We work closely with other professionals in the following areas:

  • Attorneys
  • Bankers
  • Bookkeepers (outsourced, part-time)
  • Business Planning/Operations
  • Business and Personal Asset Valuation Experts
  • Business Sale/Purchase Brokers
  • Controllers (outsourced, part-time)
  • Financial and Investment Planning Experts
  • Insurance Agents: Medical/Business/Personal/Life
  • IT and Programming Specialists
  • Mediators
  • Pension Plan Administrators

If you would like a referral for one of the above or to arrange to meet and interview several, please contact our office at (216) 571-6707.


Downloadable Resources

We’re happy to be able to provide free, downloadable spreadsheets for our clients. Simply click below to download the appropriate spreadsheet.