Consulting

We use financial, statistical, economic, and qualitative analysis to help business owners drive success.

Xception Advisory Group helps clients develop clear written game plans for achieving their missions, visions, and goals.

We help you evaluate your management team, organization and reporting and re-calibrate, as needed, to get better efficiency and production from your team.

It's not just what you say but how you say it. We have helped many clients negotiate business transactions and disputes to arrive at mutually beneficial outcomes that might have otherwise resulted in failure.

We work with family and non-family businesses to design and implement ownership and management succession plans. We focus on lucrative exit strategies but also sustaining the success of your business even after you leave.

Our consultants and strategic partners can help you evaluate your employer benefits (medical, 401(k), disability, life, dental, etc.) and work with our strategic partners to improve service, education, compliance, and cost-effectiveness wherever possible.

We help ownership and executive teams develop compensation strategies for long-term retention of key employees who contribute most to enterprise value and profitability.

We work closely with clients and their other trusted advisers to align business, tax, and financial planning with their Trust and Estate planning goals that addresses personal legacy and social goals.

Our advisors and strategic partners are well versed in various areas of tax planning including business and personal income tax, estate and gift tax, and certain international tax planning.