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  Certified Business Appraisal, CBA              513-266-3226

People, Firm, Ethics, and CyberSecurity

Competency and Experience

Certified Financial Planner, CFP
Registered Business Consultant, RBC
Credentials help establish credibility. However, the final call will not hang just on completed education. Instead, report users look to appropriately researched facts, independent reasoning, and objective common sense results in credibility.
Over 35 years make a difference. 

Introducing Our People

Introducing Our Firm and Fees

Coordinating personal and business financial planning goals is our primary benefit to our clients.
Is your business supporting your personal financial goals?
As a Certified Financial Planner, CFP I know the personal side, and as a Board Certified Business Appraiser, BCBA and Registered Business Consultant, RBC I know the business side.

More On Our Firm

Ethics and Values Commitment

Values are the regard that something is held to deserve; the importance, worth, or usefulness of something.

We believe that the
1.  Business valuation process will fairly answer every business question you have, or will have
2.  Certified Financial Planning process will truly address your personal planning needs

More On What We Believe

CyberSecurity Survival Risk

Small businesses
are the primary 
for cyber-crime.
Average breach
costs over $80,000.
Over half close their doors
forever in under a year.
90% do not protect their
most valuation assets
for cyber-crime.

More On CyberSecurity


Periodically our firm sponsors educational and social events. The Event Calendar button takes you to the offerings.

Event Calendar