Business Ownership Consulting

Guidance for Every Stage of Your Business

Owning a business comes with financial challenges that require coordination and expertise. Let us quarterback a team of experienced professionals, including tax consultants, attorneys, and bankers, to coordinate their efforts for your convenience and peace of mind. We work together to design strategies that support your business operations and long-term planning.

401(k) Plan Consulting
Defined Benefit Consulting
Corporate Tax Returns and Consulting
Business Exit Strategy
Performance & Leadership
Mergers & Acquisition Consulting
Succession Planning
Business Valuation
Banking and Lending

Everhart Advisors does not provide all the listed services to all clients. Some services are offered through professional referrals. Clients may incur fees and expenses beyond those paid for Everhart Advisors’ services, including additional charges for tax consulting and estate planning. For more details on professional referrals, please see Items 4B.3.8 of our Firm Brochure, available on our website. Everhart Advisors and employees are not licensed attorneys and cannot provide legal advice.