Our Services

There’s no such thing as “usual” in business—change is constant and complex. To remain competitive, companies must continually seek new ways to address the array of financial, operational, and regulatory disruptions perpetually transforming the marketplace.

Drawing on nearly a century’s worth of experience in tax, assurance, and advisory services, our professionals work closely with customers to design holistic business strategies. Our multi-disciplinary team identifies areas for internal enhancements, then crafts custom solutions that optimize the efficiency and effectiveness of financial procedures, processes, people and technology.

Business and Financial Strategic Planning

Change Management

Cost Allocation Planning

Financial Models, Analysis, and Management Tools

Management Transition and Succession Planning

Our Team

Charles M. Duke III

Full Principal

Financial Advisory

Peter K. Barton

Director

Financial Advisory

More Team Members

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Additional Resources

Article

E-Commerce Growth Necessitates Quality…

Aug 03rd, 2022

Most successful e-commerce businesses face financial growing pains as they navigate periods of growth. Your business is likely no different. To facilitate growth of your…
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Article

Closely Held Business Succession and…

Aug 01st, 2022

Due to many factors, such as aging business owners, the Coronavirus Pandemic, and the “Great Resignation,” many business owners have begun to consider or are…
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Article

What’s in the Manchin-Shumer bill on taxes,…

Jul 29th, 2022

On Wednesday, July 27, Senate Majority Leader Schumer and Senator Manchin released an outline of a significant package of tax, climate, energy, and healthcare measures. Total…
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Contact Our Team

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