Industries We Serve

Our team is well-versed in a variety of industries, including family office, closely held businesses, professional services, real estate, retail, not-for-profit, cannabis, and hospitality.

    Family Office

    Legacy. Lifestyle.  Long-term plans.  Our family office services are tailored to your family, aggregating business insights, team management, risk mitigation, and wealth preservation into one advisory team.  We deliver the caliber of service you expect with focus, clarity, and confidentiality.

    Professional Service Firms

    We’re familiar with the financial and operational challenges your service firm faces – after all, we are a professional service firm ourselves.  Leverage our respected and experienced team to help tackle challenges of the day, but also to look forward and embrace the evolution of service models.

    Real Estate

    Real estate underlies every business.  Whether it’s a lease or a strategic purchase, your location is critical and plays a significant role in your organization.  Our real estate services are focused on helping our clients get the most out of a real estate investment.

    Retail

    Retail is a changing industry.  On top of the financial and operational difficulties most businesses face, there are many other challenges specific to each industry.  Competition for every dollar and the continued evolution of online commerce and the ability for big retail to deliver at the door, nationwide, are just two of the many challenges.  We’re focused on delivering a right-sized approach to our retail clients.

    Non-Profit

    Our non-profit services are based on one of our most important guiding principles — community. We have cultivated years of experience serving not-for-profit entities across many of our service lines — assurance, tax, and advisory.  Our professionals are there at the right time with forward-thinking solutions curated for our non-profit clients.

    Cannabis

    Forward progress and community, two of our founding principles and two principles which embody the movement of legal cannabis in Michigan and other States. Our firm, and our professionals are uniquely positioned to provide years of experience in complex deals, business structuring and guidance to companies and individuals in this growing space.

    Hospitality

    Whether your guest is in-house, or looking for take-out, service always comes first. Our team believes in this type of service, and it permeates every client relationship. We like to think we are the best-in-class in client hospitality.

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