We’ve helped distribution companies create a seamless network of systems to support their sales, and are active in helping companies adjust in the fluctuating world of the cannabis industry.
CRM & Data Management
We've helped real estate companies and fundraising groups plan and implement CRMs such as SalesForce to connect and support the…
We've helped not-for-profits navigate the stringent tracking and reporting requirements unique to that type of organization, including structuring of internal…
Complex Financial Planning
We've worked with charter schools to understand how to project their funding from the State. More details to come soon.
Getting You Started
We've helped structure start-ups and newly formed small businesses in the health care and legal industries, planning and building their…