Our Clients are Entrepreneurs and Professionals. 

Most own businesses or have professional practices.  Many others are senior executives in public companies who need someone—other than the company’s auditors— to take care of their interests, their other businesses, their trusts, and their taxes.   

Our clients are from many industries. 

They are in service industries, advertising, manufacturing, oil and gas and transportation.  We have real estate developers, truckers and construction companies …. and, of course, several professional practices—architects, dentists, doctors, lawyers, surveyors.

Many are family businesses.

We have worked with entrepreneurs and their families for many years. Many entrepreneurs have their spouses or children working in their businesses.  Many want to pass those businesses on to their children.   

If you tell us what you want for your business and your family we can help you achieve your business goals and protect your family. We understand that family business have unique problems and opportunities.    

We find our clients to be interesting people.

Interesting people usually have interesting businesses.  Entrepreneurs are interesting because they are different.  They challenge the status quo.  They have ideas and they make those ideas happen.

However, running any business is a lonely job.  Who to trust?  Who can give feedback?  Who has seen this type of problem before?

One of our main roles has been as trusted advisors—people who understand their businesses and their goals; people who have the experience and training to give feedback and be there to help. 

That’s our role—and fun.  We are a sounding board based on our years of experience in business.