experience, expertise, insight

Our profession affords us the ability to work closely with various businesses and their business owners. Our team has experience working with and advising in the following industries: 


Many of our clients are in the construction industry, including general contractors, and specialty contractors.

Real Estate and Hospitality

We work with individuals with diversified real estate investment portfolios, developers, property managers, and accommodations/hospitality companies.

Professional Services

We have a long history in serving privately-owned service businesses. The professional service firms we are advising include, but are not limited to, architecture firms, financial services firms, insurance agents, engineering firms, and law firms.

Manufacturing, Retail, Distribution

We serve a diverse group of retailers, manufacturers and wholesale distributors.

Food and Beverage Establishments

We have extensive experience dealing with our clients in the food and beverage industry.

Healthcare Professionals

We advise individual and multiple physician practices, dental practices, elder and home healthcare providers. 


Many of our clients are in the viticulture business.