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Business Consulting and Tax Services  

  • Fundraising using our proven GROW50®  approach:
    • Germinate  - validate the business concept.
    • Re-strategize business plan to align with future funding sources.
    • Outside funding coaching.
    • Wooing the right investors.
  • Business Valuations  cost-effectively performed by licensed CPA for:
    • Stock option plans – s409A.
    • Fundraising.
    • Buy-outs of partners and minority interests.
    • Business Acquisitions and sales.
  • Saving Taxes
    • Tax Planning, Tax Preparation, Tax Filing, Tax Returns 
    • Estate Planning.
    • Monthly accounting and reporting.
    • Tax advocacy: representation with the IRS.

Business Education
  • Business Coaching - One-on-one coaching for CEOs/Founders
    • Energizing Leadership skills.
    • Business Strategy and Revenue Growth consulting
    • Fundraising/Finance/Valuation.
  • Career Coaching - Personal coaching for rising execs and professionals in transition: 
    • Leadership skills.
    • Interview skills.
    • Communication skills, (including public speaking.) 
  • Energy Cabinets Small Groups of Entrepreneurs 
    • focused learning community  
    • supported by one on one coaching                         


CFOCare Journal 
Thought- Leadership

For nuggets of information about Tax Planning, Tax Preparation, Business Coaching, Business Valuation, and other matters of interest to entrepreneurs, click at right to read our online blog, Jolt of Wisdom