Business Planning

We offer guidance and counsel in business decision-making based on years of business experience and a strong knowledge base. We advise our clients not only on how to best utilize their existing resources, but also on how to move their organization’s vision and mission into the future.


“One of our core strengths is business planning. Our goal is to help clients succeed by providing independent third party input in the decision making process.”Robert N. Oto, Principal


Our areas of service include:

  • Business start-up and development
  • Systems design
  • Advice on personnel and compensation matters
  • Cost reviews
  • Budgeting
  • Bank financing assistance
  • Tax planning
  • Succession planning
  • Business valuation for sale/purchase of a business, litigation support