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Advisory Services

Providing Advice for Peace of Mind

Some business decisions can keep you up at night – like how to sustain growth or settle a dispute, what steps are needed to safeguard sensitive data, or when and how to plan your exit strategy. Our advisory professionals can help you identify and assess the challenges of your business through listening and understanding your goals. Together, we can implement a plan to guide you along the various stages of a business lifecycle. Our advisory services are designed to help business owners and executives across industries leverage their time and resources with our knowledge and experience. Whether you wish to add a new service line or sell off assets, improve internal controls, investigate potential wrongdoing or determine the value of an asset or business, our team of knowledgeable and resourceful professionals are ready to help you achieve key milestones.

C-Suite Professionals

C-Suite Professionals

Private Equity Groups

Private Equity

Business Owners

Business Owners

HOW WE HELP YOU

Business Valuation

Business Valuation

Cybersecurity

Cybersecurity

Finance Support

Finance Support

Forensic and Litigation Services

Forensic & Litigation

Healthcare Advisory

Outsourced Accounting Services

Outsourced Accounting

Risk Advisory

Risk Advisory

Strategic Advisory

Strategic Advisory

Transaction Advisory

Transaction Advisory

OUR ADVISORS

Laura Berry

Principal, Advisory Service Leader

Heidi LaMarca

CEO & Managing Partner

WB IN ACTION