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Practice Areas

"I wisdom dwell with prudence,

And find out knowledge of witty inventions."
Proverbs 8:12 

You were not created to remain small. 

We are here to help you grow the business you always dreamed about.

General Services

Business Meeting

1

Business Setup

  • Corporate structure assessment

  • Entity setup filings

  • Registered agent setup

  • Operating agreement drafting

  • Corporate policies and procedures

  • Inter-state growth strategy

  • Advisement on annual reporting

2

Financial Advisement 

  • Financial profitability analysis

  • Set up effective financial reporting

  • Establishing financial reporting systems with KPIs

  • Creation of financial data warehouses

  • Strategies to improve profitability of individual business units and systems

  • Business intelligence

3

Strategic Advice

3

Strategic Advice

  • Structuring your business entity and operations for growth

  • Setting up your business for inter-state multiplication

  • Legal and regulatory compliance strategies

  • SWOT analyses

  • Development of key performance indicators

  • Market assessments

Specialty Services

New York City

4

Access to Capital

  • Capital deployment strategies.

  • Nationwide network of private debt and equity.

  • Financial due diligence and analysis.

  • Experience in deal structure oversight and advisement.

5

Legal and Regulatory
Compliance

  • Corporate legal and regulatory compliance analyses

  • HIPAA and personal health information compliance reviews

  • Legal and regulatory compliance roadmaps

  • Guidance on drafting organizational policies and procedures

3

Strategic Advice

6

501(c)(3) Setup and Maintenance

  • Internal controls and compliance

  • Advisement on governance structure and operations

  • Form 990, Form 1023, and related tax form preparation

  • State solicitation registrations

  • Optimum treatment of fundraising expenditures

  • Optimizing expenditure reporting

  • Expertise in non-profit accounting

7

Flight Operations Management

  • Financial aircraft management expertise

  • Forecasting maintenance cycle expenditures

  • Aircraft profitability management

  • Charter operation efficiency and profitability

Get in Touch

Phone: (855) 772-7247

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