Supportive Services

Supportive
Services

 


Business to Business Service Providers You Can Trust

We are proud to enjoy an established network of relationships with many senior advisors throughout the Pacific Northwest. Let us help you connect with a specialist in your area of interest.

CPA/ Accounting Services

CPA/Accounting services and more for individuals and businesses in a variety of industries.

Exit/Succession Planning
Identifying successors within a business and providing them with an opportunity to develop their skills and experience in order to replace the existing leaders of the business at a future date. Exit Planning addresses a wide variety of issues that are important to business owners, including their current and future planning with respect to their business (its value, its employees, its position in the market), their family and their community.

HR Solutions
Seasoned solutions for organizational development, leadership development, performance management, corporate wellness/fitness programs recruiting and multi-state Human Resources compliance (including employee handbooks, FMLA, ADA, employment postings, records and retention).

Investment Advisors
Through holistic planning, our advisors empower you to build a financial legacy and successfully pass it on to future generations and charitable causes.

Marketing & Communications
As strategic brand communicators, our trusted advisors blend our passion, expertise and insight to connect and build clients’ brand (company, services and/or products). We provide an objective perspective from the outside in. We clearly define our clients and separate them from the competition.

Business Broker & Transaction Advisors
Our advisors guide privately held companies through every step of preparing for sale, selling and transitioning of their business.

Payroll Processing & Timekeeping Services
From providing a cloud-based unified Payroll, Time and HR system to manage and pay your workforce, our advisors can configure a solution to fit your unique situation.

Property Causality Insurance Broker
Our advisors provide comprehensive commercial insurance programs for businesses of all sizes and industries. They will evaluate your business operations and recommend the right insurance package to ensure you are protected against any risks your company may face.

Supply Chain Consulting
Our advisors can help you realize cost savings and efficiencies in the areas of purchasing, logistics, inventory control, systems development and continuous process improvement.

Legal Services
A business attorney is critical in protecting your company from many of the exposures that a business encounters. Many aspects of running a business have legal requirements and consequences. Giving attention to those aspects by having an ongoing relationship an attorney may be the difference between the success or failure of a business. Required documents such as wills, trusts, buy sell agreements, executive bonus plans and deferred compensation plan documents are some additional services they can provide.

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