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Business Advisory Services

Strengthen your business through strategic advisory services that provide clarity to the challenges and triumphs you face.

Regulatory, Quality and Compliance

Digital transformation for regulated industries. We identify, and solve, the most complex organizational challenges, streamlining business processes and implementing the technology solutions that support them.

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Transaction Advisory Services

From pre-close to post-close, manage your M&A transactions with unique solutions in buy-side and sell-side advisory and due diligence.

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Investment Banking

Reach a favorable outcome while minimizing business interruption during mergers, acquisitions and capital structuring.*

*Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC.

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Human Capital Management & Payroll Consulting

Hire and retain the right talent, continually develop your employees and maintain compliance within your organization with effective human capital management and payroll services.

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Wealth Management

With wealth management services, focus on understanding your personalized goals and developing a customized wealth investment strategy centered on financial planning and asset management that can make your life’s aspirations a reality.**

**Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, member FINRA and SIPC.

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BUSINESS SUCCESSION PLANNING

Strategically transition your business to the next generation of successors while maximizing enterprise value, achieving your personal and financial goals and driving your legacy for years to come.

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Business Transformation

Whether your business is seeking to enhance day-to-day operations or processes, reduce costs, reorganize following a merger or acquisition or optimize new technology, our team delivers practical, realistic, right-fit solutions tailored to your needs.

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FORENSIC & VALUATION

From valuation and dispute advisory to investigations and forensic technology, forensic and valuation services support businesses through litigation, dispute advisory, fraud and investigative matters.

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GOVERNANCE, RISK & COMPLIANCE SERVICES

Help your business reach its fullest potential, unlock confidence, and maximize performance by leaning on our experts to be your strategic shield in a dynamic business world.

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INSURANCE SERVICES

Build a strong foundation to help you meet your financial goals, safeguard your wealth and protect your assets.

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Internal Audit Services

From an increased need for information security to transitioning away from traditional hierarchical structures, the uncertain path for many businesses has only increased the need for shareholder assurance. We’re experts in process and control who develop custom strategies tailored to your business’s unique goals.

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Lender Services

As a lender, your duty is to extend loans with knowledge and confidence. Sikich LLP’s asset-based lending services offer an objective collateral evaluation, employing a meticulous risk assessment process to ensure these investments pave the way for future opportunities.

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MARKETING & COMMUNICATIONS – THE AGENCY

Position your brand for optimal coverage across your client base, industry and target audience all while telling a captivating story that builds relationships and enhances customer retention.

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RETIREMENT Plan services

Deliver 401(k), 403(b), 457 and other retirement plan options to your employees to attract and retain top talent with expertise and support from retirement plan service professionals.**

**Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, member FINRA and SIPC.

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SITE SELECTION & INCENTIVES

Adding jobs, making capital investments or increasing square footage? Minimize risk and maximize return on your expansion project with our team.

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WORKFORCE RISK MANAGEMENT

Providing a continuum of support in addressing violence prevention across the full and changing spectrum of behavioral risks.

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We’re here to help your business

Learn how our advisory services can help you and your business or organization succeed.