Advisory Services

Many entities need more than just assistance with their accounting, audit or tax issues. They need an outside advisor who can provide unbiased perspectives and introduce new ideas.

By knowing what motivates our clients, and understanding how they perceive value and measure risk, we develop a working relationship to help place them in the most favorable position possible. The best results are achieved when clients continually seek to refine their processes.

Our firm believes planning is the key to continual refinement, which translates to increased profitability and financial security. We incorporate common sense, technical expertise, analytical capabilities, and tax strategies to help improve operations.

Our advisory services include:

  • Financial Projections
  • Buy/Sell Agreements
  • Litigation Support
  • Fraud Investigations
  • Identity Theft Controls
  • Valuations
  • Mergers & Acquisition
  • Exit Strategies
  • Business Succession Planning
  • Creation or Participation on Your Board of Directors

To learn more, please contact:

Joel Joyce
414.271.7800
jjoyce@rpbllp.com

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