your you are making the best decisions every step of the way. We have a team of CPAs, attorneys, marketing professionals that have deep M&A experience in all phases and sizes of transactions.

Specialized Areas of Practice

Opportunity Zones

 

The Opportunity Zone program is an economic development initiative enacted by Congress as part of the Tax Cuts & Jobs Act on December 22, 2017. The legislation was created to boost investment in specific distressed communities known as Opportunity Zones. The initiative offers tax benefits to investors that encourage them to invest their capital gains into real estate and/or businesses within Opportunity Zones.

Qualified Opportunity Zone Funds (QOF)

 

If you have invested in stocks, real estate or other assets that have appreciated in value, Opportunity Zones enable you to sell them with deferred and minimized tax consequences by investing the proceeds in a Qualified Opportunity Zone Fund. The reduced capital gains taxes from the original investments can be deferred until 2026, while new capital gains from the appreciation of your qualified opportunity fund investment can be permanently excluded.

Qualified Opportunity Zone Businesses or Property (QOZB) (QOZP)

 

There are more than 8,700 Qualified Opportunity Zones in the United States. In addition, nearly all of Puerto Rico is an Opportunity Zone. Browse our map below to see designated Opportunity Zones across the country. Assess your status as a QOZB or QOZP and remain in compliance.