Business Advisory


SFO has the expertise to provide fact-based insight about the strategic and day-to-day management of your company, customized for the specific needs of you and your business. Our advisory services give you the competitive advantage for managing change and to help identify and capitalize on new opportunities for growth.

Our solutions are proven to work, and we do not offer one-size-fits-all fixes. You shouldn’t have to settle for automated advice or being treated like an experiment. At SFO, we allocate a good amount of resources towards our team, focusing on the skills required to have an exceptional client service relationship. Our people have the experience necessary to provide the only kind of service you want—the kind that works for you.

As a member of the RAN ONE network and Plante Moran Alliance, we have access to resources that help us be the best accounting firm we can be. We do this for the sole purpose of enabling ourselves to provide the highest quality service possible to our clients.


  • Business Start-Up Development
  • Business Fiscal Management & Planning
  • Business Valuations
  • Corporate Refinancing
  • Cost Segregation Studies
  • Employee Benefit Plans
  • Exit Planning
  • Merger & Acquisition Consulting and Evaluation