Our Services

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Image by Kelly Sikkema
Image by Ryan Koble

Company Balance Sheet

Liquidity & Flexibility

  • ​Appropriate lines of credit

  • Term Loans

  • Mezzanine Financing

Tax Strategies

Maximizing Net Income and Retention of Cash

  • Warranty reinsurance companies​

  • IC Disc's for international sale

  • R & D tax credit financing

Succession Planning

Transitioning to the Next Generation

  • Minority ESOP's

  • Warranty Reinsurance Companies

  • Equity Term Loans